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HGTY Hagerty Inc.

Financials, filed as HAGERTY INC (CL A COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 2 Owners
  • Max 14.4%
  • $58M
  • 1 reduce

In 2026 Q2 Scott Miller trimmed Hagerty.

Who owns this now

Largest portfolio weights among holders, up to 14.4% (Scott Miller, Greenhaven Road Investment Management). Not free-float ownership.

  1. Scott Miller Reduce 14.4%
  2. Thomas Gayner 0.27%

Who owns HGTY

Sorted by value, long equity only, as of 2026 Q2.

History
Thomas Gayner, Markel Group 0.27% Hold 3,108,000 $36M History
Scott Miller, Greenhaven Road Investment Management 14.4%, was 17.2% Reduce −21.3% 1,865,430 $22M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by HGTY's executives, directors and 10% owners in the last 12 months, from their Form 4s

All HGTY insider trades
  • $298K bought by 1 insider
  • $122M sold by 1 insider outside a trading plan
  • $6.5M sold by 3 insiders under 10b5-1 plans
  1. Hagerty Holding Corp. 10% owner
    Sale
    $122M 10.6M shares at $11.47 100% of stake
    Traded Sep 9–11 Filed Sep 11
    ↗
  2. Kevin M Delaney Chief Accounting Officer
    Planned sale
    $38K 3,113 shares at $12.25 3.6% of stake
    Traded Jul 2 Filed Jul 6
    ↗
  3. Kevin M Delaney Chief Accounting Officer
    Planned sale
    $125K 10,345 shares at $12.09 10% of stake
    Traded Jun 30–Jul 1 Filed Jul 2
    ↗
  4. Anthony J Kuczinski Director
    Buy
    $99K 9,500 shares at $10.46 +16% to stake
    Traded May 15 Filed May 19
    ↗
  5. Anthony J Kuczinski Director
    Buy
    $38K 4,000 shares at $9.50 +9.2% to stake
    Traded Mar 12 Filed Mar 13
    ↗
  6. Anthony J Kuczinski Director
    Buy
    $161K 15,000 shares at $10.72 +53% to stake
    Traded Mar 3 Filed Mar 4
    ↗
  7. Kenneth Ahn President, Hagerty Marketplace
    Planned sale
    $621K 50,000 shares at $12.41 100% of stake
    Traded Jan 26 Filed Jan 27
    ↗
  8. Kenneth Ahn President, Hagerty Marketplace
    Planned sale
    $628K 50,000 shares at $12.55 100% of stake
    Traded Jan 20 Filed Jan 22
    ↗
  9. Kenneth Ahn President, Hagerty Marketplace
    Planned sale
    $661K 51,350 shares at $12.87 100% of stake
    Traded Jan 9–12 Filed Jan 13
    ↗
  10. Kenneth Ahn President, Hagerty Marketplace
    Planned sale
    $2.6M 200,000 shares at $12.83 100% of stake
    Traded Jan 5–7 Filed Jan 7
    ↗
  11. Kenneth Ahn President, Hagerty Marketplace
    Planned sale
    $1.3M 100,000 shares at $12.80 100% of stake
    Traded Dec 15, 2025 Filed Dec 17, 2025
    ↗
  12. Robert I Kauffman Director
    Planned sale
    $170K 15,270 shares at $11.12 1.7% of stake
    Traded Oct 27, 2025 Filed Oct 28, 2025
    ↗
  13. Robert I Kauffman Director
    Planned sale
    $437K 39,226 shares at $11.15 4.1% of stake
    Traded Oct 22–24 Filed Oct 24, 2025
    ↗
  14. Robert I Kauffman Director
    Planned sale
    $395K 35,149 shares at $11.25 3.6% of stake
    Traded Oct 17–21 Filed Oct 21, 2025
    ↗
  15. Robert I Kauffman Director
    Planned sale
    $1.1M 91,307 shares at $12.02 8.5% of stake
    Traded Oct 14–16 Filed Oct 16, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 20 stock grants, 12 share withholdings for taxes, 11 conversions, 2 gifts, and 1 sale to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
424B7 Filing Doc
8-K 7.01,9.01 Filing Doc
424B7 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $468.35M $548.76M $677.63M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.25B $0.858B —
Total non-current assets * $337.99M $850.93M —
Total assets $1.59B $1.71B $2.09B
Total current liabilities $842.3M $915.45M —
Total non-current liabilities * $252.57M $185.72M —
Total equity $92.7M $150.32M $221.32M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $133.71M $177.02M $218.99M
Cash from investing -$52.65M -$618.56M -$185.2M
Cash from financing $103.16M -$46.92M $29.93M
Net change in cash $185.08M -$491.43M $66.16M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.