Institutional shares held 71.1 Million
12.6K calls
3.3K puts
Total value of holdings $743M
$131K calls
$34K puts
Market Cap $875M
82,452,200 Shares Out.
Institutional ownership 86.27%
# of Institutions 77


Latest Institutional Activity in HGTY

Top Purchases

Q3 2024
Goldstone Financial Group, LLC Shares Held: 23.2K ($246K)
Q3 2024
Lakewood Asset Management LLC Shares Held: 18.2K ($194K)
Q3 2024
Ronald Blue Trust, Inc. Shares Held: 10.5K ($112K)
Q3 2024
Princeton Global Asset Management LLC Shares Held: 300 ($3.18K)
Q3 2024
Farther Finance Advisors, LLC Shares Held: 1 ($10.6)

Top Sells

Q3 2024
Raymond James & Associates Shares Held: 32.3K ($343K)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 57.8K ($613K)
Q2 2024
Millennium Management LLC Shares Held: 21.9K ($232K)
Q2 2024
Morgan Stanley Shares Held: 51.1K ($542K)
Q2 2024
Confluence Investment Management LLC Shares Held: 363K ($3.85M)

About HGTY

Hagerty, Inc. provides insurance agency services worldwide. It offers automobile and boat insurance products; and reinsurance products. The company also provides Hagerty Media, which publishes contents through the HDC Magazine, video content, YouTube channel; HDC that offers subscription based products and services, including HDC Magazine, automotive enthusiast events, proprietary vehicle valuation tools, emergency roadside services, and special vehicle-related discounts; HVT, a valuation tool used by the customer to access current and historic pricing data of collector car, truck, SUV, and motorcycle models; and Hagerty Events, an eclectic mix of small and large events. In addition, it offers DriveShare, a peer-to-peer rental platform for collector and cool vehicles; Motorsport Reg, a motorsport membership, licensing, and event online management system that automates event listings, registration, and payment processing for various motorsport events; and Hagerty Garage + Social, a platform that provides clubhouses and car storage facilities. The company is headquartered in Traverse City, Michigan.


Insider Transactions at HGTY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
2.83M Shares
From 21 Insiders
Grant, award, or other acquisition 482K shares
Exercise of conversion of derivative security 442K shares
Other acquisition or disposition 1.91M shares
Sell / Disposition
1.05M Shares
From 6 Insiders
Open market or private sale 1.03M shares
Payment of exercise price or tax liability 12.6K shares

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