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Hagerty, Inc. (HGTY) SEC Filings, Jan-Mar 2026

HGTY NYSE

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.

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Hagerty, Inc. director Anthony J. Kuczinski reported an open-market purchase of 4,000 shares of Class A Common Stock at $9.50 per share. This buy on March 12, 2026 increased his direct holdings to 47,277 shares, indicating a modest addition to his personal stake.

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Hagerty, Inc. director Anthony J. Kuczinski bought additional shares of the company’s Class A common stock in the open market. On this date, he purchased 15,000 shares at a weighted average price of $10.72 per share, increasing his directly held stake to 43,277 shares. The trade was executed in multiple transactions at prices ranging from $10.45 to $10.92, with the reported price reflecting the weighted average purchase price.

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Hagerty, Inc. focuses on insurance and services for collector and enthusiast vehicles, supported by its Hagerty Drivers Club, events, media, and an expanding vehicle marketplace. The company now reports in two segments, Insurance and Marketplace, reflecting the growth of its broader automotive ecosystem.

Hagerty estimates a roughly $15 billion U.S. target market and holds about 7% share of the collector and enthusiast insurance space, with higher shares in pre‑1981 classics. As of December 31, 2025 it insured about 2.8 million vehicles, with insurance providing 92% of 2025 revenue and Marketplace 8%.

Risk is increasingly retained through Hagerty Re, which assumed 80% of Essentia risks as of December 31, 2025 and moves to 100% under a new Markel fronting arrangement effective 2026. A new Enthusiast+ product and the Drivers Edge Insurance Company broaden exposure to modern enthusiast cars with higher expected loss ratios.

Marketplace growth includes Broad Arrow’s live and European auctions, online sales, and specialty lending through Broad Arrow Capital, whose revolving credit capacity increased to $150 million. Hagerty held about $1.04 billion in investments at December 31, 2025, mainly in fixed maturities and cash, and employed 1,891 full‑time staff.

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Hagerty, Inc. reported strong 2025 results with Total Revenue of $1,456 million, up 17%, driven by Written Premium of $1,194 million, up 14%. Net Income nearly doubled to $149 million (up 91%), and Adjusted EBITDA rose 46% to $237 million.

The insurance business remained highly profitable, with a full-year Loss Ratio of 39.3% and a Combined Ratio for Hagerty Re of 86.6%. Hagerty added a record 371,000 new members, ending 2025 with about 1.68 million policies in force, 2.82 million insured vehicles, and roughly 930,000 paid Hagerty Drivers Club members.

For 2026, Hagerty guides to Written Premium growth of 15%–16% but expects Total Revenue to decline 12%–11% as Markel-related commission revenue disappears under a new 100% quota share fronting arrangement. This transition drives projected Net Loss of $(51)–$(41) million, including about $190 million of non-cash Markel transition costs, while Adjusted EBITDA is expected at $236–$247 million.

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Hagerty, Inc. reported an insider-related conversion and sale of shares tied to President, Hagerty Marketplace, Kenneth Ahn through Quadrifoglio Holdings LLC. On January 26, 2026, Quadrifoglio converted 50,000 Released Units of The Hagerty Group, LLC into 50,000 shares of Class A Common Stock, then sold 50,000 Class A shares at a weighted average price of $12.41 under a pre-arranged Rule 10b5‑1 trading plan. After these transactions, Quadrifoglio holds 775,213 Released Units, while Ahn directly owns 113,593 Class A shares in a separate direct position.

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A shareholder has filed a Form 144 notice to sell 50,000 Class A shares of HGTY through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $620,347.33. The filing states that 100,511,893 Class A shares were outstanding at the time of the notice.

The 50,000 shares to be sold were originally acquired on 11/12/2021 in a cash-funded merger transaction with the issuer. Over the past three months, Quadrifoglio Holdings LLC has already sold multiple blocks of Class A shares, including 164,870 shares on 01/05/2026 for $2,108,179.20. By signing the notice, the selling person represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.

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Rhea-AI Summary

Hagerty, Inc. insider activity centers on an entity tied to President, Hagerty Marketplace, Kenneth Ahn. Quadrifoglio Holdings LLC, for which Ahn is the sole member with voting and investment discretion, converted 50,000 Released Units of The Hagerty Group, LLC into 50,000 shares of Hagerty Class A common stock on January 20, 2026 at a stated conversion price of $0.

On the same date, Quadrifoglio Holdings LLC sold those 50,000 Class A shares at a weighted average price of $12.55 under a pre-established Rule 10b5-1 trading plan. After this activity, Quadrifoglio Holdings LLC held 825,213 Released Units of The Hagerty Group, LLC, while Ahn also directly held 113,593 Class A shares. Ahn disclaims beneficial ownership of the LLC-held securities except to the extent of his pecuniary interest.

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Quadrifoglio Holdings LLC has filed a Form 144 indicating an intent to sell 50,000 Class A shares of the issuer through Fidelity Brokerage Services LLC on or about 01/20/2026, to be traded on the NYSE. The filing lists an aggregate market value of 627,320.89 for this planned sale and notes that 100,511,893 Class A shares are outstanding.

The securities to be sold were acquired in a merger transaction from the issuer on 11/12/2021, with cash as the form of payment for 50,000 shares. Over the past three months, Quadrifoglio Holdings LLC has already sold multiple Class A share blocks, including 100,000 shares on 12/15/2025 and 164,870 shares on 01/05/2026, each with disclosed gross proceeds.

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Rhea-AI Summary

Hagerty, Inc. reported insider-related conversions and sales involving an affiliated LLC. On January 9, 2026, Quadrifoglio Holdings LLC converted 1,350 Released Common Units of The Hagerty Group, LLC into the same number of Hagerty Class A common shares at $0, then sold 1,350 Class A shares at a weighted average price of $13.25 pursuant to a Rule 10b5-1 trading plan.

On January 12, 2026, Quadrifoglio Holdings LLC converted an additional 50,000 Released Units into 50,000 Class A shares at $0, then sold those 50,000 shares at a weighted average price of $12.86 under the same plan. After these transactions, Quadrifoglio Holdings LLC held 875,213 Released Units of The Hagerty Group, LLC, while Kenneth Ahn, President, Hagerty Marketplace, also directly held 113,593 Class A shares. Ahn is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion over its holdings, while disclaiming beneficial ownership beyond his pecuniary interest.

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HGTY shareholder Quadrifoglio Holdings LLC filed a notice of proposed sale under Rule 144 for 50,000 Class A shares through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 01/12/2026. The filing lists an aggregate market value of $643,039.95 for these shares and notes that 100,511,893 Class A shares were outstanding.

The 50,000 shares were acquired on 11/12/2021 in a merger with the issuer, paid for in cash on the same date. Quadrifoglio Holdings LLC also reports recent sales of the issuer’s Class A stock over the prior three months, including 100,000 shares sold on 12/15/2025 for $1,279,815.33 and 164,870 shares sold on 01/05/2026 for $2,108,179.20.

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FAQ

How many Hagerty (HGTY) SEC filings are available on StockTitan?

StockTitan tracks 168 SEC filings for Hagerty (HGTY), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Hagerty (HGTY)?

The most recent SEC filing for Hagerty (HGTY) was filed on March 13, 2026.