Hagerty, Inc.
Hagerty, Inc. (HGTY) has a dated narrative snapshot, but its priced-in model claim is temporarily suppressed because the model-solve record is unavailable or has changed.
• Hagerty is a collector-car insurance and membership business with an industry-leading 89% retention rate, and it grew written premium 18% to $289 million in Q1 2026, with earned premium up 42% and adjusted EBITDA up 77% to $85 million [Source: Hagerty Q1 2026 results, May 2026]. • The defining risk is the price: the stock trades at a multiple of book value that no sustainable return record supports, with only the growth method reaching it while every static frame lands below, so it is priced a
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109 institutional managers reported holding HGTY in 13F filings for the quarter ended 2026-03-31. Together they hold about 26% of the company; the top 10 hold 25%. 15 opened new positions that quarter. Held by Vanguard Group, Markel Group, BlackRock, among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 0.4% of shares outstanding (7.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at HGTY over the trailing three years: 2025: 5 buys totaling $59k; 2026: 2 buys totaling $199k. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HGTY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +2.6% | -10.2% |
| 2023-11-09 | +10.4% | -7.2% |
| 2024-03-13 | +0.3% | -2.3% |
| 2024-05-08 | +2.2% | +21.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HGTY's latest 8-K filings: 2026-07-17 (items 5.02, 9.01); 2026-06-12 (items 5.07); 2026-05-06 (items 2.02, 7.01, 9.01); 2026-04-15 (items 5.02); 2026-02-26 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 29, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.