What is Hagerty's trading assets?

Hagerty (HGTY) reported trading assets of $73.86M in Q1 2026.

How has Hagerty's trading assets changed year-over-year?

Hagerty's trading assets decreased by 21.2% year-over-year, from $93.68M to $73.86M.

What does trading assets mean?

Securities and other financial instruments held for short-term trading purposes, measured at fair value with changes flowing through the income statement.

Hagerty HGTY Trading assets

Trading assets at other companies

Universal Insurance HoldingsUVE

$144.78M-26.2%

SiriusPointSPNT

$111.3M-21.0%

Ally FinancialALLY

$480M+46.8%

AssurantAIZ

——

Other financials

Income statement

See full

Revenue$311.8M-5.0%

Operating income$34.3M+240%

Net income-$12.7M-147%

EPS (diluted)-$0.06-186%

Balance sheet

See full

Cash & equivalents$366.7M+28.1%

Total debt$272.5M+50.3%

Total equity$218.7M+34.2%

Total assets$2.0B+11.5%

Cash flow

See full

Operating cash flow$16.3M-62.9%

CapEx$7.7M+43.1%

Free cash flow$8.5M-77.8%

Valuation

See full

Market cap$1.17B+30.8%

Enterprise value$1.07B+36.3%

P/E10.7×+1.5×

P/S0.8×+0.1×

Profitability

See full

Operating margin8.1%—

Net margin7.5%0.0pp

FCF margin11.4%—

Returns & leverage

See full

Return on equity57.2%-18.7pp

Debt / equity1.2×+0.1×

Current ratio1×0.0×

Where this comes from

Reported directly by Hagerty in its filing.

Tagged under the XBRL concept us-gaap:AvailableForSaleSecuritiesDebtMaturitiesWithinOneYearFairValue.

The official record: Hagerty’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

Ask your AI about Hagerty's trading assets.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Hagerty's trading assets?: Hagerty (HGTY) reported trading assets of $73.86M in Q1 2026.
How has Hagerty's trading assets changed year-over-year?: Hagerty's trading assets decreased by 21.2% year-over-year, from $93.68M to $73.86M.
What does trading assets mean?: Securities and other financial instruments held for short-term trading purposes, measured at fair value with changes flowing through the income statement.