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More Details of Hagerty Inc Company

Hagerty, Inc. is an automotive enthusiast brand and specialty vehicle insurance provider. The Company is a provider of specialty vehicle insurance, expert car valuation data and insights, live and digital car auction services, immersive events and automotive entertainment custom made for the Americans who self-describe as car enthusiasts. Through its insurance model, the Company acts as a Managing General Agent (MGA) by underwriting, selling, and servicing classic car and enthusiast vehicle insurance policies. In addition, the Company offers Hagerty Drivers Club (HDC) memberships, which can be bundled with its insurance policies and give subscribers access to an array of products and services, including Hagerty Drivers Club Magazine, automotive enthusiast events, its proprietary vehicle valuation tool, emergency roadside assistance, and special vehicle-related discounts. The Company provides insurance for approximately 2.4 million classic cars and enthusiast vehicles.

Company Info

Ticker SymbolHGTY

Company nameHagerty Inc

IPO dateApr 09, 2021

CEOMr. Mckeel O. Hagerty

Number of employees1733

Security typeOrdinary Share

Fiscal year-endApr 09

Address121 Drivers Edge

CityTRAVERSE CITY

Stock exchangeNYSE Consolidated

CountryUnited States of America

Postal code49684

Phone18009224050

Websitehttps://investor.hagerty.com/overview/default.aspx

Ticker SymbolHGTY

IPO dateApr 09, 2021

CEOMr. Mckeel O. Hagerty

Company Executives

Name

Name/Position

Position

Shareholding

Change

Mr. William H. (Bill) Swanson

Lead Independent Director

442.87K

+5.79%

Mr. Jeff Briglia

President - Insurance

125.63K

-2.49%

Mr. Kenneth Ahn

President - Marketplace

113.59K

+14.43%

Mr. Patrick S. Mcclymont

Chief Financial Officer

97.06K

-7.21%

Ms. Collette Champagne

Chief Human Resources Officer, Chief Administrative Officer

43.85K

+17.33%

Mr. Mika Salmi

Independent Director

28.47K

+52.77%

Dr. Sabrina Kay

Independent Director

28.47K

+52.77%

Ms. Laurie L. Harris

Independent Director

16.52K

+55.58%

Mr. Michael R. (Mike) Heaton

Independent Director

10.23K

--

Mr. Anthony J. (Tony) Kuczinski

Independent Director

7.00K

+75.00%

Name

Name/Position

Position

Shareholding

Change

Mr. William H. (Bill) Swanson

Lead Independent Director

442.87K

+5.79%

Mr. Jeff Briglia

President - Insurance

125.63K

-2.49%

Mr. Kenneth Ahn

President - Marketplace

113.59K

+14.43%

Mr. Patrick S. Mcclymont

Chief Financial Officer

97.06K

-7.21%

Ms. Collette Champagne

Chief Human Resources Officer, Chief Administrative Officer

43.85K

+17.33%

Mr. Mika Salmi

Independent Director

28.47K

+52.77%

Revenue Breakdown

No Data

No Data

By Business

By Region

No Data

Shareholding Stats

Updated: Sun, Jul 27

Shareholders

Shareholder Types

Shareholders

Proportion

State Farm Insurance Companies

57.10%

Neuberger Berman, LLC

6.03%

Polar Capital LLP

5.51%

Kauffman Robert I

4.57%

Markel-Gayner Asset Management Corp.

3.43%

Other

23.36%

Shareholders

Proportion

State Farm Insurance Companies

57.10%

Neuberger Berman, LLC

6.03%

Polar Capital LLP

5.51%

Kauffman Robert I

4.57%

Markel-Gayner Asset Management Corp.

3.43%

Other

23.36%

Shareholder Types

Shareholders

Proportion

Insurance Company

57.10%

Investment Advisor/Hedge Fund

13.27%

Investment Advisor

9.84%

Individual Investor

7.25%

Hedge Fund

2.86%

Research Firm

0.17%

Bank and Trust

0.11%

Pension Fund

0.03%

Other

9.37%

Institutional Shareholding

Updated: Tue, Jul 1

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q2

193

82.21M

90.62%

-2.62M

2025Q1

196

84.42M

94.01%

-2.12M

2024Q4

200

83.93M

93.22%

+3.62M

2024Q3

191

82.48M

91.67%

+2.87M

2024Q2

188

79.55M

92.38%

+3.24M

2024Q1

182

72.47M

85.60%

-5.22M

2023Q4

184

72.27M

85.43%

-4.86M

2023Q3

199

74.76M

88.55%

-7.39M

2023Q2

193

75.03M

89.38%

-6.48M

2023Q1

180

75.04M

90.54%

-3.16M

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

State Farm Insurance Companies

51.80M

57.1%

--

Apr 04, 2025

Neuberger Berman, LLC

5.47M

6.03%

+743.60K

+15.74%

Mar 31, 2025

Polar Capital LLP

5.00M

5.51%

--

Mar 31, 2025

Kauffman Robert I

4.15M

4.57%

-1.44M

-25.75%

Apr 04, 2025

Markel-Gayner Asset Management Corp.

3.11M

3.43%

--

Apr 16, 2025

The Vanguard Group, Inc.

2.63M

2.9%

-30.07K

-1.13%

Mar 31, 2025

Greenhaven Road Investment Management, L.P.

1.36M

1.5%

+124.34K

+10.06%

Mar 31, 2025

Hagerty (McKeel)

1.12M

1.24%

-256.14K

-18.60%

Apr 04, 2025

Pembroke Management Ltd.

937.70K

1.03%

-15.73K

-1.65%

Mar 31, 2025

Lincoln Capital, LLC

555.29K

0.61%

+60.79K

+12.29%

Mar 31, 2025

Related ETFs

Updated: Sat, Aug 2

Name

Proportion

iShares MSCI USA Small-Cap Min Vol Factor ETF

0.06%

WisdomTree US SmallCap Fund

0.03%

Schwab U.S. Small-Cap ETF

0.01%

Strive Small-Cap ETF

0.01%

John Hancock Multifactor Small Cap ETF

0.01%

Fidelity MSCI Financials Index ETF

0%

iShares Morningstar Small-Cap ETF

0%

Humankind US Stock ETF

0%

Schwab U.S. Broad Market ETF

0%

JPMorgan BetaBuilders US Small Cap Equity ETF

0%

iShares MSCI USA Small-Cap Min Vol Factor ETF

Proportion0.06%

WisdomTree US SmallCap Fund

Proportion0.03%

Schwab U.S. Small-Cap ETF

Proportion0.01%

Strive Small-Cap ETF

Proportion0.01%

John Hancock Multifactor Small Cap ETF

Proportion0.01%

Fidelity MSCI Financials Index ETF

Proportion0%

iShares Morningstar Small-Cap ETF

Proportion0%

Humankind US Stock ETF

Proportion0%

Schwab U.S. Broad Market ETF

Proportion0%

JPMorgan BetaBuilders US Small Cap Equity ETF

Proportion0%

Dividend

A total of 0.00 USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

No Data

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

Hagerty Inc

10.580USD

Hagerty Inc

10.580

Overview

Company

Financials