Welcome to our dedicated page for HAGERTY SEC filings (Ticker: HGTY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Hagerty isn’t a typical insurer—it blends specialty vehicle coverage, valuation data, auctions, and the Hagerty Drivers Club into one ecosystem. That mix makes Hagerty’s SEC disclosures a rich source for details on loss ratios, membership growth, and auction margins that rarely surface elsewhere. If you have ever typed “Hagerty SEC filings explained simply” or wondered how founder-led strategy shows up in a 10-K, you’re in the right place.
What each filing reveals: the annual report (Hagerty annual report 10-K simplified) breaks out underwriting profitability and subscriber retention; the quarterly update (Hagerty quarterly earnings report 10-Q filing) tracks claims trends and new revenue streams; Form 8-K keeps you informed of acquisitions and concours expansions (Hagerty 8-K material events explained); and the proxy statement discloses incentive pay linked to loss ratio targets (Hagerty proxy statement executive compensation). Need to stay ahead of executive moves? Our feed delivers Hagerty insider trading Form 4 transactions and Hagerty executive stock transactions Form 4 within minutes, plus context on what those trades may signal.
How Stock Titan helps: AI-powered summaries turn dense paragraphs into plain-English takeaways, so understanding Hagerty SEC documents with AI takes minutes, not hours. Real-time EDGAR monitoring posts every 10-Q, 10-K, 8-K, S-1, and Hagerty Form 4 insider transactions real-time as they land. Interactive tools compare segments quarter over quarter, flag unusual reserves, and surface trends for quick Hagerty earnings report filing analysis.
Whether you track combined ratios, membership churn, or insider buying ahead of auctions, this page provides complete, up-to-the-second coverage—saving you time while improving decision quality.
T. Rowe Price Investment Management, Inc. filed a Schedule 13G for Hagerty Inc. (HGTY), reporting beneficial ownership of 5,225,442 shares of common stock, representing 5.7% of the class.
The filer has sole voting and sole dispositive power over these shares. The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The date of the event requiring the filing is 09/30/2025.
Hagerty, Inc. (HGTY): Schedule 13D/A Amendment No. 6 discloses that State Farm Mutual Automobile Insurance Company beneficially owns 56,040,881 shares of Class A common stock. This total includes 4,240,881 Class A shares State Farm has the right to acquire within 60 days upon conversion of 5,302,226 shares of Series A Preferred Stock at the current conversion rate.
The filing states this represents approximately 53.5% of the Class A shares on an as-if-converted basis, calculated using 100,511,893 Class A shares outstanding as of October 24, 2025, plus the 4,240,881 shares issuable to State Farm. Despite this Class A percentage, State Farm reports control of approximately 2.2% of the issuer’s overall voting power when considering both Class A and Class V voting rights. State Farm reports sole voting and dispositive power over 56,040,881 shares and no transactions in the past sixty days.
Hagerty, Inc. (HGTY): Markel Group Inc. filed Amendment No. 4 to Schedule 13D, updating its beneficial ownership. Markel reports beneficial ownership of 79,380,265 shares of Class A Common Stock (on an as-converted basis), representing 44.9% of the Class A shares outstanding under Rule 13d-3(d)(1)(i). The filing states the update reflects changes solely from an increase in Class A shares outstanding and a decrease in Class V shares outstanding due to another holder’s conversion.
The position includes 75,000,000 shares of Class V Common Stock and an equal number of OpCo Units (exchangeable 1-for-1 into Class A or, if conditions are met, cash at the Company’s option), 1,590,668 shares of Series A Preferred Stock (exchangeable into 1,272,265 Class A shares), and 3,108,000 Class A shares. Based on both classes and their voting rights, Markel controls approximately 29.9% of the Company’s voting power.
The percentage calculation uses 100,511,893 Class A shares outstanding as of October 24, 2025. The date of the event requiring the filing is November 4, 2025.
Hagerty, Inc. (HGTY) reported stronger Q3 results. Total revenue reached $379.994 million, up from $323.374 million a year ago, driven by higher earned premium ($187.039 million), commission and fee revenue ($137.103 million), and membership, marketplace and other revenue ($55.852 million). Operating income improved to $34.317 million from $10.089 million.
Net income rose to $46.171 million from $19.007 million, aided by an income tax benefit of $32.834 million. Net income attributable to Class A common stockholders was $18.945 million, with basic EPS of $0.18 and diluted EPS of $0.11. Cash and restricted cash ended the period at $332.647 million. For additional context, shares outstanding were 100,511,893 Class A and 241,552,156 Class V as of October 24, 2025; this is a baseline figure, not the amount being offered.
Hagerty, Inc. (HGTY) furnished an 8-K announcing it released financial results for the fiscal quarter ended September 30, 2025, via a stockholder letter and press release, and scheduled a conference call on November 4, 2025 to discuss results for the three and nine months ended September 30, 2025.
The company also posted an investor presentation to its investor relations website and attached it as an exhibit. The materials in Items 2.02 and 7.01, including Exhibits 99.1, 99.2 and 99.3, are furnished and not deemed filed under the Exchange Act.
Hagerty, Inc. (HGTY) disclosed that a director reported selling 15,270 shares of Class A common stock on 10/27/2025 at a weighted average price of $11.12, executed under a Rule 10b5-1 trading plan adopted on August 9, 2024.
Trade executions occurred in multiple lots between $10.97 and $11.22. Following the transaction, 898,097 shares were beneficially owned indirectly by Aldel LLC, for which the reporting person serves as manager and disclaims beneficial ownership beyond any pecuniary interest.
Hagerty, Inc. (HGTY): Form 144 notice of proposed insider sale. Robert I. Kauffman, through Aldel LLC, filed to sell 15,270 shares of Hagerty common stock, with an aggregate market value of $169,802. The filing lists Merrill Lynch as broker and targets the NYSE, with an approximate sale date of 10/27/2025.
The seller previously acquired 3,500,000 shares on 12/02/2021 in connection with Hagerty’s business combination, as part of the related PIPE financing. The notice also reports recent activity over the past three months, including examples such as 14,731 shares sold on 10/24/2025 for $164,398 and 110,600 shares sold on 07/24/2025 for $1,156,876.
Shares outstanding were 90,942,223; this is a baseline figure, not the amount being sold.
Hagerty, Inc. (HGTY) reported insider sales by a director through Aldel LLC under a Rule 10b5-1 plan. On 10/22/2025, 9,495 Class A shares were sold at a weighted average price of $11.18; on 10/23/2025, 15,000 at $11.12; and on 10/24/2025, 14,731 at $11.16. Following these transactions, 913,367 shares were beneficially owned indirectly by Aldel LLC. Trade prices reflected multiple executions within disclosed ranges.
Hagerty, Inc. (HGTY) received a Form 144 notice for a proposed affiliate sale of common stock. The filing covers 14,731 shares with an aggregate market value $164,398, to be sold through Merrill Lynch on or about 10/24/2025 on the NYSE.
The seller indicates prior acquisition of 3,500,000 shares on 12/02/2021 in connection with the Hagerty business combination via PIPE financing. Shares outstanding were 90,942,223, providing context for scale. The notice also lists recent sales, including 110,600 shares on 07/24/2025 for $1,156,876 and 55,524 shares on 10/14/2025 for $675,172.
Form 144 is a notice of intent to sell restricted or control securities; actual sales depend on market conditions and Rule 144 limits.
Hagerty, Inc. (HGTY) investor Robert I. Kauffman/Aldel LLC filed a Form 144 to sell 15,000 shares of common stock through Merrill Lynch, with an aggregate market value of $166,800. The filing lists an approximate sale date of 10/23/2025 on the NYSE.
The filer indicates these securities were originally acquired on 12/02/2021 as part of PIPE financing connected to Hagerty’s business combination, totaling 3,500,000 shares acquired. The table also lists 90,942,223 shares outstanding.
Recent activity disclosed includes multiple open‑market sales over the past three months, including 110,600 shares on 07/24/2025 for $1,156,876 and additional sales on several dates in July–October 2025. Form 144 is a notice of proposed sales by affiliates and does not itself execute a transaction.
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