Hagerty, INC

Market Movers (8-K)

NYSE
Hagerty, Inc. has amended and restated its CEO's employment agreement and adopted a new Executive Severance and Change in Control Plan, effective July 15, 2026.
NYSE
Hagerty, Inc. stockholders re-elected all director nominees and ratified the appointment of Deloitte & Touche LLP at the 2026 Annual Meeting.
NYSE
Hagerty, Inc. announced robust first quarter 2026 financial results, showcasing significant written premium growth and improved Adjusted EBITDA, while reaffirming its full-year financial outlook.
NYSE
Hagerty, Inc. reports the resignation of director Michael R. Heaton and the appointment of Henrik W. Bjørnstad as his successor.
NYSE
Hagerty, Inc. reported a 17% increase in total revenue and a 91% surge in net income for full year 2025, driven by strong new business growth and strategic investments.
Better than expected
Capital raise
NYSE
Hagerty and Markel Group have finalized a new fronting arrangement, including a 100% quota share reinsurance agreement, to streamline their long-standing insurance partnership and transfer underwriting risk.

Quarterly Earnings (10-Q)

NYSE
Hagerty, Inc. reported a net loss for the first quarter of 2026, impacted by the transition to the Markel Fronting Arrangement, though Adjusted EBITDA saw a significant increase.
Worse than expected
NYSE
Hagerty's Q3 2025 results show substantial revenue and profit growth, fueled by strong insurance performance and strategic initiatives.
Better than expected
NYSE
Hagerty, Inc. reports significant revenue and net income growth in Q2 2025, driven by strong insurance policy renewals and a surge in marketplace sales.
Better than expected
NYSE
Hagerty Inc. announced a significant increase in net income and Adjusted EBITDA for the first quarter of 2025, driven by growth in written premiums and marketplace revenue.
Better than expected
NYSE
Hagerty Inc. announced its third-quarter 2024 results, showing revenue growth but also significant impact from Hurricane Helene.
Worse than expected
NYSE
Hagerty Inc. saw significant revenue growth in the second quarter of 2024, driven by increases in earned premiums and membership revenue, alongside strategic investment portfolio diversification.
Better than expected

Annual Reports (10-K)

NYSE
Hagerty, Inc. announced significant revenue and profit growth in 2025, driven by strong insurance performance and a rapidly expanding marketplace, alongside a major shift in its Markel Fronting Arrangement for 2026.
Better than expected
Capital raise
NYSE
Hagerty Inc. announces a significant increase in net income and Adjusted EBITDA for 2024, fueled by written premium growth and strategic business realignments.
Better than expected
NYSE
Hagerty, Inc.'s recent SEC filing details its capital structure, including common and preferred stock, warrants, and executive compensation plans.
Capital raise

Insider Trading (Form 4)

NYSE
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported a sale of 3,113 shares of Class A Common Stock on July 2, 2026, executed under a pre-arranged Rule 10b5-1 trading plan.
NYSE
Hagerty, Inc. reports a transaction where President of Insurance Jeffrey Edward Briglia sold 4,892 shares of Class A Common Stock to cover taxes upon the vesting of restricted stock units.
NYSE
Hagerty, Inc. director Henrik Bjornstad acquired 10,114 Class A Common Stock units under the company's equity incentive plan.
NYSE
Kevin M. Delaney, Chief Accounting Officer of Hagerty, Inc., reported transactions involving Class A Common Stock, including purchases under a Rule 10b5-1 plan and shares withheld for taxes.
NYSE
Hagerty, Inc. Director Anthony J. Kuczinski acquired 9,500 shares of Class A Common Stock.
NYSE
Director Laurie Harris of Hagerty, Inc. reported a transaction involving the sale of Class A Common Stock to cover tax withholding obligations.

Proxy Statements (Def-14A)

NYSE
Hagerty, Inc. files its definitive proxy statement with the Securities and Exchange Commission (SEC) in accordance with Section 14(a) of the Securities Exchange Act of 1934.
NYSE
Hagerty, Inc. will hold its 2025 Annual Meeting of Stockholders virtually on June 3, 2025, to elect directors and ratify the appointment of Deloitte & Touche LLP as its independent accounting firm.
NYSE
Hagerty, Inc. files a definitive proxy statement with the Securities and Exchange Commission (SEC) pertaining to Section 14(a) of the Securities Exchange Act of 1934.
NYSE
Hagerty, Inc. will hold its 2024 Annual Meeting of Stockholders virtually on June 4, 2024, to elect directors and ratify the appointment of Deloitte & Touche LLP as its independent accounting firm.

Schedule 13D - Activist Investments

NYSE
Markel Group Inc. has appointed Henrik Bjornstad to the Hagerty, Inc. board following the resignation of Michael R. Heaton.
NYSE
State Farm Mutual Automobile Insurance Company has updated its beneficial ownership in Hagerty, Inc., now holding 53.5% of Class A Common Stock, primarily due to an increase in outstanding shares.
NYSE
Markel Group Inc. filed an amendment to its Schedule 13D, updating its beneficial ownership in Hagerty, Inc. to 44.9% of Class A Common Stock and 29.9% of total voting power.
NYSE
Hagerty Holding Corp., the controlling shareholder of Hagerty, Inc., sold an additional 1.24 million Class A common shares following underwriters' option exercise.
Capital raise
NYSE
Hagerty Holding Corp. reported a partial sale of its Class A common stock in Hagerty, Inc. through a public offering, while maintaining significant voting control and outlining future exchange rights.
Capital raise
NYSE
Markel Group Inc. has filed an Amendment No. 3 to its Schedule 13D, detailing its continued significant beneficial ownership in Hagerty, Inc. and announcing a change in its designated board representative.

Schedule 13G - Passive Investments

NYSE
T. Rowe Price Investment Management, Inc. has reported a 5.7% beneficial ownership stake in Hagerty Inc., totaling 5,225,442 shares of common stock.
NYSE
Polar Capital Holdings Plc and its affiliates have confirmed a 5.85% beneficial ownership in Hagerty, Inc., rectifying a prior erroneous report of a complete exit.
Delay expected
NYSE
Polar Capital Holdings Plc and its affiliates have reported zero beneficial ownership in Hagerty, Inc. Class A common stock.
Worse than expected
NYSE
Neuberger Berman Group LLC and its affiliate, Neuberger Berman Investment Advisers LLC, have disclosed a passive beneficial ownership of 5.25% in Hagerty Inc. Class A common stock as of December 31, 2024.