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.
Hagerty Inc. (HGTY)
Market is closed
Sector: Financial Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| 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 Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.01 | 5,531 | $60,896.31 | 36,689 | 2026-04-07 | Filing | |
| $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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 140,841 | $1,483,055 | 0.02% | |
| 2. | 508 | $5,415 | 0% | |
| 3. | 96 | $1,011 | 0% | |
| 4. | 31 | $326 | 0% |
News See All
Greenhaven Road Capital Doubled Its Holdings in Hagerty (HGTY)
Greenhaven Road Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Hagerty, Inc. (NYSE:HGTY) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Hagerty Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
Hagerty, Inc. (HGTY): A Bull Case Theory
We came across a bullish thesis on Hagerty, Inc. on The Catholic Capitalist’s Substack by Logan Shearer. In this article, we will summarize the bulls’ thesis on HGTY.
Hagerty, Inc. (NYSE:HGTY) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Hagerty Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Hagerty, Inc. (NYSE:HGTY) Q1 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Hagerty First Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode.
Hagerty, Inc. (NYSE:HGTY) Q4 2024 Earnings Call Transcript
Operator: Greetings, and welcome to the Hagerty, Inc. Fourth Quarter 2024 Earnings Conference. At this time, all participants are in a listen-only mode.
Is Hagerty (HGTY) Well Positioned to Grow Significantly Over The Next Five Years?
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Hagerty, Inc. (NYSE:HGTY) Q3 2024 Earnings Call Transcript
Operator: Greetings and welcome to the Hagerty Third Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode.
Hagerty, Inc. (NYSE:HGTY) Q2 2024 Earnings Call Transcript
Operator: Greetings and welcome to the Hagerty Second Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode.
Hedge Fund Resource Center