XOOMAR

Hagerty, Inc. (HGTY)

Every FINRA and SEC series the site collects for Hagerty, Inc.: short interest with days to cover, daily short sale volume, fails to deliver and Form 4 insider trades. Listed on NYSE, classified by the SEC as insurance agents, brokers & service.

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892K

Short interest

settlement 2026-08-31

7.0

Days to cover

-8.0% vs prior

48.1%

Short share of volume

2026-09-11

440

Fails to deliver

settlement 2026-07-22

$0

Insider flow, 90 days

0 buys, 0 sells

As of 2026-09-11.

Short interest

FINRA, twice a month; the last 12 months shown, all 48 settlements in the JSON

As of 31 August 2026, short interest in HGTY is 892,245 shares, down 220,969 shares over the last month. Over the last 48 readings it ranged from 260,377 shares (28 February 2025) to 1,249,219 shares (15 June 2026). At the reported average volume of 128K shares a day that is 7.0 days to cover, elevated.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-08-31892,245-8.0%127,6576.99
2026-08-14970,172-12.8%201,8804.81
2026-07-311,113,214-5.6%98,53911.30
2026-07-151,179,114+2.1%165,4777.13
2026-06-301,154,539-7.6%161,8057.14
2026-06-151,249,219+17.4%170,4067.33
2026-05-291,064,308+12.2%175,6726.06
2026-05-15949,045+18.7%186,1265.10
2026-04-30799,232+1.2%105,8337.55
2026-04-15789,692+62.2%208,5803.79
2026-03-31486,740+19.3%180,7872.69
2026-03-13408,077+10.5%227,2771.80
2026-02-27369,207+3.0%109,4883.37
2026-02-13358,512+11.8%91,5653.92
2026-01-30320,823-0.7%143,5352.24
2026-01-15323,186-15.1%116,9832.76
2025-12-31380,573-14.3%100,4173.79
2025-12-15443,975-9.4%102,3474.34
2025-11-28490,180-24.2%129,4013.79
2025-11-14647,033-1.7%185,4613.49
2025-10-31658,400+24.1%114,4335.75
2025-10-15530,464-28.5%99,2905.34
2025-09-30741,988+53.1%228,9133.24
2025-09-15484,548-7.1%219,7942.20

Daily short volume

FINRA Reg SHO, last 60 sessions. JSON

As of 11 September 2026, the short share of HGTY volume is 48.1%, down 15.7 points over the last five sessions. Over the last 52 readings it ranged from 21.2% (10 September 2026) to 77.2% (14 July 2026). The latest reading is in line with the 30-session average of 48.9%, on 213K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-09-11103K213K48.1%0
2026-09-10820K3.9M21.2%200
2026-09-0937K51K71.8%0
2026-09-0833K62K53.6%0
2026-09-0420K37K54.6%0
2026-09-0328K44K63.8%2,500
2026-09-0217K24K71.8%0
2026-09-0143K79K54.5%0
2026-08-3121K29K71.1%0
2026-08-2835K76K45.7%0
2026-08-2722K33K67.8%0
2026-08-2618K52K33.9%0
2026-08-2514K22K64.4%0
2026-08-2427K54K50.8%0
2026-08-2119K31K61.2%0
2026-08-2011K40K28.7%0
2026-08-197K22K32.1%0
2026-08-1817K70K24.4%700
2026-08-1718K65K27.9%0
2026-08-1413K28K46.0%0
2026-08-1332K61K53.3%0
2026-08-1214K35K41.5%0
2026-08-1141K55K75.4%0
2026-08-1028K86K32.4%0
2026-08-0739K99K39.6%0
2026-08-0636K82K44.5%0
2026-08-0550K206K24.6%0
2026-08-0424K52K45.1%0
2026-08-0320K28K70.4%0
2026-07-3116K34K47.0%0

Fails to deliver

SEC, by settlement date. JSON

As of 22 July 2026, the fails-to-deliver balance in HGTY is 440 shares, up 378 shares over the last settlement date. Over the last 52 readings it ranged from 1 share (16 April 2026) to 549,240 shares (11 August 2025). The latest reading sits at the bottom of that range.

SettlementShares failedPriceValue
2026-07-22440$11.72$5K
2026-07-0762$12.25$760
2026-07-02906$12.06$11K
2026-06-297,783$11.76$92K
2026-06-172,659$11.09$29K
2026-05-29890$10.17$9K
2026-05-2767$10.35$693
2026-05-262,038$10.70$22K
2026-05-151,713$10.34$18K
2026-04-2413$10.61$138
2026-04-237$10.51$74
2026-04-161$11.02$11
2026-04-102$11.11$22
2026-04-086,554$11.08$73K
2026-04-066,467$10.97$71K
2026-03-265,714$10.66$61K
2026-03-202,001$10.24$20K
2026-03-0317$10.98$187
2026-02-19511$11.94$6K
2026-02-18331$12.14$4K
2026-02-13259$12.02$3K
2026-02-11239$12.01$3K
2026-02-06783$12.63$10K
2026-01-2841$12.14$498
2026-01-2732,687$12.50$409K
2026-01-23939$12.81$12K
2026-01-2147,331$12.65$599K
2026-01-1346,782$12.96$606K
2026-01-12826$13.06$11K
2026-01-06157,646$12.71$2.0M

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

No open-market insider trades were reported for HGTY in the last 90 days. The most recent filings are listed below; grants and option exercises carry a weaker signal than voluntary trades. Latest filing: Kuczinski Anthony J on 2026-05-15.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-05-15Kuczinski Anthony Jn/aBuy10K$10.46$99K69K
2026-04-07Harris Laurien/aSell6K$11.01$61K37K
2026-04-02McClymont PatrickChief Financial OfficerGrant962$10.13$10K337K
2026-04-02Chafey DianaChief Legal OfficerGrant1K$10.13$12K77K
2026-04-01Kay Sabrinan/aGrant12K$0.00$054K
2026-04-01Harbert Randall Houstonn/aGrant12K$0.00$046K
2026-04-01KAUFFMAN ROBERT In/aGrant12K$0.00$079K
2026-04-01SWANSON WILLIAM Hn/aGrant12K$0.00$054K
2026-04-01Kuczinski Anthony Jn/aGrant12K$0.00$059K
2026-04-01McClymont PatrickChief Financial OfficerTax withholding32K$10.66$345K336K
2026-04-01McClymont PatrickChief Financial OfficerGrant54K$0.00$0368K
2026-04-01Page Russell AndrewChief Information OfficerTax withholding11K$10.66$119K132K
2026-04-01Page Russell AndrewChief Information OfficerGrant31K$0.00$0143K
2026-04-01Salmi Mikan/aGrant12K$0.00$054K
2026-04-01Harris Laurien/aGrant12K$0.00$042K
2026-04-01Heaton Michael Rn/aGrant12K$0.00$022K
2026-04-01Hagerty McKeelChief Executive OfficerTax withholding83K$10.66$883K1.0M
2026-04-01DELANEY KEVIN MChief Accounting OfficerTax withholding8K$10.66$90K100K
2026-04-01DELANEY KEVIN MChief Accounting OfficerGrant18K$0.00$0108K
2026-04-01Champagne ColletteCHRO and CAOTax withholding28K$10.66$301K270K
2026-04-01Champagne ColletteCHRO and CAOGrant24K$0.00$0298K
2026-04-01Chafey DianaChief Legal OfficerTax withholding5K$10.66$52K76K
2026-04-01Chafey DianaChief Legal OfficerGrant24K$0.00$081K
2026-04-01Briglia Jeffrey EdwardPresident of InsuranceTax withholding10K$10.66$106K162K
2026-04-01Briglia Jeffrey EdwardPresident of InsuranceGrant46K$0.00$0172K
2026-04-01Ahn KennethPresident, Hagerty MarketplaceTax withholding10K$10.66$103K127K
2026-04-01Ahn KennethPresident, Hagerty MarketplaceGrant23K$0.00$0137K
2026-03-12Kuczinski Anthony Jn/aBuy4K$9.50$38K47K
2026-03-03Kuczinski Anthony Jn/aBuy15K$10.72$161K43K
2026-01-26Ahn KennethPresident, Hagerty MarketplaceSell50K$12.41$621K0
2026-01-26Ahn KennethPresident, Hagerty MarketplaceConversion50K$0.00$050K
2026-01-20Ahn KennethPresident, Hagerty MarketplaceSell50K$12.55$628K0
2026-01-20Ahn KennethPresident, Hagerty MarketplaceConversion50K$0.00$050K
2026-01-12Ahn KennethPresident, Hagerty MarketplaceSell50K$12.86$643K0
2026-01-12Ahn KennethPresident, Hagerty MarketplaceConversion50K$0.00$050K
2026-01-09Ahn KennethPresident, Hagerty MarketplaceSell1K$13.25$18K0
2026-01-09Ahn KennethPresident, Hagerty MarketplaceConversion1K$0.00$01K
2026-01-07Ahn KennethPresident, Hagerty MarketplaceSell24K$13.08$317K0
2026-01-07Ahn KennethPresident, Hagerty MarketplaceConversion24K$0.00$024K
2026-01-06Ahn KennethPresident, Hagerty MarketplaceSell11K$12.85$140K0
2026-01-06Ahn KennethPresident, Hagerty MarketplaceConversion11K$0.00$011K
2026-01-05Ahn KennethPresident, Hagerty MarketplaceSell165K$12.79$2.1M0
2026-01-05Ahn KennethPresident, Hagerty MarketplaceConversion165K$0.00$0165K
2025-12-22KAUFFMAN ROBERT In/aGift150K$0.00$0748K
2025-12-15Ahn KennethPresident, Hagerty MarketplaceSell100K$12.80$1.3M0
2025-12-15Ahn KennethPresident, Hagerty MarketplaceConversion100K$0.00$0100K
2025-10-27KAUFFMAN ROBERT In/aSell15K$11.12$170K898K
2025-10-24KAUFFMAN ROBERT In/aSell15K$11.16$164K913K
2025-10-23KAUFFMAN ROBERT In/aSell15K$11.12$167K928K
2025-10-22KAUFFMAN ROBERT In/aSell9K$11.18$106K943K

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are the rarer, stronger signal.

Planned sales (Form 144)

Newest first. JSON

21 Form 144 notices on file for HGTY worth $4.5M at the prices reported; 0 in the last 90 days worth $0. Latest: Robert I. Kauffman filed on 2025-10-27 to sell 15,270 shares ($170K) from 2025-10-27.

FiledSellerSharesMarket valueOf outstandingSale fromBroker
2025-10-27Robert I. KauffmanDirector15K$170K0.017%2025-10-27Merrill Lynch
2025-10-24Robert I. KauffmanDirector15K$164K0.016%2025-10-24Merrill Lynch
2025-10-23Robert I. KauffmanDirector15K$167K0.016%2025-10-23Merrill Lynch
2025-10-22Robert I. KauffmanDirector9K$106K0.010%2025-10-22Merrill Lynch
2025-10-21Robert I. KauffmanDirector12K$137K0.013%2025-10-21Merrill Lynch
2025-10-201Director8K$93K0.009%2025-10-20Merrill Lynch
2025-10-171Director15K$166K0.016%2025-10-17Merrill Lynch
2025-10-161Director23K$272K0.026%2025-10-16Merrill Lynch
2025-10-151Director12K$150K0.014%2025-10-15Merrill Lynch
2025-10-141Director56K$675K0.061%2025-10-14Merrill Lynch
2025-10-081Director23K$272K0.025%2025-10-08Merrill Lynch
2025-10-071Director7K$82K0.008%2025-10-07Merrill Lynch
2025-10-061Director3K$36K0.003%2025-10-06Merrill Lynch
2025-10-021Director21K$255K0.023%2025-10-02Merrill Lynch
2025-10-011Director18K$222K0.020%2025-10-01Merrill Lynch
2025-10-011Director30K$361K0.033%2025-09-30Merrill Lynch
2025-09-301Director30K$361K0.033%2025-09-30Merrill Lynch
2025-09-291Director6K$65K0.006%2025-09-29Merrill Lynch
2025-09-221Director34K$427K0.038%2025-09-22Merrill Lynch
2025-09-16Robert I. KauffmanDirector18K$220K0.019%2025-09-16Merrill Lynch
2025-09-15Robert I. KauffmanDirector11K$146K0.013%2025-09-15Merrill Lynch

Large holders (13D and 13G)

One row per reporting person, newest filing first. JSON

4 holders above 5% have filed on HGTY, 3 on Schedule 13D (active intent). The largest reported stake is HAGERTY HOLDING CORP. at 56.5% of the class (155,914,656 shares), filed 2026-09-11 for an event on 2026-09-09.

FiledFormHolderSharesOf classEvent
2026-09-1113D/Ano. 3HAGERTY HOLDING CORP.corporation155.9M56.5%2026-09-09
2026-04-1513D/Ano. 5MARKEL GROUP INC.corporation79.4M44.8%2026-04-13
2025-11-1413GT. Rowe Price Investment Management, Inc.investment adviser5.2M5.7%2025-09-30
2025-11-0613D/Ano. 6State Farm Mutual Automobile Insurance Companyinsurance company56.0M53.5%2025-11-04
2025-11-0513D/Ano. 4MARKEL GROUP INC.corporation79.4M44.9%2025-11-04

13F holders

Tracked managers holding HGTY at their latest 13F. JSON

6 of the 30 tracked managers held HGTY at their latest 13F, $3.8M in total at quarter-end prices. Renaissance Technologies is the largest at $873K (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 2 added shares and 4 cut.

FundQuarterSharesValueOf portfolioChange in shares
Renaissance Technologies2026-06-3073K$873K0.00%-84K
Citadel Advisors2026-06-3072K$857K0.00%+31K
Two Sigma Investments2026-06-3072K$854K0.00%-20K
D. E. Shaw & Co.2026-06-3048K$574K0.00%-38K
AQR Capital Management2026-06-3036K$434K0.00%+15K
Millennium Management2026-06-3014K$169K0.00%-29K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

Financials

SEC XBRL, as filed. JSON

In Q2 2026 (quarter ended 2026-06-30) Hagerty, Inc. reported revenue of $80.8M, down 57.1% from the same quarter a year earlier. In FY 2025 it generated $219.0M of operating cash flow. As of 2026-06-30, cash was $298.3M against $216.0M of debt.

Cash
$298.3M
Debt
$216.0M
Equity
$215.5M
Total assets
$2.15B

Quarterly, last 8 quarters

QuarterPeriod endRevenueNet incomeMarginDiluted EPS
Q2 20262026-06-30$80.8Mn/an/an/a
Q1 20262026-03-31$61.1Mn/an/an/a
Q4 2025derived2025-12-31$150.8Mn/an/an/a
Q3 20252025-09-30$190.0Mn/an/an/a
Q2 20252025-06-30$188.4Mn/an/an/a
Q1 20252025-03-31$148.4Mn/an/an/a
Q4 2024derived2024-12-31$121.2Mn/an/an/a
Q3 20242024-09-30$155.5Mn/an/an/a

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-31$677.6Mn/a$219.0Mn/an/an/a
FY 20242024-12-31$548.6Mn/a$177.0Mn/an/an/a
FY 20232023-12-31$464.3Mn/a$133.7Mn/an/an/a
FY 20222022-12-31$383.7M$32.1M$55.3Mn/an/an/a
FY 20212021-12-31$323.3M-$46.4M$42.3Mn/an/an/a

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are cash paid to repurchase common stock in the year (XBRL PaymentsForRepurchaseOfCommonStock), not authorizations. Balance sheet lines are as of 2026-06-30.

What this page is

Hagerty, Inc. in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page pulls every series the site collects for one ticker onto one URL, keyed by the SEC's own ticker list, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a summary sentence built from the rows (last value, change, range with dates) and its own JSON and CSV links. Nothing on the page is written by a model; the sentences change only when the data does. A page exists only for companies with data in at least two series, and every section says when its source last updated.

This page follows Hagerty, Inc. (HGTY), SEC CIK 1840776, listed on NYSE, classified by the SEC as insurance agents, brokers & service. The cross-market tables live on the short interest and insider transactions hubs.

Source and method

Short interest
FINRA consolidated short interestTwice a month, about eight business days after settlement. Latest 2026-08-31.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesEvery trading day, loaded the following morning. Latest 2026-09-11.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataTwice a month, a few weeks after the half month ends. Latest 2026-07-22.JSON and CSV
Planned sales
SEC EDGAR Form 144EDGAR read every 30 minutes; a notice is filed on or before the sell order. Latest 2025-10-27.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GEDGAR read every 30 minutes; 13D within five business days of crossing 5%, 13G on the passive schedule. Latest 2026-09-11.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRQuarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials
SEC XBRL company factsRefreshed weekly from the SEC's structured data; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
Insider trades
SEC EDGAR Form 4EDGAR read every 30 minutes; filings are due two business days after the trade. Latest 2026-05-15.JSON and CSV
Company record
EDGAR filing index for CIK 1840776Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
30 requests a minute without a key, 120 a minute with a key from a free account.

Data checks. Every dataset is checked against its source once a day. This dataset passed the last run, 14 Sep 14:38 UTC.

How to read it

  • Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
  • Insider buys next to a crowded short are the combination that has historically preceded squeezes; insider sells next to a crowded short are common and mean little.
  • Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Datasets

Frequently Asked Questions

How much of HGTY is sold short?
892,245 shares were held short at the 2026-08-31 settlement, 7.0 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is HGTY's daily short volume?
On 2026-09-11, 102,711 of the 213,491 HGTY shares reported to FINRA were sold short, 48.1% of the day's reported volume. Short volume is a flow for one day, not a position.
Does HGTY have fails to deliver?
The SEC's latest file shows 440 HGTY shares failed to deliver at settlement 2026-07-22. Fails are reported per settlement date and published twice a month with a lag.
Are HGTY insiders buying or selling?
No open-market insider trades were reported for HGTY in the last 90 days. The most recent filings are listed below; grants and option exercises carry a weaker signal than voluntary trades. Latest filing: Kuczinski Anthony J on 2026-05-15.
Have HGTY insiders filed to sell?
21 Form 144 notices on file for HGTY worth $4.5M at the prices reported; 0 in the last 90 days worth $0. Latest: Robert I. Kauffman filed on 2025-10-27 to sell 15,270 shares ($170K) from 2025-10-27.
Who owns more than 5% of HGTY?
4 holders above 5% have filed on HGTY, 3 on Schedule 13D (active intent). The largest reported stake is HAGERTY HOLDING CORP. at 56.5% of the class (155,914,656 shares), filed 2026-09-11 for an event on 2026-09-09.
What did HGTY report last quarter?
In Q2 2026 (quarter ended 2026-06-30) Hagerty, Inc. reported revenue of $80.8M, down 57.1% from the same quarter a year earlier. In FY 2025 it generated $219.0M of operating cash flow. As of 2026-06-30, cash was $298.3M against $216.0M of debt.
Which funds hold HGTY?
6 of the 30 tracked managers held HGTY at their latest 13F, $3.8M in total at quarter-end prices. Renaissance Technologies is the largest at $873K (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 2 added shares and 4 cut.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.