XOOMAR

Hagerty (HGTY)

Hagerty on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as insurance agents, brokers & service.

Download CSV

1.2M

Short interest

settlement 2026-09-15

1.2

Days to cover

-5.8 days vs prior

52.3%

Short share of volume

2026-10-08

101

Fails to deliver

settlement 2026-09-08

Tue 3 Nov

Next earnings

estimated date

-$122.0M

Insider flow, 90 days

0 buys, 2 sells

As of 2026-10-08.

Short interest

FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSON

As of 15 September 2026, short interest in HGTY is 1,158,368 shares, up 188,196 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). The latest reading sits at the top of that range. At the reported average volume of 975K shares a day that is 1.2 days to cover.

Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/hgty" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
PreviewDark previewAdd ?theme=dark to the src for a dark chart.
SettlementShares shortChangeAvg daily volumeDays to cover
2026-09-151,158,368+29.8%975,4431.19
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

Daily short volume

FINRA Reg SHO, the last 30 sessions. JSON

As of 8 October 2026, the short share of HGTY volume is 52.3%, down 4.0 points over the last five sessions. Over the last 30 readings it ranged from 21.2% (10 September 2026) to 80.0% (24 September 2026). The latest reading is in line with the 30-session average of 52.5%, on 107K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-10-0856K107K52.3%0
2026-10-0773K109K67.6%0
2026-10-0646K129K35.9%0
2026-10-0585K141K60.1%408
2026-10-0295K191K49.6%0
2026-10-0170K125K56.3%0
2026-09-3044K64K67.8%0
2026-09-2938K80K47.7%0
2026-09-2843K152K28.5%0
2026-09-2551K139K36.8%0
2026-09-24104K130K80.0%0
2026-09-2347K71K66.8%0
2026-09-2251K148K34.4%15
2026-09-2168K121K55.8%0
2026-09-1866K150K44.1%0
2026-09-1757K104K54.5%0
2026-09-1637K105K35.3%0
2026-09-1550K159K31.1%0
2026-09-14140K296K47.3%0
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

Fails to deliver

SEC, the last 30 settlement dates with a fail. JSON

As of 8 September 2026, the fails-to-deliver balance in HGTY is 101 shares, down 3,409 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (16 April 2026) to 47,331 shares (21 January 2026). The latest reading sits at the bottom of that range.

SettlementShares failedPriceValue
2026-09-08101$13.55$1K
2026-08-313,510$13.42$47K
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

Insider trades

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

Insiders at HGTY reported 2 open-market sells worth $122.0M in the last 90 days and no open-market buys. Latest filing: McClymont Patrick (Chief Financial Officer) on 2026-10-02.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-10-02McClymont PatrickChief Financial OfficerGrant1K$12.79$15K338K
2026-10-02Chafey DianaChief Legal OfficerGrant979$12.79$13K77K
2026-10-01DELANEY KEVIN MChief Accounting OfficerTax withholding959$13.46$13K83K
2026-10-01Chafey DianaChief Legal OfficerTax withholding1K$13.46$14K76K
2026-09-24KAUFFMAN ROBERT IDirectorGift74K$0.00$0674K
2026-09-11Hagerty Holding Corp.10% ownerSell1.4M$11.47$15.9M0
2026-09-11Hagerty Holding Corp.10% ownerConversion1.4Mprice not stated in the filingnot stated1.4M
2026-09-11MARKEL GROUP INC.10% ownerConversion7.8Mprice not stated in the filingnot stated10.9M
2026-09-09Hagerty Holding Corp.10% ownerSell9.3M$11.47$106.1M0
2026-09-09Hagerty Holding Corp.10% ownerConversion9.3Mprice not stated in the filingnot stated9.3M
2026-07-02DELANEY KEVIN MChief Accounting OfficerSell3K$12.25$38K84K
2026-07-01DELANEY KEVIN MChief Accounting OfficerTax withholding3K$12.06$30K87K
2026-07-01DELANEY KEVIN MChief Accounting OfficerSell9K$12.10$114K90K
2026-07-01Briglia Jeffrey EdwardPresident of InsuranceTax withholding5K$12.06$59K157K
2026-07-01Bjornstad Henrik WaerstedDirectorGrant10K$0.00$010K
2026-06-30DELANEY KEVIN MChief Accounting OfficerSell905$12.01$11K99K
2026-05-15Kuczinski Anthony JDirectorBuy10K$10.46$99K69K
2026-04-07Harris LaurieDirectorSell6K$11.01$61K37K
2026-04-02McClymont PatrickChief Financial OfficerGrant962$10.13$10K337K
2026-04-02Chafey DianaChief Legal OfficerGrant1K$10.13$12K77K
2026-04-01Kay SabrinaDirectorGrant12K$0.00$054K
2026-04-01Harbert Randall HoustonDirectorGrant12K$0.00$046K
2026-04-01KAUFFMAN ROBERT IDirectorGrant12K$0.00$079K
2026-04-01SWANSON WILLIAM HDirectorGrant12K$0.00$054K
2026-04-01Kuczinski Anthony JDirectorGrant12K$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 MikaDirectorGrant12K$0.00$054K
2026-04-01Harris LaurieDirectorGrant12K$0.00$042K
2026-04-01Heaton Michael RDirectorGrant12K$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 JDirectorBuy4K$9.50$38K47K
2026-03-03Kuczinski Anthony JDirectorBuy15K$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

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 rarer.

Planned sales (Form 144)

Newest first. JSON

33 Form 144 notices on file for HGTY worth $10.5M at the prices reported; 0 in the last 90 days worth $0. Latest: DELANEY KEVIN M filed on 2026-07-02 to sell 3,113 shares ($38K) from 2026-07-02.

FiledSellerSharesMarket valueOf outstandingSale fromBroker
2026-07-02DELANEY KEVIN MOfficer3K$38K0.003%2026-07-02Fidelity Brokerage Services LLC
2026-07-01DELANEY KEVIN MOfficer9K$114K0.009%2026-07-01Fidelity Brokerage Services LLC
2026-06-30DELANEY KEVIN MOfficer905$11K0.001%2026-06-30Fidelity Brokerage Services LLC
2026-04-07Harris LaurieDirector6K$61K0.005%2026-04-07Fidelity Brokerage Services LLC
2026-01-26Ahn KennethOfficer50K$620K0.050%2026-01-26Fidelity Brokerage Services LLC
2026-01-20Ahn KennethOfficer50K$627K0.050%2026-01-20Fidelity Brokerage Services LLC
2026-01-12Ahn KennethOfficer50K$643K0.050%2026-01-12Fidelity Brokerage Services LLC
2026-01-09Ahn KennethOfficer1K$18K0.001%2026-01-09Fidelity Brokerage Services LLC
2026-01-07Ahn KennethOfficer24K$317K0.024%2026-01-07Fidelity Brokerage Services LLC
2026-01-06Ahn KennethOfficer11K$140K0.011%2026-01-06Fidelity Brokerage Services LLC
2026-01-05Ahn KennethOfficer165K$2.1M0.164%2026-01-05Fidelity Brokerage Services LLC
2025-12-15Ahn KennethOfficer100K$1.3M0.099%2025-12-15Fidelity Brokerage Services LLC
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 with its latest filing, newest first. JSON

7 holders report 5% or more of HGTY in their latest filing, 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
2026-10-0613G/Ano. 1Neuberger Berman Group LLCparent holding company11.3M11.1%2026-09-30
2026-10-0613G/Ano. 1Neuberger Berman Investment Advisers LLCinvestment adviser11.1M10.8%2026-09-30
2026-10-0613G/Ano. 1Neuberger Berman Genesis Fundinvestment company6.1M6.1%2026-09-30
2026-09-1413D/Ano. 6MARKEL GROUP INC.corporation79.4M42.0%2026-09-11
2026-09-1113D/Ano. 3HAGERTY HOLDING CORP.corporation155.9M56.5%2026-09-09
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

13F holders

Tracked managers holding HGTY at their latest 13F. JSON

6 of the 30 tracked managers held HGTY at their latest 13F, $3.3M 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
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
Citadel Advisors2026-06-3032K$385K0.00%+20K
Millennium Management2026-06-3014K$169K0.00%-38K

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 FY 2026 (quarter ended 2026-06-30) Hagerty 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 FY 20262026-06-30$80.8Mn/an/an/a
Q1 FY 20262026-03-31$61.1Mn/an/an/a
Q4 FY 2025derived2025-12-31$150.8Mn/an/an/a
Q3 FY 20252025-09-30$190.0Mn/an/an/a
Q2 FY 20252025-06-30$188.4Mn/an/an/a
Q1 FY 20252025-03-31$148.4Mn/an/an/a
Q4 FY 2024derived2024-12-31$121.2Mn/an/an/a
Q3 FY 20242024-09-30$155.5Mn/an/an/a

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-31$677.6M$149.2M$219.0M$24.5Mn/an/a
FY 20242024-12-31$548.6M$78.3M$177.0M$21.3Mn/an/a
FY 20232023-12-31$464.3M$28.2M$133.7M$26.4Mn/an/a
FY 20222022-12-31$383.7M$32.1M$55.3M$44.4Mn/an/a
FY 20212021-12-31$323.3M-$46.4M$42.3M$43.4Mn/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 the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30.

What this page is

Hagerty 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 puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, 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 one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.

This page follows Hagerty (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 updates

Short interest
FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-15.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-08.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-08.JSON and CSV
Planned sales
SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-07-02.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-10-06.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials
SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
Earnings dates
SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-08-05.JSON and CSV
Insider trades
SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-10-02.JSON and CSV
Company record
EDGAR filing index for CIK 1840776Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
10 requests a minute without a key, 30 with a free key from a free account.

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 large short position are rare and stand out; insider sells next to one 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?
1,158,368 shares were held short at the 2026-09-15 settlement, 1.2 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 2026-10-08, 55,860 of the 106,851 HGTY shares reported to FINRA were sold short, 52.3% 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 101 HGTY shares failed to deliver at settlement 2026-09-08. Fails are reported per settlement date and published twice a month with a lag.
Are HGTY insiders buying or selling?
Insiders at HGTY reported 2 open-market sells worth $122.0M in the last 90 days and no open-market buys. Latest filing: McClymont Patrick (Chief Financial Officer) on 2026-10-02.
Have HGTY insiders filed to sell?
33 Form 144 notices on file for HGTY worth $10.5M at the prices reported; 0 in the last 90 days worth $0. Latest: DELANEY KEVIN M filed on 2026-07-02 to sell 3,113 shares ($38K) from 2026-07-02.
Who owns 5% or more of HGTY?
7 holders report 5% or more of HGTY in their latest filing, 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 FY 2026 (quarter ended 2026-06-30) Hagerty 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 tracked 13F managers own HGTY?
6 of the 30 tracked 13F managers held HGTY shares at their latest filing, $3.3M in all. The largest: Renaissance Technologies (73K shares, $873K), Two Sigma Investments (72K shares, $854K), D. E. Shaw & Co. (48K shares, $574K), Cliff Asness's AQR Capital Management (36K shares, $434K), Ken Griffin's Citadel Advisors (32K shares, $385K), Izzy Englander's Millennium Management (14K shares, $169K).

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