Loading…
Ken GriffinHeld
Citadel Advisors · Q2 2026
$385.46K
32.34K shares · 0.0% of portfolio
Hagerty, Inc.
Hagerty, Inc. (HGTY) is listed on NYSE and classified in Insurance - Property & Casualty, part of the Financial Services sector. It is headquartered in Traverse City, United States and has 1,891 employees. The company is worth $5.43B and trades at 143.5x its earnings of the last twelve months; the median for its sector is 13.2x. Revenue was $1.46B in fiscal 2025, up 17.3% from the year before. Net income was $149.23M. The share price is within 3% of its 52-week high. 6 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Tom Gayner (Markel Group), at $35.9M. In that quarter, 1 of them reduced the position. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +49.7% over 5Y.
today you would have $1,516.35▲ +51.6%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 5 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Year-end price | $13.44 | $9.65 | $7.80 | $8.41 | $14.18 | |
| P/E | — | — | — | — | 21.6x | — |
| P/S | 3.2x | — | 2.7x | 2.6x | 3.6x | 7.6x |
| P/B | 28.6x | — | 22.2x | 28.6x | 48.1x | — |
| EPS |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| OZKBank OZK | $49.67 | 8.2x | 0.9x | 3.95% | 11.03% | $5.42B |
| FIGRFigure Technology Solutions, Inc. | $24.04 | 25.8x | 3.8x | 0.00% | 26.12% | $5.39B |
| SIGISelective Insurance Group Inc | $91.74 | 11.4x | 1.6x | 1.87% | 14.15% | $5.46B |
| WTMWhite Mountains Insurance Group Ltd |
| — |
| — |
| — |
| $0.39 |
| -$0.56 |
| Profit margin | 4.07% | 10.25% | 6.31% | 2.74% | 4.07% | -7.49% |
| ROE | 53.11% | 67.43% | 52.09% | 30.40% | 54.14% | — |
Median of the years shown; P/E years above 200x are left out.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
1 methods answered, across 1 families.
Room for errors in the reported numbers.
-85.5% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $2,247.52 |
| 5.1x |
| 1.0x |
| 0.04% |
| 20.36% |
| $5.36B |
| ABCBAmeris Bancorp | $82.37 | 14.9x | 1.3x | 0.97% | 9.40% | $5.53B |
| BGCBGC Group, Inc. | $11.89 | 29.7x | 5.1x | 0.67% | 15.88% | $5.54B |