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.
Hagerty, Inc. (HGTY) posted another growth quarter. Q2-25 revenue climbed 17.7% YoY to $368.7 million driven by double-digit gains across all lines: commission & fee +10.6%, earned premium +12.8%, and membership/marketplace/other +77.8%. Operating income rose 25.3% to $47.7 million as scale offset higher salaries (+11.0%) and sales expense (+40.4%). Net income improved 10.7% to $47.2 million; however, the large non-controlling interest share kept diluted EPS flat at $0.09.
Six-month results highlight sustained momentum. Revenue reached $688.3 million (+17.7%), operating income $73.4 million (+46.0%) and net income $74.5 million (+46.5%). Cash and cash equivalents grew to $140.3 million, while restricted cash rose to $190.3 million, taking total liquidity to $330.6 million. Total assets expanded 19% YTD to $2.04 billion. Leverage increased: long-term debt jumped 46% to $153.4 million, and operating cash flow fell 20% YoY to $97.7 million, reflecting higher working-capital needs (receivables, deferred acquisition costs). Preferred stock accretion and dividends ($7.5 million YTD) continue to weigh on Class A equity. Overall, Hagerty is growing rapidly in core MGA insurance and newer marketplace businesses, but investors should monitor rising expense intensity, leverage and cash-flow conversion.
Hagerty, Inc. (HGTY) – Form 144 filing
Robert I. Kauffman, acting through Aldel LLC, filed a Form 144 to sell up to 4,000 common shares (approx. $43,147) on or about 28 Jul 2025 via Merrill Lynch on the NYSE. The shares were originally acquired on 2 Dec 2021 in the PIPE financing that accompanied Hagerty’s de-SPAC business combination.
The notice also details 57 prior open-market sales from 24 Apr to 25 Jul 2025 totaling roughly 912,500 shares for cumulative proceeds of about $9–10 million, including a single block of 110,600 shares on 24 Jul 2025. Hagerty lists 90.7 million shares outstanding, so the disclosed sales represent just under 1 % of the public float.
While the additional 4 k-share sale is immaterial in isolation, the sustained pace and size of recent insider disposals could weigh on investor sentiment and near-term trading dynamics.