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The company

Hagerty, Inc.

HGTY · NYSE

FinancialsInsuranceIn trend

HGTY stood above a rising 150-day average in 25 of the last 52 weekly readings, including each of the last 8 weeks. It is 30.6% above that average now. Insurance: 49% of its 118 stocks in an uptrend (−8 points in four weeks); Financials: 43% (−14 points in four weeks).

SEC filings

Statistics

Rotation: In trend
Weeks in an uptrend: 8 in a row
Industry in uptrend: 49% -8 in 4 wk
Insider buys, 12 months: $596K
Insider sales, 12 months: $255.5M
Officials’ trades on record: 0
Institutions holding: 124 (+11)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 25 of 52 weeks.

20 Apr – 19 Oct

Insurance: About half its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months3

Sale orders, 12 months19

Buyers · sellers1 · 5

Who	Did	Shares	Traded
Hagerty Holding Corp.10% owner	sold	1,387,500at $11.47	11 Sep 2026filed 11 Sep 2026
Hagerty Holding Corp.10% owner	sold	9,250,000at $11.47	9 Sep 2026filed 11 Sep 2026
Kevin M. DelaneyChief Accounting Officer	sold	3,113at $12.25	2 Jul 2026filed 6 Jul 2026
Kevin M. DelaneyChief Accounting Officer	sold	9,440at $12.10	1 Jul 2026filed 2 Jul 2026
Kevin M. DelaneyChief Accounting Officer	sold	905at $12.01	30 Jun 2026filed 2 Jul 2026
Anthony J. KuczinskiDirector	bought	9,500at $10.46	15 May 2026filed 19 May 2026
Laurie HarrisDirector	sold	5,531at $11.01	7 Apr 2026filed 8 Apr 2026
Anthony J. KuczinskiDirector	bought	4,000at $9.50	12 Mar 2026filed 13 Mar 2026
Anthony J. KuczinskiDirector	bought	15,000at $10.72	3 Mar 2026filed 4 Mar 2026
Kenneth AhnPresident, Hagerty Marketplace	sold	50,000at $12.41	26 Jan 2026filed 27 Jan 2026
Kenneth AhnPresident, Hagerty Marketplace	sold	50,000at $12.55	20 Jan 2026filed 22 Jan 2026
Kenneth AhnPresident, Hagerty Marketplace	sold	50,000at $12.86	12 Jan 2026filed 13 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders124+11 on the quarter

New · exited23 · 11

Reported value$1.0B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
STATE FARM MUTUAL AUTOMOBILE INSURANCE COunchanged · filed 12 Aug 2026	51,800,000$617.5M	00.0%
NEUBERGER BERMAN GROUP LLCadded · filed 13 Aug 2026	9,528,505$113.6M	+807,137+9.3%
Polar Capital Holdings Plcunchanged · filed 14 Aug 2026	6,000,000$71.5M	00.0%
Markel Group Inc.unchanged · filed 31 Jul 2026	3,108,000$35.9M	00.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	1,928,492$23.0M	+60,919+3.3%
Greenhaven Road Investment Management, L.P.reduced · filed 14 Aug 2026	1,865,430$22.2M	-504,548−21.3%
Pembroke Management, LTDreduced · filed 22 Jul 2026	1,702,926$20.3M	-35,080−2.0%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	1,650,329$19.7M	+19,358+1.2%
Lincoln Capital LLCadded · filed 7 Jul 2026	973,651$11.6M	+22,999+2.4%
BlackRock, Inc.added · filed 7 Aug 2026	718,484$8.6M	+28,391+4.1%