Hagerty, Inc. (HGTY): A Bull Case Theory
We came across a bullish thesis on Hagerty, Inc. on Value Investors Club by unlatchmergers. In this article, we will summarize the bulls’ thesis on HGTY.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Polar Capital Brian Ashford-Russell And Tim Woolley | 5,767,416 | $77,514,071 | -1% | 0.3% |
| 2. | Markel Gayner Asset Management Tom Gayner | 3,108,000 | $41,771,520 | 0.33% | |
| 3. | Greenhaven Road Investment Management Scott Stewart Miller | 2,616,654 | $35,167,830 | -2% | 5.92% |
| 4. | Royce & Associates Chuck Royce | 525,000 | $7,056,000 | 0.07% | |
| 5. | Woodline Partners Michael Rockefeller And Karl Kroeker | 252,530 | $3,394,003 | -9% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.50 | 4,000 | $38,000.00 | 47,277 | 2026-03-12 | Filing | |
| $10.72 | 15,000 | $160,800.00 | 43,277 | 2026-03-03 | Filing | |
| $11.62 | 1,000 | $11,620.00 | 28,277 | 2025-09-05 | Filing | |
| $9.75 | 1,000 | $9,750.00 | 27,277 | 2025-05-14 | Filing | |
| $9.44 | 2,000 | $18,880.00 | 26,277 | 2025-05-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.41 | 50,000 | $620,500.00 | 0 | 2026-01-26 | Filing | |
| $12.55 | 50,000 | $627,500.00 | 0 | 2026-01-20 | Filing | |
| $12.86 | 50,000 | $643,000.00 | 0 | 2026-01-12 | Filing | |
| $13.25 | 1,350 | $17,887.50 | 0 | 2026-01-09 | Filing | |
| $13.08 | 24,247 | $317,150.76 | 0 | 2026-01-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 51,800,000 | $696,192,000 | 0.55% | |
| 2. | 8,269,620 | $111,143,692 | 0.08% | |
| 3. | 3,415,742 | $45,907,573 | 0% | |
| 4. | 2,226,961 | $29,930,356 | 3.09% | |
| 5. | 812,858 | $10,924,811 | 1.98% |