Latest revenue
$10.3M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.70B
- Enterprise value
- $3.70B
- P/E (trailing)
- 2.4×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $14.00
- 52-wk low
- $8.81
- Beta
- —
- Shares out
- 346.0M
5-year trend
What this company does
ITEM 1. BUSINESS Company Overview We are a market leader in providing insurance for collector cars and enthusiast vehicles, helping the automotive enthusiast community protect and enjoy their special cars for more than 40 years. Our insurance products are complemented by our membership product, Hagerty Drivers Club ("HDC"), our renowned car events, and our media and entertainment platforms. We also operate a trusted marketplace where collectors and enthusiasts can buy and sell a wide range of vehicles, from entry level enthusiast vehicles to high value collector cars. Together, our integrated automotive ecosystem fosters a vibrant community where enthusiasts connect, share their passion,…
AI summary unavailable — showing raw filing excerpt
Generated from HGTY's filing dated 2026-02-26
Key risks
ITEM 1A. RISK FACTORS Below are certain risks and uncertainties applicable to our business and the industry in which we operate, and some of which are beyond our control. These are not the only risks we face. Additional risks and uncertainties that we are unaware of, or that we currently believe are not material, may also become important factors that affect us. You should carefully read these risks as well as the cautionary statements referred to in "Cautionary Statement Regarding Forward-Looking Statements" herein. If any of the risks and uncertainties described below or elsewhere in this Annual Report actually occur, our business, financial condition or results of operations could be…
AI summary unavailable — showing raw filing excerpt
Generated from HGTY's filing dated 2026-02-26
Profitability
Operating margin
5.3%
427.9%Net margin
198.1%
234.6%Return on equity
2633.5%
2426.4%Return on assets
118.9%
237.9%Leverage
Debt / equity
8.46×
18.4%Long-term debt / equity
0.80×
14.3%Debt / assets
89.4%
1.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $10.3M | +13.3% | — | — | — |
Q4 2025 2025-12-31 | $1.08B | +34.0% | — | — | — |
Q3 2025 2025-09-30 | $187.0M | +18.6% | — | — | — |
Q2 2025 2025-06-30 | $177.8M | +14.2% | — | — | — |
Q1 2025 2025-03-31 | $9.1M | -92.5% | — | — | — |
Q4 2024 2024-12-31 | $808.1M | — | — | — | — |
Q3 2024 2024-09-30 | $157.7M | +16.1% | — | — | — |
Q2 2024 2024-06-30 | $155.6M | +22.1% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Insurance Agents, Brokers & Service · SIC 6411
Your notes
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Insider activity
Insider buying
$309.8K
Insider selling
$120.0M
Net activity
−$119.7M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns HGTY
Institutional value
$660.0M
Total shares held
62.7M
Distinct holders
61
-53 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51.8M | $545.5M | +0 (+0.0%) | No change |
| 2 | Markel Group Inc. | 3.1M | $32.7M | +0 (+0.0%) | No change |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $19.7M | — | New |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $17.2M | — | New |
| 5 | Lincoln Capital LLC | 950.7K | $10.0M | +137.8K (+17.0%) | Added |
| 6 | BlackRock, Inc. | 690.1K | $7.3M | +18.2K (+2.7%) | Added |
| 7 | ROYCE & ASSOCIATES LP | 525.0K | $5.5M | +0 (+0.0%) | No change |
| 8 | UBS Group AG | 346.0K | $3.6M | +153.3K (+79.6%) | Added |
| 9 | DIMENSIONAL FUND ADVISORS LP | 271.3K | $2.9M | +89.9K (+49.5%) | Added |
| 10 | VANGUARD FIDUCIARY TRUST CO | 234.8K | $2.5M | — | New |
| 11 | OXFORD FINANCIAL GROUP, LTD. LLC | 170.0K | $1.8M | +0 (+0.0%) | No change |
| 12 | LPL Financial LLC | 141.2K | $1.5M | +26.2K (+22.8%) | Added |
| 13 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 140.8K | $1.5M | -56.1K (-28.5%) | Trimmed |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 116.0K | $1.2M | -30.2K (-20.6%) | Trimmed |
| 15 | TD ASSET MANAGEMENT INC | 100.2K | $1.1M | +12.3K (+14.0%) | Added |
| 16 | Swiss National Bank | 79.3K | $834.6K | +0 (+0.0%) | No change |
| 17 | Bristlecone Value Partners, LLC | 60.1K | $632.8K | +2.1K (+3.7%) | Added |
| 18 | 17 CAPITAL PARTNERS, LLC | 54.8K | $576.7K | -235 (-0.4%) | Trimmed |
| 19 | E. Ohman J:or Asset Management AB | 45.6K | $480.6K | — | New |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 45.2K | $476.1K | +0 (+0.0%) | No change |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once HGTY's latest filing finishes processing.