HGTY Hagerty (HGTY) Insider Trading, Ownership & Congress Trades
Insurance · Insurance agents, brokers & service · CIK 0001840776
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
68
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · no price filed
What the filings say about HGTY
Insiders, 180 days
-$122.1M net sold
1 buyer · 2 sellers · 0% of sales under a 10b5-1 plan
Hagerty insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Hagerty, Inc. insiders sold a net $122.1M of stock across 368 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Sep 9, 2026.
- No other insider sold within 30 days.
- 68 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Hagerty Holding Corp. sold about $15.9M of HGTY on Sep 11, 2026; 68 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Aug 13, 2025.
- No other insider sold within 30 days.
- 68 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Hagerty Holding Corp. sold about $106.1M of HGTY on Sep 9, 2026, the largest insider sale at the company on our record; 68 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Jul 1, 2026.
- The trade is 3.7% of the 83,972 shares held after it.
- No other insider sold within 30 days.
- 68 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer DELANEY KEVIN M sold about $38.1K of HGTY on Jul 2, 2026; 68 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jun 30, 2026.
- The trade is 10.5% of the 89,610 shares held after it.
- No other insider sold within 30 days.
- 68 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer DELANEY KEVIN M sold about $114.2K of HGTY on Jul 1, 2026; 68 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 0.9% of the 99,050 shares held after it.
- No other insider sold within 30 days.
- 68 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer DELANEY KEVIN M sold about $10.9K of HGTY on Jun 30, 2026; 68 funds added in the latest 13F quarter.368 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$122.1M over 180 days
-$122.0M over 90 days · -$122.0M of it by a 10%+ holder
below 94% of Insurance
Congress
no House purchase disclosed in the last 12 months
Funds
68 funds bought in last quarter
below 74% of Insurance
Revenue
+23.5% year over year
more than 75% of Insurance
Margin
22.0% net margin
more than 75% of Insurance
Buybacks
no share repurchases reported
Short interest
3.6% of the float short (float per yahoo 2026-10-26) · 4.6 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch HGTY
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+38.9%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns HGTY: institutional holders (13F)
13F holdings, latest reported quarter
51,800,000 sh
$617.5M
9,528,505 sh
$113.6M
6,000,000 sh
$71.5M
3,405,852 sh
$40.6M
3,108,000 sh
$35.9M
Congress trades in HGTY
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
HGTY planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
DELANEY KEVIN M
Filed 2026-07-02
$38.1K
DELANEY KEVIN M
Filed 2026-07-01
$114.2K
DELANEY KEVIN M
Filed 2026-06-30
$10.9K
HGTY mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Neuberger Small-Mid Cap ETF
$3.1M position · as of 2026-05-31
1.4%
Neuberger Berman Genesis Portfolio
$6.3M position · as of 2026-06-30
0.8%
Neuberger Genesis Fund
$51.2M position · as of 2026-05-31
0.7%
OneAscent Enhanced Small and Mid Cap ETF
$311.8K position · as of 2026-05-31
0.4%
T. Rowe Price Small-Cap Stock Fund, Inc.
$15.8M position · as of 2026-06-30
0.2%
Innovator U.S. Small Cap Managed Floor ETF
$156.1K position · as of 2026-07-31
0.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · McKeel Hagerty
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$4.7M
$16.0M
$2.2M
+60%
+65%
2024
$3.2M
$7.0M
$2.2M
+15%
+50%
2023
$2.4M
$1.5M
$2.4M
-7%
+11%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $122.1M sold by insiders over 180 days, 68 funds added last quarter. Each figure is a federal filing, dated the day it went public.
HGTY financials
Revenue growth
+23.5%
XBRL, annual
Net margin
22.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Revenue, TTM HGTY
| FY Dec 2025 | n/a |
| FY Dec 2024 | $1.2B |
| FY Dec 2023 | $1.0B |
| FY Dec 2022 | $787.6M |
| FY Dec 2021 | $619.1M |
| Jun 2026 | $354.8M |
| Mar 2026 | $311.8M |
| Dec 2025 | $388.1M |
| Sep 2025 | $380.0M |
| Jun 2025 | $379.3M |
| Mar 2025 | $328.3M |
| Dec 2024 | $333.2M |
| Sep 2024 | $323.4M |
At each fiscal year end
Single quarter
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Net margin, TTM HGTY
| FY Dec 2025 | n/a |
| FY Dec 2024 | +6.3% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +4.1% |
| FY Dec 2021 | n/a |
| Jun 2026 | +2.3% |
| Mar 2026 | -4.1% |
| Dec 2025 | +7.4% |
| Sep 2025 | +12.2% |
| Jun 2025 | +12.4% |
| Mar 2025 | +8.3% |
| Dec 2024 | +2.5% |
| Sep 2024 | +5.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$278.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM HGTY
| FY Dec 2025 | $194.5M |
| FY Dec 2024 | $155.7M |
| FY Dec 2023 | $107.3M |
| FY Dec 2022 | $11.0M |
| FY Dec 2021 | -$1.1M |
| Jun 2026 | $161.7M |
| Mar 2026 | $8.5M |
| Dec 2025 | $23.1M |
| Sep 2025 | $85.2M |
| Jun 2025 | $47.7M |
| Mar 2025 | $38.4M |
| Dec 2024 | -$16.7M |
| Sep 2024 | $62.0M |
At each fiscal year end
Single quarter
Debt to equity
1.34x
long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end); equity 2026-06-30
Debt to equity HGTY
| FY Dec 2025 | 1.13x |
| FY Dec 2024 | 0.71x |
| FY Dec 2023 | 1.45x |
| FY Dec 2022 | 1.83x |
| FY Dec 2021 | n/a |
| Jun 2026 | 1.34x |
| Mar 2026 | 1.38x |
| Dec 2025 | 1.13x |
| Sep 2025 | 0.84x |
| Jun 2025 | 0.89x |
| Mar 2025 | 0.82x |
| Dec 2024 | 0.71x |
| Sep 2024 | 0.84x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.06x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-09-30 (9 months older than the period end)
Cash flow to debt HGTY
| FY Dec 2025 | 0.87x |
| FY Dec 2024 | 1.66x |
| FY Dec 2023 | 1.00x |
| FY Dec 2022 | 0.51x |
| FY Dec 2021 | 0.31x |
| Jun 2026 | 1.06x |
| Mar 2026 | 0.63x |
| Dec 2025 | 0.87x |
| Sep 2025 | 1.00x |
| Jun 2025 | 0.99x |
| Mar 2025 | 1.22x |
| Dec 2024 | 1.66x |
| Sep 2024 | 1.54x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+36.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity HGTY
| FY Dec 2025 | +80.3% |
| FY Dec 2024 | +64.4% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +36.1% |
| Mar 2026 | +57.2% |
| Dec 2025 | +80.3% |
| Sep 2025 | +71.7% |
| Jun 2025 | +76.4% |
| Mar 2025 | +75.9% |
| Dec 2024 | +64.4% |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+3.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets HGTY
| FY Dec 2025 | +7.8% |
| FY Dec 2024 | +4.7% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +2.7% |
| FY Dec 2021 | n/a |
| Jun 2026 | +3.3% |
| Mar 2026 | +5.7% |
| Dec 2025 | +7.8% |
| Sep 2025 | +6.5% |
| Jun 2025 | +5.4% |
| Mar 2025 | +5.8% |
| Dec 2024 | +4.7% |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
effective tax rate -104%, not meaningful
Return on invested capital HGTY
| FY Dec 2025 | n/a |
| FY Dec 2024 | +45.7% |
| FY Dec 2023 | +6.0% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | +49.3% |
| Mar 2025 | +52.1% |
| Dec 2024 | +45.7% |
| Sep 2024 | +39.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+11.5%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed HGTY
| FY Dec 2025 | +14.3% |
| FY Dec 2024 | +8.6% |
| FY Dec 2023 | +1.5% |
| FY Dec 2022 | -11.3% |
| FY Dec 2021 | -2.6% |
| Jun 2026 | +11.5% |
| Mar 2026 | +14.0% |
| Dec 2025 | +14.3% |
| Sep 2025 | +13.0% |
| Jun 2025 | +10.8% |
| Mar 2025 | +10.3% |
| Dec 2024 | +8.6% |
| Sep 2024 | +7.1% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing HGTY
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value HGTY
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield HGTY
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing HGTY
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $1.5B | $1.2B | $1.0B | $787.6M |
| Operating income | n/a | $66.4M | $10.4M | -$67.6M |
| Net income | $149.2M | $78.3M | $28.2M | $32.1M |
| Operating cash flow | $219.0M | $177.0M | $133.7M | $55.3M |
| Cash | $160.2M | $104.8M | $108.3M | $95.2M |
| Long-term debt | $177.9M | $105.8M | $130.7M | $108.3M |
SEC XBRL, fiscal years, as known on 2026-10-27
HGTY Stock Sonar score 6/7 axes
Find similar shapesCompareHGTY ranks highest on profitability (75th percentile) and growth (75th), and lowest on institutional and government (26th), among Insurance peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
HGTY filings, in plain words
Are Hagerty insiders buying or selling HGTY?
In the 180 days to 2026-10-27, Hagerty insiders were net sellers, a net $122.1M: $99.4K of purchases and $122.2M of sales reported on Form 4, by 1 buyer and 2 sellers.
Read the full summary
In the 180 days to 2026-10-27, Hagerty insiders were net sellers of HGTY, a net $122.1M across purchases and sales reported on Form 4 by 1 buyer and 2 sellers. Most of that figure, $122.0M, came from a holder of 10% or more rather than an officer or director. Sales outweighed purchases more than tenfold by value. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
