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. (HGTY) is the issuer in an amended ownership report from Neuberger Berman Group LLC, Neuberger Berman Investment Advisers LLC and Neuberger Berman Genesis Fund. Neuberger Berman Group LLC reported beneficial ownership of 11,276,836 shares, or 11.1%, with shared voting power over 10,636,172 shares and shared dispositive power over 11,276,836 shares. The investment adviser reported 11,063,945 shares, or 10.8%, and the fund reported 6,144,561 shares, or 6.1%.
The disclosure says the reported holdings include aggregated client securities and describes overlapping shared authority. It also says clients have the sole right to receive dividends and sale proceeds, while Neuberger Berman Group LLC and affiliated persons have no economic interest in those client securities. The reporting entities disclaim beneficial ownership.
Hagerty, Inc. Chief Legal Officer Diana Chafey acquired 979 Class A common shares through the Employee Stock Purchase Plan on October 2, 2026, at $12.79 per share; the price equaled 95% of the October 1, 2026 closing price. On October 1, 2026, 1,076 shares were withheld for taxes upon vesting of RSUs under an award agreement with a grant date of October 1, 2023. No Rule 10b5-1 plan is reported.
Hagerty, Inc. (HGTY) Chief Financial Officer Patrick McClymont acquired 1,192 shares of Class A common stock on October 2, 2026, through the Employee Stock Purchase Plan (ESPP), at $12.79 per share. The ESPP price was 95% of Hagerty’s closing price on October 1, 2026. McClymont directly held 337,986 shares after the acquisition.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney had 959 Class A Common Stock shares withheld for taxes upon restricted stock unit vesting on October 1, 2026, at a reported price of $13.46 per share. He directly held 83,013 shares after the transaction.
Hagerty, Inc. (HGTY) director Robert I. Kauffman reported that Aldel LLC made a charitable gift of 74,000 Class A common shares on September 24, 2026. Aldel LLC held 674,097 shares indirectly after the transaction, and Kauffman reported 79,173 shares held directly. Kauffman is Aldel LLC’s manager and has voting and investment discretion over its securities; he disclaims beneficial ownership except to the extent of his pecuniary interest. No Rule 10b5-1 plan is reported.
Hagerty, Inc. (HGTY) is the subject of an amended Schedule 13D in which Markel Group Inc. updates its ownership following a September 2026 secondary offering. Markel exchanged 7,836,411 shares of Class V Common Stock and associated OpCo Units for the same number of Class A Common shares at the company’s election.
After these changes, Markel reports beneficial ownership of 79,380,264 Class A-equivalent shares, or about 42% of the Class A Common Stock, with approximately 29.0% of the company’s voting power. This stake includes Class V shares plus OpCo Units, Series A Preferred Stock convertible into Class A, and directly held Class A shares.
In connection with the September 2026 secondary offering, Markel agreed to waive certain registration rights for that transaction and entered into a 60-day lock-up restricting sales, hedging, or registration demands involving its Hagerty equity, subject to customary exceptions.
Hagerty, Inc. (HGTY) reports that MARKEL GROUP INC., a more than ten percent owner, converted 7,836,411 Paired Interests (each consisting of one Class V Common Share and one OpCo Unit) into an equal number of Class A Common Shares on September 11, 2026, pursuant to an Amended and Restated Exchange Agreement. This reduced Markel’s Class V position and increased its Class A holdings to 10,944,411 shares, while it continues to hold 67,163,589 Class V shares after the transaction; no Rule 10b5-1 trading plan is reported.
Hagerty, Inc. (HGTY) reported that ten percent owner Hagerty Holding Corp. converted "Paired Interests" (each consisting of one share of Class V Common Stock and one OpCo unit) into Class A Common Stock on September 9 and 11, 2026 under an Exchange Agreement, and then sold 10,637,500 Class A shares in open-market or private transactions at $11.472 per share. No Rule 10b5-1 trading plan is reported in connection with these transactions, and post-transaction share holdings are not stated in this form.
Hagerty, Inc. (HGTY) is the subject of this amended Schedule 13D, in which Hagerty Holding Corp. (HHC) reports beneficial ownership and control positions. HHC owns 155,914,656 shares of Class V Common Stock and an equal number of OpCo Units that could be exchanged into the same number of Class A common shares at the Company’s option.
On this as-converted basis, HHC reports beneficial ownership of approximately 56.5% of Hagerty’s Class A common stock and control of approximately 66.1% of the Company’s voting power, reflecting the 10-votes-per-share feature of Class V until certain future dates or transfers. HHC also discloses a September 9, 2026 underwriting in which it sold 10,637,500 Class A shares at a public offering price of $11.95 per share, subject to a 60‑day lock-up, and summarizes key governance and liquidity arrangements, including investor rights, registration rights, exchange, and tax receivable agreements involving HHC, Markel and State Farm.
Hagerty, Inc. (HGTY) reported that selling stockholder Hagerty Holding Corp. completed a secondary public offering of 10,637,500 shares of Hagerty’s Class A common stock at a public offering price of $11.95 per share. The deal was made under an existing effective shelf registration statement.
The selling stockholder initially agreed to sell 9,250,000 shares and granted underwriters Wells Fargo Securities and J.P. Morgan Securities a 30-day option for up to 1,387,500 additional shares, which was exercised in full. The transaction closed on September 11, 2026. Hagerty will not receive any proceeds; net proceeds to Hagerty Holding Corp. are intended to fund a redemption of a corresponding number of its shares for the benefit of the Kim Hagerty Revocable Trust, with the selling stockholder bearing underwriting discounts and commissions.