Stock Fundamentals

Company Information

Company Name
Hagerty Inc
Sector
Financial Services
Industry
Insurance - Property & Casualty
Exchange
NYSE
ISIN: US4051661092
CIK: 0001840776
CUSIP: 405166109
Currency: USD
Full Time Employees: 1,891
Phone: 800 922 4050
Fiscal Year End: December
IPO Date: Jun 01, 2021
Description:

Hagerty, Inc. provides insurance services for collector cars and enthusiast vehicles in the United States, Canada, and the United Kingdom. It operates through Insurance and Marketplace segments. The company operates as a managing general agent that underwrites, sells, and services collector car and enthusiast vehicle insurance policies. It also provides Hagerty Drivers Club memberships, which are bundled with insurance policies and give subscribers access to an array of products and services, such as emergency roadside assistance, the Hagerty Drivers Club magazine, special access to automotive enthusiast events, a proprietary vehicle valuation tool, and special vehicle-related discounts; and reinsurance services. In addition, the company offers marketplace services comprising live auctions, online sale platforms, and brokered private sales services where automotive collectors and enthusiasts can buy, sell, and finance collector cars. The company was founded in 1984 and is headquartered in Traverse City, Michigan. Hagerty, Inc. is a subsidiary of Hagerty Holding Corp.

Address:

121 Drivers Edge, Traverse City, MI, United States, 49684-4203

Directors & Officers

Name Title Year Born
Mr. McKeel O. Hagerty Chairman & CEO 1967
Mr. Patrick Scott McClymont Chief Financial Officer 1970
Mr. Russell Page Chief Information Officer 1971
Mr. Kenneth H. Ahn President of Marketplace & Radius 1978
Mr. Jeffrey Edward Briglia President of Insurance 1971
Mr. Kevin Michael Delaney Chief Accounting Officer & Corporate Controller 1973
Ms. Collette Champagne Chief Human Resources Officer & Administrative Officer 1970
Mr. Jason Koval Senior Vice President of Investor Relations & Communications NA
Ms. Diana Marie Chafey Chief Legal Officer & Corporate Secretary 1969
Mr. Marc Burns Chief Marketing Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 07, 2026 Laurie Harris N/A Sale 5.53K $11.01 $60.90K
Mar 12, 2026 Anthony J Kuczinski N/A Purchase 4.00K $9.50 $38.00K
Jan 26, 2026 Kenneth Ahn N/A Sale 50.00K $12.41 $620.50K
Jan 20, 2026 Kenneth Ahn N/A Sale 50.00K $12.55 $627.50K
Jan 12, 2026 Kenneth Ahn N/A Sale 50.00K $12.86 $643.00K
Jan 09, 2026 Kenneth Ahn N/A Sale 1.35K $13.25 $17.89K
Jan 07, 2026 Kenneth Ahn N/A Sale 24.25K $13.08 $317.15K
Jan 06, 2026 Kenneth Ahn N/A Sale 10.88K $12.85 $139.85K
Jan 05, 2026 Kenneth Ahn N/A Sale 164.87K $12.79 $2.11M
Oct 27, 2025 Robert I Kauffman N/A Sale 15.27K $11.12 $169.80K
Oct 24, 2025 Robert I Kauffman N/A Sale 14.73K $11.16 $164.40K
Oct 23, 2025 Robert I Kauffman N/A Sale 15.00K $11.12 $166.80K
Oct 22, 2025 Robert I Kauffman N/A Sale 9.50K $11.18 $106.15K
Oct 21, 2025 Robert I Kauffman N/A Sale 12.22K $11.19 $136.73K
Oct 20, 2025 Robert I Kauffman N/A Sale 8.29K $11.20 $92.80K
Oct 17, 2025 Robert I Kauffman N/A Sale 14.64K $11.33 $165.92K
Oct 16, 2025 Robert I Kauffman N/A Sale 23.39K $11.64 $272.28K
Oct 15, 2025 Robert I Kauffman N/A Sale 12.39K $12.14 $150.43K
Oct 14, 2025 Robert I Kauffman N/A Sale 55.52K $12.16 $675.17K
Oct 08, 2025 Robert I Kauffman N/A Sale 22.63K $12.00 $271.55K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
State Farm Mutual Automobile Ins Co 51.80M Mar 31, 2026 50.88% $0.43 0.00%
Neuberger Berman Group LLC 8.72M Mar 31, 2026 8.57% $0.07 5.46%
Polar Capital Holdings PLC 6.00M Mar 31, 2026 5.89% $0.22 4.03%
T. Rowe Price Investment Management,Inc. 5.64M Mar 31, 2026 5.54% $0.04 -10.44%
Vanguard Group Inc 3.42M Dec 31, 2025 3.36% $0.00 -1.17%
Markel Group Inc 3.11M Mar 31, 2026 3.05% $0.27 0.00%
Greenhaven Road Investment Management, L.P. 2.37M Mar 31, 2026 2.33% $17.17 -9.43%
Vanguard Capital Management, LLC 1.87M Mar 31, 2026 1.83% $0.00 0.00%
Pembroke Management Ltd 1.74M Mar 31, 2026 1.71% $2.65 -21.96%
Vanguard Portfolio Management, LLC 1.63M Mar 31, 2026 1.60% $0.00 0.00%
Lincoln Capital LLC 950.65K Mar 31, 2026 0.93% $1.90 16.95%
BlackRock Inc 690.09K Mar 31, 2026 0.68% $0.00 2.70%
Royce & Associates, LP 525.00K Mar 31, 2026 0.52% $0.05 0.00%
Geode Capital Management, LLC 418.81K Mar 31, 2026 0.41% $0.00 5.19%
UBS Group AG 345.96K Mar 31, 2026 0.34% $0.00 79.60%
Scholtz & Company LLC 325.51K Mar 31, 2026 0.32% $1.75 0.68%
Morgan Stanley - Brokerage Accounts 297.15K Mar 31, 2026 0.29% $0.00 -10.72%
Dimensional Fund Advisors, Inc. 271.35K Mar 31, 2026 0.27% $0.00 49.54%
Woodline Partners LP 260.54K Mar 31, 2026 0.26% $0.01 3.17%
Vanguard Fiduciary Trust Co 234.82K Mar 31, 2026 0.23% $0.00 0.00%

Shares Statistics

Shares Outstanding: 101.80M
Shares Float: 47.26M
% Insiders: 617.10%
% Institutions: 9,058.40%
Short % Float: 2.23%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Polar Capital Global Ins A Inc 6.00M 5.89% ▲ 0.00% Apr 30, 2026
2 Neuberger Genesis Inv 4.84M 4.76% ▲ 0.68% Mar 31, 2026
3 Vanguard Total Stock Mkt Idx Inv 1.45M 1.42% ▲ 2.93% Apr 30, 2026
4 T. Rowe Price Small-Cap Value 1.44M 1.41% ▼ 0.06% Apr 30, 2026
5 T. Rowe Price US Small-Cap Core Equity 1.32M 1.30% ▲ 12.85% Mar 31, 2026
6 T. Rowe Price Small-Cap Stock 1.32M 1.30% ▼ 0.07% Apr 30, 2026
7 Vanguard Small Cap Index 1.04M 1.02% ▼ 0.43% Apr 30, 2026
8 T. Rowe Price U.S. SC Value Eq Tr-D 936.52K 0.92% ▲ 0.21% Mar 31, 2026
9 T. Rowe Price Instl Small-Cap Stock 692.51K 0.68% ▲ 0.00% Apr 30, 2026
10 T. Rowe Price U.S. SC Core Eq Tr-D 620.42K 0.61% ▲ 13.28% Mar 31, 2026

Valuation Metrics

Enterprise Value: $1.12B
Trailing P/E: 45.17
Forward P/E: 21.98

Financial Highlights

Market Cap: $3.72B
EBITDA: $221.56M
P/E Ratio: $45.17
PEG Ratio: $0.23
Book Value: $2.16
Earnings/Share: $0.24
Profit Margin: 1.98%
Operating Margin: 12.69%
ROA (TTM): 5.98%
ROE (TTM): 15.00%
Revenue (TTM): $1.44B
Revenue/Share (TTM): $14.82
Earnings Growth (YOY): 410.30%
Revenue Growth (YOY): -5.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 N/A 0.11x 0.64x 16.01x 0.19x
2024-12-31 0.44x 0.14x 0.71x 2.62x 0.24x
2023-12-31 1.12x 0.19x 0.68x 10.97x 0.38x
2022-12-31 1.05x 1.95x 0.71x 5.47x 2.58x
2021-12-31 81.12x -0.45x 0.74x -27.40x -4.45x
2020-12-31 1.06x 2.41x 0.80x 17.29x 10.60x
2019-12-31 1.31x 0.47x 0.75x 17.84x 2.64x
2018-12-31 N/A N/A N/A N/A 0.00x

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