Hagerty, Inc. (HGTY)

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Hagerty, Inc. (HGTY) is down 22.7% since the beginning of the year. At $10 per share, HGTY is trading 25.8% below its 52-week high of $14. Investors who bought $1,000 worth of HGTY shares 5 years ago would now be looking at an investment worth $1,065.

Hagerty, Inc. (HGTY) has returned -22.69% so far this year and 3.90% over the past 12 months.

Based on dividend-adjusted daily data since Jun 1, 2021, HGTY's average daily return is +0.04%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.

Historically, 59% of months were positive and 41% were negative. The best month was Dec 2021 with a return of +38.8%, while the worst month was Mar 2022 at -28.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HGTY closed higher 46% of trading days. The best single day was Dec 3, 2021 with a return of +46.5%, while the worst single day was Aug 7, 2025 at -14.5%.

Hagerty, Inc. has an annualized alpha of 2.26%, beta of 0.63, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since June 02, 2021.

• This stock participated in 110.35% of S&P 500 Index downside but only 66.97% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.63 may look defensive, but with R2 of 0.06 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HGTY ranks 43 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Hagerty, Inc. (HGTY) and compare them to S&P 500 Index.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Hagerty, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hagerty, Inc. was 59.73%, occurring on May 11, 2022. The portfolio has not yet recovered.

The current Hagerty, Inc. drawdown is 44.73%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Hagerty, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Hagerty, Inc. is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.