HGTY: Hagerty, Inc. Stock

SIC 6411 – Insurance Agents, Brokers, and Service

Valuation
Market Cap ($M) 763.79
Enterprise Value ($M) 1,186.79
Book Value ($M) 493.35
Book Value / Share 5.76
Price / Book 1.55
NCAV ($M) 155.35
NCAV / Share 1.81
Price / NCAV 4.92

Profitability (mra)
Return on Invested Capital (ROIC) 0.02
Return on Assets (ROA) 0.01
Return on Equity (ROE) 0.05

Liquidity (mrq)
Quick Ratio 1.48
Current Ratio 1.48

Balance Sheet (mrq) ($M)
Current Assets 1,250.22
Assets 1,588.21
Liabilities 1,094.87
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 1,000.21
Operating Income 23.23
Net Income 16.55
Earnings Per Share Basic And Diluted n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 133.71
Cash from Investing -52.65
Cash from Financing 103.16

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
06-27 13D/A Markel Corp 49.60 2.03
06-23 13D/A State Farm Mutual Automobile Insurance Co 64.80 7.19

Top 13F Investors Shares
(1000)
Change
(%)
Value
($1000)
Change
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
2023-11-08 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2023-08-08 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2023-05-09 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2024-05-06 6,254 42,279 14.79
2024-05-03 4,369 23,612 18.50
2024-05-02 3,690 14,177 26.03
2024-05-01 4,302 17,837 24.12

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Similar Companies
CRD.A – Crawford & Company CRD.B – Crawford & Company
EQH – Equitable Holdings, Inc. MMC – Marsh & McLennan Companies, Inc.
RYAN – Ryan Specialty Holdings, Inc.


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