# Hagerty, Inc. (HGTY)

> Source: Nexqual · https://nexqual.com/HGTY · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Hagerty, Inc. (HGTY), nexqual.com/HGTY" · informational, not investment advice.

**Price:** USD 15.3 (+2.75% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 14.89 · day 15–15.35 · 52w 9.36–15.35 · market cap $5.26B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold HGTY (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Analysts: Hold (mean 2.56 on a 1–5 scale) (9 analysts), mean target USD 14.5 (range 13–16).
- Total return with dividends: 1Y +33.7% vs S&P 500 +18.1%; 5Y +52.4% vs S&P 500 +85.1%.
- Next earnings: 2026-11-04, EPS estimate USD 0.02, revenue estimate $340M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold HGTY. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Thomas Gayner | Markel Group | 0.27% | $35.9M | Unchanged |

## Analysts
Consensus Hold (mean 2.56 on a 1–5 scale), 9 analysts; mean target USD 14.5 (low 13, high 16).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-11 | Keefe, Bruyette & Woods | Target raised | Outperform | $15 → $16 |
| 2026-08-07 | Truist Securities | Target raised | Hold | $11 → $13 |
| 2026-07-14 | JP Morgan | Target raised | Neutral | $12 → $13 |
| 2026-07-09 | Wells Fargo | Target raised | Equal-Weight | $11 → $13 |
| 2026-07-08 | Keefe, Bruyette & Woods | Target raised | Outperform | $14 → $15 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | +33.7% | +52.4% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +33.9% | +8.8% |
| Volatility (annualized) | 33.9% | 41.6% |
| Max drawdown | -30.0% (Dec 2025→Mar 2026) | -59.2% (Dec 2021→Oct 2023) |

## Peers (Insurance - Property & Casualty)
SIGI (Selective Insurance Group, Inc.) USD 87.3 +2.52% · WTM (White Mountains Insurance Group) USD 2,143.73 +2.42% · RLI (RLI Corp.) USD 59.48 +4.17% · PLMR (Palomar Holdings, Inc.) USD 137.61 +3.13% · LMND (Lemonade, Inc.) USD 45.86 +2.57% · THG (Hanover Insurance Group Inc) USD 228.42 +2.69%

## More
Full page: https://nexqual.com/HGTY · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt