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.
The Hagerty, Inc. (NYSE: HGTY) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. These filings offer detailed insight into Hagerty’s specialty vehicle insurance operations, marketplace activities, partnerships and capital markets transactions.
Hagerty uses Form 8-K to report material events such as quarterly financial results, outlook updates, underwriting and reinsurance arrangements, and equity offerings. For example, the company has filed 8-Ks describing its results of operations and financial condition for specific quarters, including revenue, written premium, earned premium, loss ratios, membership and marketplace revenue, operating income, net income and Adjusted EBITDA. Other 8-Ks document a secondary public offering of Class A common stock, including the underwriting agreement and related legal opinions.
Filings also explain Hagerty’s relationships with Markel Group Inc. and Essentia Insurance Company. A July 2025 8-K outlines a proposed fronting arrangement under which Hagerty’s underwriting and claims authorities would be expanded and Hagerty Reinsurance Limited would assume 100% of the risk on policies written through Essentia. A January 2026 8-K reports consummation of this arrangement through a Sixth Amended and Restated Master Relationship Agreement, a Seventh Amended and Restated Limited Liability Company Agreement for The Hagerty Group, LLC, a General Agency Agreement and a new Quota Share Reinsurance Agreement, with Hagerty Re assuming 100% of the risk on specified Essentia policies effective January 1, 2026.
By reviewing these filings, investors can see how Hagerty structures its insurance programs, reinsurance, carrier partnerships and governance arrangements, as well as how it communicates financial performance and capital markets activity. Stock Titan supplements the raw documents with AI-powered tools that help users quickly identify key terms, track new filings as they appear on EDGAR and navigate to items related to earnings, material agreements and other significant events.
HGTY shareholder Kenneth H. Ahn has filed a Rule 144 notice to sell 24,247 Class A shares through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $317,156.72. The filing notes that 100,511,893 Class A shares were outstanding at the time of the notice, providing a baseline for the size of the planned sale.
The shares to be sold were acquired in a merger transaction from the issuer on November 12, 2021, with cash as the form of payment. The notice also reports recent selling activity: on December 15, 2025, Ahn sold 100,000 Class A shares for gross proceeds of $1,279,815.33; on January 5, 2026, he sold 164,870 shares for $2,108,179.20; and on January 6, 2026, he sold 10,883 shares for $139,852.61.
Kenneth H. Ahn filed a notice of proposed sale of 10883 Class A shares of the issuer, to be sold through Fidelity Brokerage Services LLC on the NYSE around 01/06/2026. The filing notes 100511893 Class A shares outstanding.
The 10883 shares to be sold were acquired from the issuer on 11/12/2021 in a merger transaction for cash. Over the past 3 months, Ahn has already sold 100000 Class A shares on 12/15/2025 for gross proceeds of 1279815.33 and 164870 Class A shares on 01/05/2026 for gross proceeds of 2108179.20. By signing, the seller represents not knowing any undisclosed material adverse information about the issuer.
A shareholder has filed a notice of proposed sale of 164,870 Class A shares of the issuer’s stock on the NYSE through Fidelity Brokerage Services LLC. The filing lists an aggregate market value for these shares of $2,108,179.20 and states that there were 100,511,893 Class A shares outstanding at the time of the notice. The seller acquired these shares on 11/12/2021 in a merger, paying in cash.
The notice also reports that Quadrifoglio Holdings LLC sold 100,000 Class A shares on 12/15/2025 for $1,279,815.33 in gross proceeds during the prior three months. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Hagerty, Inc. updated key agreements with longtime partner Markel Group and related entities as part of a previously announced fronting arrangement. The Sixth Amended and Restated Master Relationship Agreement now runs through December 31, 2028, keeps Hagerty’s option for its subsidiary OpCo to purchase Essentia Insurance Company between January 1, 2026 and January 1, 2028, and removes certain mutual exclusivity and other restrictive covenants.
The company also executed a Seventh Amended and Restated Limited Liability Company Agreement for OpCo that removes additional exclusivity restrictions between the parties. A new General Agency Agreement grants Hagerty Insurance Agency broader authority to produce, bind, service, and manage Essentia policies. A new Quota Share Reinsurance Agreement, effective January 1, 2026, provides that Hagerty Reinsurance Limited will assume 100% of the risk on specified Essentia policies going forward.
Hagerty, Inc. director Mr. Kauffman reported an indirect change in his holdings of the company’s Class A common stock through a bona fide gift. On 12/22/2025, 150,000 shares of Class A common stock were transferred as a gift to a donor-advised fund sponsored by RK Family DAF, with no consideration received.
After this transaction, 748,097 shares of Class A common stock are reported as beneficially owned indirectly through Aldel LLC. Mr. Kauffman is the manager of Aldel LLC and has voting and investment discretion over these securities and disclaims beneficial ownership except to the extent of his pecuniary interest in them.
Hagerty, Inc. reported that an officer serving as President, Hagerty Marketplace converted 100,000 units of The Hagerty Group, LLC into 100,000 shares of Class A common stock and then sold those 100,000 shares on December 15, 2025.
The conversion was recorded at a price of $0, while the sale was executed at a weighted average price of $12.80 per share in multiple trades between $12.58 and $12.99 under a Rule 10b5-1 trading plan adopted on September 15, 2025.
Following these transactions, the reporting person beneficially owns 113,593 Class A shares directly, and Quadrifoglio Holdings LLC, which the reporting person controls, continues to hold 1,126,563 released units of The Hagerty Group, LLC.
A holder of the issuer's Class A common stock has filed a Rule 144 notice for a planned secondary sale. The notice covers 100,000 Class A shares with an aggregate market value of $1,279,815.33, compared with 100,511,893 shares outstanding, and lists an approximate sale date of 12/15/2025 on the NYSE through Fidelity Brokerage Services LLC.
The securities were originally acquired from the issuer in a merger on 11/12/2021 for cash, and the filer represents they do not know any material adverse information about the issuer's current or prospective operations that has not been publicly disclosed.
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.