Insider Transactions Reported by 32 Insiders of Hagerty, Inc.

Symbol: HGTY on NYSE
Location: Traverse City, MI

Quick Takeaways

HGTY - Hagerty, Inc. has 32 insiders with reported activity on this page.
Net insider value flow over the last year: -$121,220,865.
Recent transaction rows are available for direct filing-level review.

What Changed

Buy value: $239,050; sell value: $121,459,915.
Net share flow: -13,101,352.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Source Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$121,220,865.

Buys

$239,050

Shares: 23,000

Insiders: 1

Sells

$121,459,915

Shares: 13,124,352

Insiders: 4

Net

-$121,220,865

Shares: -13,101,352

Insiders: -3

Window (months)	Buy shares	Sell shares	Buy $	Sell $	Net $
0-3	19,000	5,531	$198,800	$60,896	+$137,904
3-6	0	451,350	$0	$5,754,572	-$5,754,572
6-9	1,000	11,760,315	$11,620	$106,539,699	-$106,528,079
9-12	3,000	907,156	$28,630	$9,104,748	-$9,076,118

Hagerty, Inc. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	10%+ Owner	$620,372,553			Mixed	05 Jul 2024
MARKEL GROUP INC.	10%+ Owner	$33,877,200			Mixed	03 Jul 2024
McKeel Hagerty	Chief Executive Officer, Director	$13,947,225			Mixed	01 Apr 2026
Robert I. Kauffman	Director	$11,118,508	-$31,070,081	-74%	Mixed	01 Apr 2026
William H. Swanson	Director	$6,297,621			Mixed	01 Apr 2026
Patrick McClymont	Chief Financial Officer	$4,526,511			Mixed	01 Apr 2026
Collette Champagne	CHRO and CAO	$3,631,582			Mixed	01 Apr 2026
Frederick Turcotte	Chief Financial Officer	$3,613,488			Mixed	06 Apr 2023
Jeffrey Edward Briglia	President of Insurance	$2,177,642			Mixed	01 Apr 2026
Paul Rehrig	Pres. of Hagerty Media & Entmt	$1,949,083			Mixed	01 Oct 2024
Russell Andrew Page	Chief Information Officer	$1,770,625			Mixed	01 Apr 2026
Kenneth Ahn	President, Hagerty Marketplace	$1,708,425	-$5,754,572	-77%	Mixed	01 Apr 2026
Kevin M. Delaney	Chief Accounting Officer	$1,343,395			Mixed	01 Apr 2026
Barbara E. Matthews	SVP, Gen Counsel & Corp Secr.	$1,042,188			Mixed	06 Apr 2023
Diana Chafey	Chief Legal Officer	$1,034,987			Mixed	01 Apr 2026
Charles John Favour	Chief Underwriting Officer	$858,042			Mixed	01 Apr 2024
Anthony J. Kuczinski	Director	$794,949	+$239,050	+43%	Mixed	01 Apr 2026
Sabrina Kay	Director	$728,085			Mixed	01 Apr 2026
Mika Salmi	Director	$728,085			Mixed	01 Apr 2026
Randall Houston Harbert	Director	$615,982			Mixed	01 Apr 2026
John Carlisle Butcher	President	$530,630			Mixed	04 Apr 2023
Laurie Harris	Director	$403,945	-$60,896	-13%	Filing P/S	07 Apr 2026
F. Michael Crowley	Director	$384,102			Mixed	01 Apr 2025
Michael R. Heaton	Director	$297,037			Mixed	01 Apr 2026
Michael E. Angelina	Director	$148,731			Mixed	01 Apr 2023
Michael L. Tipsord	Director	$66,561			Mixed	01 Apr 2022
Kelly Edward Smith	Chief Strategy Officer	$1,476			Mixed	01 Apr 2022
Hagerty Holding Corp.	10%+ Owner	$0	-$84,574,365	-100%	Mixed	13 Aug 2025
Martin S. Friedman	Director				Mixed	09 Apr 2021
Aldel LLC	10%+ Owner				Mixed	09 Apr 2021
Charles E. Nearburg	Director				Mixed	09 Apr 2021
Henrik Waersted Bjornstad	Director				Mixed	14 Apr 2026

Top shareholders of Hagerty, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Hagerty Holding Corp.	13D/G 3/4/5	10%+ Owner	62%	166,552,156	$1,665,521,560	-$12,367,500	13 Aug 2025	13D/G 3/4/5
MARKEL GROUP INC.	13D/G 3/4/5 13F	10%+ Owner · Company	45%	79,380,265	$955,738,391	$0	04 Nov 2025	13D/G 3/4/5 13F
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	13F 13D/G 3/4/5	Company · State Farm Mutual Automobile Insurance Company · 10%+ Owner	54% from 13D/G	51,800,000	$696,192,000	—	31 Dec 2025	13F 13D/G 3/4/5
Neuberger Berman Group LLC	13F 13D/G	Company	5.3% from 13D/G	8,269,620	$111,143,692	—	31 Dec 2025	13F 13D/G
Polar Capital Holdings Plc	13F 13D/G	Company	5.8% from 13D/G	5,767,416	$77,514,071	—	31 Dec 2025	13F 13D/G
T. Rowe Price Investment Management, Inc.	13F 13D/G	Company	5.7% from 13D/G	5,156,899	$69,309,000	—	31 Dec 2025	13F 13D/G
VANGUARD GROUP INC	13F	Company	3.7%	3,415,742	$45,907,573	—	31 Dec 2025	13F
Greenhaven Road Investment Management, L.P.	13F	Company	2.9%	2,616,654	$35,167,830	—	31 Dec 2025	13F
Pembroke Management, LTD	13F	Company	2.4%	2,226,961	$29,930,356	—	31 Dec 2025	13F
McKeel Hagerty	3/4/5	Chief Executive Officer, Director	1.1%	1,037,740	$13,947,225	—	01 Apr 2026	3/4/5
Robert I. Kauffman	3/4/5	Director	0.9%	827,270	$11,118,508	-$31,070,081	01 Apr 2026	3/4/5
Lincoln Capital LLC	13F	Company	0.89%	812,858	$10,924,811	—	31 Dec 2025	13F
BlackRock, Inc.	13F	Company	0.73%	671,924	$9,030,659	—	31 Dec 2025	13F
ROYCE & ASSOCIATES LP	13F	Company	0.57%	525,000	$7,056,000	—	31 Dec 2025	13F
William H. Swanson	3/4/5	Director	0.51%	468,573	$6,297,621	—	01 Apr 2026	3/4/5
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.43%	398,144	$5,353,772	—	31 Dec 2025	13F
FMR LLC	13F	Company	0.38%	347,773	$4,674,069	—	31 Dec 2025	13F
Patrick McClymont	3/4/5	Chief Financial Officer	0.37%	336,794	$4,526,511	—	01 Apr 2026	3/4/5
MORGAN STANLEY	13F	Company	0.36%	332,819	$4,473,086	—	31 Dec 2025	13F
SCHOLTZ & COMPANY, LLC	13F	Company	0.35%	323,315	$4,345,354	—	31 Dec 2025	13F
Collette Champagne	3/4/5	CHRO and CAO	0.29%	270,207	$3,631,582	—	01 Apr 2026	3/4/5
Frederick Turcotte	3/4/5	Chief Financial Officer	— class O/S missing	452,818	$3,613,488	—	06 Apr 2023	3/4/5
Woodline Partners LP	13F	Company	0.28%	252,530	$3,394,003	—	31 Dec 2025	13F
STATE STREET CORP	13F	Company	0.25%	230,786	$3,101,764	—	31 Dec 2025	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.24%	215,830	$2,900,755	—	31 Dec 2025	13F
Gillson Capital LP	13F	Company	0.22%	202,012	$2,715,000	—	31 Dec 2025	13F
CONFLUENCE INVESTMENT MANAGEMENT LLC	13F	Company	0.21%	196,920	$2,646,605	—	31 Dec 2025	13F
UBS Group AG	13F	Company	0.21%	192,631	$2,588,961	—	31 Dec 2025	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	0.2%	181,448	$2,438,585	—	31 Dec 2025	13F
OXFORD FINANCIAL GROUP, LTD. LLC	13F	Company	0.19%	170,000	$2,284,800	—	31 Dec 2025	13F
Jeffrey Edward Briglia	3/4/5	President of Insurance	0.18%	162,027	$2,177,642	—	01 Apr 2026	3/4/5
Connor, Clark & Lunn Investment Management Ltd.	13F	Company	0.16%	146,228	$1,965,304	—	31 Dec 2025	13F
Paul Rehrig	3/4/5	Pres. of Hagerty Media & Entmt	— class O/S missing	187,954	$1,949,083	—	01 Oct 2024	3/4/5
Russell Andrew Page	3/4/5	Chief Information Officer	0.14%	131,743	$1,770,625	—	01 Apr 2026	3/4/5
Kenneth Ahn	3/4/5	President, Hagerty Marketplace	— mixed-class rows	902,328 mixed-class rows	$1,708,425	-$5,754,572	01 Apr 2026	3/4/5
RAYMOND JAMES FINANCIAL INC	13F	Company	0.13%	119,885	$1,611,254	—	31 Dec 2025	13F
Trexquant Investment LP	13F	Company	0.13%	115,277	$1,549,323	—	31 Dec 2025	13F
LPL Financial LLC	13F	Company	0.13%	115,039	$1,546,124	—	31 Dec 2025	13F
BROWN ADVISORY INC	13F	Company	0.12%	109,000	$1,464,960	—	31 Dec 2025	13F
NORTHERN TRUST CORP	13F	Company	0.11%	104,020	$1,398,029	—	31 Dec 2025	13F
GABELLI & Co INVESTMENT ADVISERS, INC.	13F	Company	0.11%	103,300	$1,388,352	—	31 Dec 2025	13F
Kevin M. Delaney	3/4/5	Chief Accounting Officer	0.11%	99,955	$1,343,395	—	01 Apr 2026	3/4/5
TWO SIGMA INVESTMENTS, LP	13F	Company	0.1%	92,689	$1,245,740	—	31 Dec 2025	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.1%	87,968	$1,182,290	—	31 Dec 2025	13F
TD ASSET MANAGEMENT INC	13F	Company	0.1%	87,856	$1,180,785	—	31 Dec 2025	13F
D. E. Shaw & Co., Inc.	13F	Company	0.09%	80,380	$1,080,307	—	31 Dec 2025	13F
Swiss National Bank	13F	Company	0.09%	79,260	$1,065,254	—	31 Dec 2025	13F
TWO SIGMA ADVISERS, LP	13F	Company	0.09%	79,200	$1,064,448	—	31 Dec 2025	13F
Barbara E. Matthews	3/4/5	SVP, Gen Counsel & Corp Secr.	— class O/S missing	130,600	$1,042,188	—	06 Apr 2023	3/4/5
Diana Chafey	3/4/5	Chief Legal Officer	0.08%	77,008	$1,034,987	—	01 Apr 2026	3/4/5

Recent Insider Transactions by Companies or Individuals for Hagerty, Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Value $	* Price $	Shares	Shares Owned	Date	Ownership
Laurie Harris	HGTY	Class A Common Stock	Sale	-13.1%	$60,896	$11.01	-5,531	36,689	07 Apr 2026	Direct
Patrick McClymont	HGTY	Class A Common Stock	Award	0.29%			962	336,794	02 Apr 2026	Direct
Diana Chafey	HGTY	Class A Common Stock	Award	1.54%			1,165	77,008	02 Apr 2026	Direct
Sabrina Kay	HGTY	Class A Common Stock	Award	28.1%			11,871	54,173	01 Apr 2026	Direct
Randall Houston Harbert	HGTY	Class A Common Stock	Award	35%			11,871	45,832	01 Apr 2026	Direct
Robert I. Kauffman	HGTY	Class A Common Stock	Award	17.6%			11,871	79,173	01 Apr 2026	Direct
William H. Swanson	HGTY	Class A Common Stock	Award	28.1%			11,871	54,173	01 Apr 2026	Direct
Anthony J. Kuczinski	HGTY	Class A Common Stock	Award	25.1%			11,871	59,148	01 Apr 2026	Direct
Kenneth Ahn	HGTY	Class A Common Stock	Tax liability	-7.04%			-9,627	127,115	01 Apr 2026	Direct
Kenneth Ahn	HGTY	Class A Common Stock	Award	20.4%			23,149	136,742	01 Apr 2026	Direct
McKeel Hagerty	HGTY	Class A Common Stock	Tax liability	-7.39%			-82,868	1,037,740	01 Apr 2026	Direct
Collette Champagne	HGTY	Class A Common Stock	Tax liability	-9.47%			-28,278	270,207	01 Apr 2026	Direct
Collette Champagne	HGTY	Class A Common Stock	Award	8.64%			23,742	298,485	01 Apr 2026	Direct
Patrick McClymont	HGTY	Class A Common Stock	Tax liability	-8.8%			-32,388	335,832	01 Apr 2026	Direct
Patrick McClymont	HGTY	Class A Common Stock	Award	17.2%			54,013	368,220	01 Apr 2026	Direct
Russell Andrew Page	HGTY	Class A Common Stock	Tax liability	-7.8%			-11,146	131,743	01 Apr 2026	Direct
Russell Andrew Page	HGTY	Class A Common Stock	Award	27.6%			30,865	142,889	01 Apr 2026	Direct
Mika Salmi	HGTY	Class A Common Stock	Award	28.1%			11,871	54,173	01 Apr 2026	Direct
Diana Chafey	HGTY	Class A Common Stock	Tax liability	-5.99%			-4,833	75,843	01 Apr 2026	Direct
Diana Chafey	HGTY	Class A Common Stock	Award	41.7%			23,742	80,676	01 Apr 2026	Direct
Kevin M. Delaney	HGTY	Class A Common Stock	Tax liability	-7.8%			-8,456	99,955	01 Apr 2026	Direct
Kevin M. Delaney	HGTY	Class A Common Stock	Award	19.4%			17,614	108,411	01 Apr 2026	Direct
Jeffrey Edward Briglia	HGTY	Class A Common Stock	Tax liability	-5.76%			-9,899	162,027	01 Apr 2026	Direct
Jeffrey Edward Briglia	HGTY	Class A Common Stock	Award	36.8%			46,297	171,926	01 Apr 2026	Direct
Laurie Harris	HGTY	Class A Common Stock	Award	39.1%			11,871	42,220	01 Apr 2026	Direct
Michael R. Heaton	HGTY	Class A Common Stock	Award	116%			11,871	22,101	01 Apr 2026	Direct
Anthony J. Kuczinski	HGTY	Class A Common Stock	Purchase	9.24%	$38,000	$9.50	4,000	47,277	12 Mar 2026	Direct
Anthony J. Kuczinski	HGTY	Class A Common Stock	Purchase	53%	$160,800	$10.72	15,000	43,277	03 Mar 2026	Direct
Kenneth Ahn	HGTY	Class A Common Stock	Sale	-100%	$620,500	$12.41	-50,000	0	26 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Conversion of derivative security				50,000	50,000	26 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	The Hagerty Group, LLC Units	Conversion of derivative security	-6.06%			-50,000	775,213	26 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Sale	-100%	$627,500	$12.55	-50,000	0	20 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Conversion of derivative security				50,000	50,000	20 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	The Hagerty Group, LLC Units	Conversion of derivative security	-5.71%			-50,000	825,213	20 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Sale	-100%	$643,000	$12.86	-50,000	0	12 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Conversion of derivative security				50,000	50,000	12 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	The Hagerty Group, LLC Units	Conversion of derivative security	-5.4%			-50,000	875,213	12 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Sale	-100%	$17,888	$13.25	-1,350	0	09 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Conversion of derivative security				1,350	1,350	09 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	The Hagerty Group, LLC Units	Conversion of derivative security	-0.15%			-1,350	925,213	09 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Sale	-100%	$317,151	$13.08	-24,247	0	07 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Conversion of derivative security				24,247	24,247	07 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	The Hagerty Group, LLC Units	Conversion of derivative security	-2.55%			-24,247	926,563	07 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Sale	-100%	$139,847	$12.85	-10,883	0	06 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Conversion of derivative security				10,883	10,883	06 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	The Hagerty Group, LLC Units	Conversion of derivative security	-1.13%			-10,883	950,810	06 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Sale	-100%	$2,108,687	$12.79	-164,870	0	05 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	Class A Common Stock	Conversion of derivative security				164,870	164,870	05 Jan 2026	By Quadrifoglio Holdings LLC
Kenneth Ahn	HGTY	The Hagerty Group, LLC Units	Conversion of derivative security	-14.6%			-164,870	961,693	05 Jan 2026	By Quadrifoglio Holdings LLC
Robert I. Kauffman	HGTY	Class A Common Stock	Gift	-16.7%			-150,000	748,097	22 Dec 2025	By Aldel LLC

* An asterisk sign (*) next to the price indicates that the price is likely invalid.