Hagerty (HGTY)

• Market cap: $771M
• 1 day: 0.47%
• 5 days: 0.23%
• 1 month: -8.55%
• 3 months: -11.93%
• 6 months: -17.93%
• Year to date: -13.36%
• 1 year: -2.51%
• 5 years: -45.20%
• 10 years: -45.20%
• Sector: Financials
• Industry: Property & Casualty Insurance

About: Hagerty Inc is a provider of specialty automotive insurance. The company underwrites, sells, and services classic car and enthusiast vehicle insurance policies. Substantial revenue is derived from Commission and fees. Geographically it serves Europe, Canada, and the United States.

Employees: 1,744

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

398% more call options, than puts

Call options by funds: $862K | Put options by funds: $173K

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

14% more funds holding

Funds holding: 78 [Q3] → 89 (+11) [Q4]

1.22% more ownership

Funds ownership: 82.28% [Q3] → 83.5% (+1.22%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

3% less capital invested

Capital invested by funds: $752M [Q3] → $725M (-$26.1M) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $10 17% upside
• Avg. target: $10 17% upside
• High target: $10 17% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

JP Morgan Pablo Singzon 100% 1-year accuracy 3 / 3 met price target

17% upside $10

Neutral Maintained

8 Apr 2025