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.
Quadrifoglio Holdings LLC has filed a notice to sell additional Class A shares under Rule 144. The filing covers a planned sale of 1,350 Class A shares through Fidelity Brokerage Services LLC on or around 01/09/2026 on the NYSE, with an aggregate market value of $17,890.00. These shares were originally acquired from the issuer in a merger on 11/12/2021 for cash.
The notice also lists recent sales by Quadrifoglio Holdings LLC over the past three months. These include Class A share sales on 12/15/2025 (100,000 shares for gross proceeds of $1,279,815.33), 01/05/2026 (164,870 shares for $2,108,179.20), 01/06/2026 (10,883 shares for $139,852.61), and 01/07/2026 (24,247 shares for $317,156.72).
Hagerty, Inc. (HGTY) disclosed that Quadrifoglio Holdings LLC, an entity associated with President, Hagerty Marketplace Kenneth Ahn, converted units of The Hagerty Group, LLC into Class A common stock and then sold those shares over three days in January 2026.
On January 5, 2026, Quadrifoglio Holdings LLC converted 164,870 units into Class A shares at $0 per share and sold the same number of shares at a weighted average price of about $12.79. On January 6, it converted and sold 10,883 shares at about $12.85, and on January 7 it converted and sold 24,247 shares at about $13.08.
The sales were made under a Rule 10b5-1 trading plan adopted on September 15, 2025. After these conversions, Quadrifoglio Holdings LLC held 926,563 Released Units of The Hagerty Group, LLC, and Kenneth Ahn also held 113,593 Class A shares directly.
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.