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, Inc. filings document the public-company record for a specialty vehicle insurance and automotive enthusiast business. Its reports include quarterly and annual results furnished on Form 8-K, Regulation FD materials, stockholder letters and disclosures about premium growth, policies in force, earned premium, profitability measures and insurance program economics.
Hagerty's filings also cover material agreements with Markel, including the completed fronting arrangement and related relationship and operating-company agreements. Proxy materials describe board composition, committee assignments, executive compensation, equity awards and shareholder voting matters, while other filings address Class A common stock registered on the New York Stock Exchange, secondary offering activity, insider and governance changes, and risk-related disclosure topics.
Hagerty, Inc. reported Q2 2026 revenue of about $354.8 million versus $379.3 million a year earlier, with net income of $8.0 million compared with $47.2 million. After non‑controlling interests and preferred stock accretion, Class A stockholders had a $1.7 million loss, or -$0.02 per share, versus $0.09.
For the first half of 2026, revenue was $666.7 million versus $707.6 million, and results shifted from net income of $74.5 million to a $4.7 million net loss. Net income attributable to Class A stockholders moved from $15.6 million profit to an $8.2 million loss, or -$0.08 per share. The shift reflects the Markel Fronting Arrangement, which eliminated Essentia commission revenue while increasing earned premium, losses, and underwriting expenses as Hagerty Re assumes 100% of related risk.
Operating cash flow rose to $186.2 million from $97.7 million, supporting cash and restricted cash of $467.6 million against $216.4 million of debt. Earned premium grew to $491.6 million for the half, while losses and loss adjustment expenses increased to $208.6 million. The marketplace segment grew revenue and produced pre‑tax profit, and reserve development was favorable by $6.1 million.
Hagerty, Inc. reported Q2 2026 results that pair strong underlying growth with accounting headwinds from a new reinsurance structure. Total revenue was $354.8 million, down 6.5% year-over-year, while written premium rose 19% to $425 million and net earned premium increased 41.7% to $252 million as Hagerty Re began assuming 100% of U.S. premiums under the Markel Fronting Arrangement. Consolidated net income was $8.0 million, but after non‑controlling interests and preferred accretion, Class A stockholders recorded a small loss of $0.02 per share.
For the first half of 2026, written premium reached $713 million and earned premium $492 million, both up 19–42%, while Adjusted EBITDA (non‑GAAP) increased 32% to $160 million. The period showed a net loss of $5 million, including $153 million of Markel Fronting transitional costs that are expected to run off by year-end 2026. Policies in force grew 19% to 1.9 million with retention of 88.2%, vehicles in force reached about 3.0 million, and operating cash flow nearly doubled to $186 million. On this momentum Hagerty raised its 2026 outlook, targeting written premium growth of 16–17%, net income of $18–$30 million and Adjusted EBITDA of $270–$280 million, even as reported revenue declines due to the Markel structure.
Hagerty, Inc. adopted a new Executive Severance and Change in Control Plan effective July 15, 2026, as part of a broader review intended to modernize and align executive employment arrangements. The plan covers named executive officers and other eligible employees and provides salary continuation, bonus eligibility, COBRA premiums, and, upon a Change in Control Termination, equity-vesting acceleration, all conditioned on an effective release and compliance with restrictive covenants.
The company also entered into a new employment agreement with Russell Page and amended and restated the agreements of McKeel Hagerty, Patrick McClymont, Kenneth Ahn, and Jeffrey Briglia. These agreements set minimum base salaries (including $1,200,000 for McKeel Hagerty and $650,000 for the others), specify target annual cash incentives and equity award levels as percentages of base salary, and confirm participation in the new Severance Plan.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported an open-market sale of Class A Common Stock. On July 2, 2026, he sold 3,113 shares at $12.25 per share, and held 83,972 shares directly after the transaction.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 5, 2026, indicating it was scheduled in advance rather than timed discretionarily.
Hagerty, Inc. reported that Jeffrey Edward Briglia, its President of Insurance, had 4,892 shares of Class A common stock withheld on July 1, 2026 to cover taxes due upon the vesting of restricted stock units. This tax-withholding disposition, valued at $12.06 per share, was made under an RSU agreement dated July 1, 2024. After the withholding, Briglia directly holds 157,135 shares of Hagerty Class A common stock.
Bjornstad Henrik Waersted reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Henrik Waersted Bjornstad received an equity award tied to the company’s Class A Common Stock. He was granted 10,114 shares underlying Restricted Stock Units at no cash cost, bringing his reported direct holdings to 10,114 shares.
The RSUs were granted under Hagerty’s 2021 Equity Incentive Plan and will vest on July 1, 2027, as long as he continues serving the company, with exceptions described for death or disability. This is a compensation-related award rather than an open-market stock purchase or sale.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported share dispositions and tax withholding tied to equity compensation. On Class A Common Stock, 2,525 shares were withheld at about $12.06 per share to cover taxes upon vesting of restricted stock units.
He also sold a total of 10,345 shares in open-market transactions at weighted average prices around $12.01–$12.10 per share, at least one of which was executed under a pre-arranged Rule 10b5-1 trading plan. After these transactions, he directly held 87,085 Class A shares.
HGTY registers 3,113 shares of Class A for resale tied to restricted stock vesting on 04/01/2025.
Fidelity Brokerage Services LLC is listed in connection with the holding of 3,113 Class A shares. The excerpt also shows reported sales by Kevin Delaney, 905 shares on 06/30/2026 (amount $10,867.50) and 9,440 shares on 07/01/2026 (amount $114,222.69).
Kevin Delaney submitted a Form 144 notifying a proposed sale of Class A shares. The filing lists a recent disposition of 905 Class A shares on 06/30/2026 with an aggregate amount of $10,867.50. The filing also shows restricted stock vesting entries of 7,257 shares (04/01/2024) and 2,183 shares (07/01/2024). Shares outstanding are listed as 101,802,246 as of 07/01/2026.