Security
Hagerty, Inc. · HGTY.WS
HGTY.WSNYSEWarrantHistorical · closed Jul 22, 2024CIK 1840776Updated Nov 13, 2026
Name history
Aldel Financial Inc. · through Nov 22, 2021
Current security for this SEC filerHGTY · NYSE
HGTY.WS price & chart
Historical security
This listing closed Jul 22, 2024. Live provider charts are shown only for current listings.
Current security: HGTY
About the company
Hagerty is a company built by drivers for drivers, protecting 3.1 million vehicles in the United States, Canada and the UK. We make it easier and more enjoyable for car enthusiasts to drive and celebrate the vehicles they love through innovative vehicle insurance products, live and digital auctions, engaging media and events, and the Hagerty Drivers Club, the world’s largest membership community of car lovers.
In the news
No coverage from other publishers is available.
Recent filings
Entry into a Material Definitive Agreement · Other Events
Items 1.01, 8.01, 9.01
424B7 filing
4 filing
424B7 filing
Regulation FD Disclosure
Items 7.01, 9.01
Show 5 more recent filings
Financials
FY 2025 · USDSource
Source
balance sheet · annual statements
| Line item | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q2 2024 | Q1 2026 | Q1 2025 | Q1 2024 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETS | ||||||||||||
| AssetsUSD | 2,151,955,000Source | 1,818,012,000Source | 2,148,431,000Source | 2,040,575,000Source | 1,729,631,000Source | 2,024,593,000Source | 1,816,191,000Source | 1,570,248,000Source | 2,093,976,000Source | 1,709,338,000Source | 1,588,212,000Source | 1,312,518,000Source |
| Property, Plant and Equipment, NetUSD | 17,110,000Source | 18,674,000Source | 16,655,000Source | 17,259,000Source | 19,899,000Source | 16,558,000Source | 17,919,000Source | 19,820,000Source | 16,253,000Source | 18,205,000Source | 20,764,000Source | 25,256,000Source |
| GoodwillUSD | 114,150,000Source | 114,175,000Source | 114,134,000Source | 114,165,000Source | 114,165,000Source | 114,150,000Source | 114,127,000Source | 114,195,000Source | 114,164,000Source | 114,123,000Source | 114,214,000Source | 115,041,000Source |
| Intangible Assets, Net (Excluding Goodwill)USD | 88,452,000Source | 92,035,000Source | 89,315,000Source | 86,732,000Source | 82,838,000Source | 89,125,000Source | 87,122,000Source | 88,335,000Source | 88,915,000Source | 90,107,000Source | 91,924,000Source | 104,024,000Source |
| Current assets: | ||||||||||||
| Cash and Cash Equivalents, at Carrying ValueUSD | 160,386,000Source | 147,120,000Source | 298,302,000Source | 140,300,000Source | 120,936,000Source | 212,371,000Source | 127,704,000Source | 131,207,000Source | 160,177,000Source | 104,784,000Source | 108,326,000Source | 95,172,000Source |
| Accounts Receivable, after Allowance for Credit Loss, CurrentUSD | 107,476,000Source | 93,488,000Source | 27,313,000Source | 107,925,000Source | 88,365,000Source | 27,993,000Source | 97,610,000Source | 71,883,000Source | 96,205,000Source | 84,763,000Source | 71,530,000Source | 58,255,000Source |
| Inventory, NetUSD | 14,168,000Source | 8,947,000Source | 24,893,000Source | 17,700,000Source | 13,943,000Source | 31,786,000Source | 14,418,000Source | 4,163,000Source | 12,410,000Source | 18,484,000Source | 5,038,000Source | — |
| Assets, CurrentUSD | 1,214,320,000Source | 1,008,870,000Source | — | 1,212,984,000Source | 1,012,801,000Source | — | 997,933,000Source | 1,244,972,000Source | — | 858,405,000Source | 1,250,218,000Source | 936,783,000Source |
| Prepaid Expense and Other Assets, CurrentUSD | — | — | — | — | — | — | — | — | — | — | — | 45,651,000Source |
| Operating Lease, Right-of-Use AssetUSD | 42,229,000Source | 45,916,000Source | 37,702,000Source | 42,549,000Source | 47,219,000Source | 39,057,000Source | 43,433,000Source | 49,412,000Source | 40,657,000Source | 44,485,000Source | 50,515,000Source | 82,398,000Source |
| Other Assets, NoncurrentUSD | 85,960,000Source | 54,710,000Source | — | 66,707,000Source | 46,619,000Source | — | 63,403,000Source | 49,076,000Source | — | 56,888,000Source | 43,559,000Source | 375,735,000Source |
| LIABILITIES AND EQUITY | ||||||||||||
| LiabilitiesUSD | 1,437,164,000Source | 1,209,790,000Source | 1,413,625,000Source | 1,379,724,000Source | 1,194,325,000Source | 1,290,550,000Source | 1,196,996,000Source | 1,064,755,000Source | 1,346,950,000Source | 1,101,169,000Source | 1,094,867,000Source | 945,149,000Source |
| Commitments and ContingenciesUSD | 0Source | 0Source | 0Source | 0Source | 0Source | 0Source | 0Source | 0Source | 0Source | 0Source | 0Source | — |
| Stockholders’ equity: | ||||||||||||
| Preferred Stock, Value, IssuedUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Additional Paid in CapitalUSD | 622,405,000Source | 601,867,000Source | 623,664,000Source | 604,621,000Source | 555,040,000Source | 626,166,000Source | 606,972,000Source | 564,082,000Source | 623,013,000Source | 603,780,000Source | 561,754,000Source | 549,034,000Source |
| Retained Earnings (Accumulated Deficit)USD | -411,786,000Source | -455,083,000Source | -407,171,000Source | -432,634,000Source | -459,968,000Source | -407,451,000Source | -443,607,000Source | -470,346,000Source | -402,960,000Source | -451,978,000Source | -468,995,000Source | -489,602,000Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | 998,000Source | 1,447,000Source | -1,068,000Source | 262,000Source | -667,000Source | -66,000Source | -455,000Source | -236,000Source | 1,229,000Source | -1,514,000Source | -88,000Source | -213,000Source |
| Stockholders' Equity Attributable to ParentUSD | 211,651,000Source | 148,265,000Source | 215,459,000Source | 172,283,000Source | 94,438,000Source | 218,683,000Source | 162,944,000Source | 93,533,000Source | 221,316,000Source | 150,322,000Source | 92,704,000Source | 59,252,000Source |
| Liabilities and EquityUSD | 2,151,955,000Source | 1,818,012,000Source | 2,148,431,000Source | 2,040,575,000Source | 1,729,631,000Source | 2,024,593,000Source | 1,816,191,000Source | 1,570,248,000Source | 2,093,976,000Source | 1,709,338,000Source | 1,588,212,000Source | 1,312,518,000Source |
| Current liabilities: | ||||||||||||
| Liabilities, CurrentUSD | 1,216,148,000Source | 1,001,016,000Source | — | 1,145,980,000Source | 970,215,000Source | — | 987,059,000Source | 849,189,000Source | — | 915,446,000Source | 842,299,000Source | 667,355,000Source |
| Operating Lease, Liability, CurrentUSD | 6,860,000Source | 6,620,000Source | — | 6,777,000Source | 6,460,000Source | — | 6,746,000Source | 6,558,000Source | — | 6,715,000Source | 6,500,000Source | 7,556,000Source |
| Accounts Payable, CurrentUSD | — | — | — | — | — | — | — | — | — | — | — | 16,282,000Source |
| Operating Lease, Liability, NoncurrentUSD | 40,511,000Source | 44,866,000Source | — | 40,903,000Source | 46,689,000Source | — | 41,956,000Source | 49,198,000Source | — | 43,178,000Source | 50,459,000Source | 80,772,000Source |
| Deferred Income Tax Liabilities, NetUSD | 24,185,000Source | 21,008,000Source | 244,000Source | 21,857,000Source | 17,997,000Source | 5,697,000Source | 18,421,000Source | 15,298,000Source | 23,489,000Source | 18,065,000Source | 15,937,000Source | 12,850,000Source |
| Other Liabilities, NoncurrentUSD | 14,021,000Source | 4,199,000Source | — | 3,267,000Source | 2,961,000Source | — | 2,130,000Source | 2,607,000Source | — | 4,178,000Source | 4,139,000Source | 3,210,000Source |
| Stockholders' Equity Attributable to Noncontrolling InterestUSD | 418,424,000Source | 377,169,000Source | 434,351,000Source | 405,755,000Source | 359,955,000Source | 426,712,000Source | 369,713,000Source | 327,286,000Source | 439,092,000Source | 373,184,000Source | 317,805,000Source | 308,117,000Source |
| Additional Financial Items | ||||||||||||
| Deferred Tax Liabilities, NetUSD | — | — | — | — | — | — | — | — | — | 18,065,000Source | 15,937,000Source | 12,850,000Source |
| Long-term Debt, Excluding Current MaturitiesUSD | 104,386,000Source | 122,867,000Source | 215,951,000Source | 153,383,000Source | 98,029,000Source | 228,608,000Source | 132,596,000Source | 91,470,000Source | 177,907,000Source | 104,968,000Source | 130,680,000Source | 108,280,000Source |
| Long-term Debt, Current MaturitiesUSD | 73,118,000Source | 1,620,000Source | — | — | 1,201,000Source | — | — | 5,668,000Source | — | 792,000Source | 3,654,000Source | 0Source |
| Long-term Debt, Excluding Current MaturitiesUSD | 104,386,000Source | 122,867,000Source | 215,951,000Source | 153,383,000Source | 98,029,000Source | 228,608,000Source | 132,596,000Source | 91,470,000Source | 177,907,000Source | 104,968,000Source | 130,680,000Source | 108,280,000Source |
| Redeemable Noncontrolling Interest, Equity, Carrying AmountUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Short-term InvestmentsUSD | 130,147,000Source | 61,827,000Source | — | 119,326,000Source | 65,444,000Source | — | 104,991,000Source | — | — | 73,957,000Source | — | — |
cash flow · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash flows from operating activities: | ||||||||||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling InterestUSD | — | — | 46,171,000Source | 19,007,000Source | 8,041,000Source | 47,202,000Source | -12,745,000Source | 27,293,000Source | 149,225,000Source | 78,303,000Source | 28,179,000Source | 2,403,000Source |
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||||||||||
| Depreciation, Depletion and AmortizationUSD | — | — | 9,413,000Source | 9,184,000Source | — | — | 9,706,000Source | 9,488,000Source | 37,524,000Source | 38,905,000Source | 45,809,000Source | 33,887,000Source |
| Share-based Payment Arrangement, Noncash ExpenseUSD | — | — | — | — | — | — | 4,617,000Source | 4,392,000Source | 18,908,000Source | 17,357,000Source | 18,017,000Source | 12,129,000Source |
| Changes in operating assets and liabilities: | ||||||||||||
| Increase (Decrease) in Accounts ReceivableUSD | — | — | — | — | — | — | — | — | — | — | — | 24,059,000Source |
| Increase (Decrease) in InventoriesUSD | — | — | — | — | — | — | — | — | — | 13,482,000Source | — | — |
| Increase (Decrease) in Accounts PayableUSD | — | — | — | — | — | — | — | — | — | — | — | 10,834,000Source |
| Deferred Income Tax Expense (Benefit)USD | — | — | — | — | — | — | -13,528,000Source | -939,000Source | -34,503,000Source | 2,929,000Source | 2,921,000Source | 2,973,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | — | — | — | — | — | — | 16,253,000Source | 43,830,000Source | 218,986,000Source | 177,024,000Source | 133,706,000Source | 55,328,000Source |
| Cash flows from investing activities: | ||||||||||||
| Payments to Acquire Businesses, Net of Cash AcquiredUSD | — | — | — | — | — | — | — | 0Source | 1,619,000Source | 25,120,000Source | 8,683,000Source | 15,404,000Source |
| Net Cash Provided by (Used in) Investing ActivitiesUSD | — | — | — | — | — | — | -39,925,000Source | -4,481,000Source | -185,197,000Source | -618,564,000Source | -52,647,000Source | -91,521,000Source |
| Payments for (Proceeds from) Other Investing ActivitiesUSD | — | — | — | — | — | — | 13,000Source | 233,000Source | -2,979,000Source | -979,000Source | -121,000Source | 721,000Source |
| Cash flows from financing activities: | ||||||||||||
| Payment, Tax Withholding, Share-based Payment ArrangementUSD | — | — | — | — | — | — | 61,000Source | 44,000Source | 3,854,000Source | 5,836,000Source | — | — |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | — | — | — | — | — | — | 91,039,000Source | 14,244,000Source | 29,928,000Source | -46,922,000Source | 103,161,000Source | -28,084,000Source |
| Proceeds from (Payments for) Other Financing ActivitiesUSD | — | — | — | — | — | — | — | — | 552,000Source | 0Source | — | — |
| Repayments of Long-term DebtUSD | — | — | — | — | — | — | 6,159,000Source | 120,880,000Source | 187,881,000Source | 90,775,000Source | 139,850,000Source | 122,500,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | — | — | — | — | — | — | 67,733,000Source | 53,463,000Source | 66,155,000Source | -491,431,000Source | 185,085,000Source | -64,781,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | 332,647,000Source | 323,429,000Source | 467,635,000Source | 330,586,000Source | 366,733,000Source | 286,308,000Source | 299,000,000Source | 232,845,000Source | 724,276,000Source | 539,191,000Source |
| Supplemental disclosure of cash flow information: | ||||||||||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | — | — | — | — | — | — | 2,701,000Source | 1,807,000Source | 10,160,000Source | 8,613,000Source | 6,126,000Source | 4,868,000Source |
| Income Taxes Paid, NetUSD | — | — | — | — | — | — | 230,000Source | 101,000Source | 16,410,000Source | — | — | — |
| Effect of Exchange Rate on Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | — | — | — | — | 366,000Source | -130,000Source | 2,438,000Source | -2,969,000Source | 865,000Source | -504,000Source |
| Additional Financial Items | ||||||||||||
| Share-based Payment Arrangement, ExpenseUSD | — | — | 5,089,000Source | 4,092,000Source | 5,093,000Source | 5,146,000Source | 4,617,000Source | 4,392,000Source | 18,908,000Source | 17,357,000Source | 18,017,000Source | 12,129,000Source |
| Amortization of Intangible AssetsUSD | — | — | 5,700,000Source | 6,200,000Source | 5,700,000Source | 5,800,000Source | 5,600,000Source | 6,400,000Source | 23,500,000Source | 26,700,000Source | 28,600,000Source | 21,800,000Source |
| Debt and Equity Securities, Realized Gain (Loss)USD | — | — | — | — | — | — | -2,289,000Source | -315,000Source | 3,064,000Source | 2,223,000Source | — | — |
| Debt Securities, Available-for-sale, Realized Gain (Loss)USD | — | — | 116,000Source | 700,000Source | 38,000Source | 16,000Source | 414,000Source | 215,000Source | 386,000Source | 927,000Source | — | — |
| Deferred Policy Acquisition Costs, Amortization ExpenseUSD | — | — | — | — | — | — | — | — | 337,087,000Source | 301,719,000Source | 251,805,000Source | 191,150,000Source |
| DepreciationUSD | — | — | — | — | — | — | — | — | — | 5,900,000Source | 6,200,000Source | 6,600,000Source |
| Equity Method Investment, Realized Gain (Loss) on DisposalUSD | — | — | — | — | — | — | — | — | — | 0Source | 0Source | 34,735,000Source |
| Equity Securities, FV-NI, Gain (Loss)USD | — | — | 1,155,000Source | 574,000Source | 7,141,000Source | 1,178,000Source | -2,703,000Source | -530,000Source | 2,678,000Source | 1,296,000Source | — | — |
| Gain (Loss) on Disposition of AssetsUSD | — | — | — | — | — | — | — | — | — | — | — | -4,316,000Source |
| Gain (Loss) on InvestmentsUSD | — | — | — | — | 7,179,000Source | 1,194,000Source | -2,289,000Source | -315,000Source | 3,064,000Source | — | — | — |
| Gain (Loss) on Disposition of BusinessUSD | — | — | 0Source | 0Source | — | 0Source | — | — | 0Source | 87,000Source | -4,013,000Source | — |
| Gain (Loss) on Disposition of Other AssetsUSD | — | — | — | — | — | — | — | — | — | — | -2,827,000Source | — |
| Gain (Loss) on Disposition of Property Plant EquipmentUSD | — | — | — | — | — | — | — | — | — | — | — | -1,500,000Source |
| General and Administrative ExpenseUSD | — | — | 24,445,000Source | 20,837,000Source | — | 22,574,000Source | — | 22,185,000Source | 94,517,000Source | 82,504,000Source | 85,434,000Source | 89,068,000Source |
| GoodwillUSD | — | — | 114,150,000Source | 114,175,000Source | 114,134,000Source | 114,165,000Source | 114,150,000Source | 114,127,000Source | 114,164,000Source | 114,123,000Source | 114,214,000Source | 115,041,000Source |
| Goodwill, Impairment LossUSD | — | — | — | — | — | — | — | — | 0Source | 0Source | 0Source | 0Source |
| Impairment of Intangible Assets (Excluding Goodwill)USD | — | — | — | — | — | — | — | — | — | — | 4,300,000Source | — |
| Income (Loss) from Continuing Operations, Net of Tax, Attributable to ParentUSD | — | — | 18,945,000Source | 3,010,000Source | -1,668,000Source | 9,098,000Source | -6,521,000Source | 6,496,000Source | 41,463,000Source | 9,590,000Source | 16,554,000Source | — |
| Income (Loss) from Equity Method InvestmentsUSD | — | — | — | — | — | — | — | — | — | 0Source | 0Source | -1,676,000Source |
| Income Tax Expense (Benefit)USD | — | — | -32,834,000Source | -1,022,000Source | -5,809,000Source | 6,161,000Source | -8,192,000Source | 5,489,000Source | -10,043,000Source | 15,379,000Source | 16,593,000Source | 7,017,000Source |
| InterestExpenseNonoperatingUSD | — | — | — | — | 1,237,000Source | 1,484,000Source | 1,095,000Source | 1,393,000Source | 5,440,000Source | — | — | — |
| Investment Income, InterestUSD | — | — | 10,259,000Source | 9,641,000Source | 11,033,000Source | 9,507,000Source | 10,233,000Source | 9,145,000Source | 38,992,000Source | 39,475,000Source | — | — |
| Liability for Unpaid Claims and Claims Adjustment Expense, Incurred ClaimsUSD | — | — | 78,626,000Source | 99,430,000Source | 110,709,000Source | 75,213,000Source | 97,919,000Source | 71,130,000Source | 285,394,000Source | 298,593,000Source | 220,658,000Source | 182,402,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | — | — | — | — | — | — | — | — | — | 32,078,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | 25,323,000Source | 14,122,000Source | 7,761,000Source | 36,229,000Source | -8,254,000Source | 18,922,000Source | 100,207,000Source | 61,286,000Source | 7,948,000Source | -29,675,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | — | — | — | — | — | — | — | — | — | -23,956,000Source |
| Operating ExpensesUSD | — | — | — | — | 351,003,000Source | 320,556,000Source | 331,394,000Source | 293,896,000Source | 1,276,361,000Source | — | — | — |
| Operating Lease, ExpenseUSD | — | — | — | — | — | — | — | — | — | — | — | 10,737,000Source |
| Operating Lease, Impairment LossUSD | — | — | — | — | — | — | — | — | — | 0Source | 1,147,000Source | 4,698,000Source |
| Other Nonoperating Income (Expense)USD | — | — | -20,980,000Source | 8,359,000Source | -28,000Source | -4,946,000Source | -922,000Source | -1,689,000Source | -40,896,000Source | 35,808,000Source | 22,821,000Source | 2,028,000Source |
| Other Operating Income (Expense), NetUSD | — | — | — | — | -1,209,000Source | 384,000Source | -173,000Source | 296,000Source | 395,679,000Source | — | — | — |
| Payments of Financing CostsUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Proceeds from Issuance of Common StockUSD | — | — | — | — | — | — | — | — | — | — | 1,526,000Source | — |
| Proceeds from Issuance of Long-term DebtUSD | — | — | — | — | — | — | 57,911,000Source | 160,067,000Source | 257,191,000Source | 61,972,000Source | 161,547,000Source | 94,367,000Source |
| Proceeds from Noncontrolling InterestsUSD | — | — | — | — | — | — | — | — | — | — | 779,000Source | 1,700,000Source |
| Restructuring Costs and Asset Impairment ChargesUSD | — | — | — | 0Source | — | — | — | — | 0Source | 0Source | 8,812,000Source | 12,200,000Source |
income statement · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total RevenueUSD | — | — | 379,994,000Source | 323,374,000Source | 354,822,000Source | 379,309,000Source | 311,830,000Source | 328,336,000Source | 1,456,389,000Source | 1,200,038,000Source | 1,000,213,000Source | 787,588,000Source |
| Operating Income (Loss)USD | — | — | 34,317,000Source | 10,089,000Source | — | 47,699,000Source | — | 25,728,000Source | — | 66,418,000Source | 10,408,000Source | -67,566,000Source |
| Other Nonoperating Income (Expense)USD | — | — | -20,980,000Source | 8,359,000Source | -28,000Source | -4,946,000Source | -922,000Source | -1,689,000Source | -40,896,000Source | 35,808,000Source | 22,821,000Source | 2,028,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | — | — | 13,337,000Source | 17,985,000Source | 2,232,000Source | 53,363,000Source | -20,937,000Source | 32,782,000Source | 139,182,000Source | 93,682,000Source | 44,772,000Source | 11,096,000Source |
| Income Tax Expense (Benefit)USD | — | — | -32,834,000Source | -1,022,000Source | -5,809,000Source | 6,161,000Source | -8,192,000Source | 5,489,000Source | -10,043,000Source | 15,379,000Source | 16,593,000Source | 7,017,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | 25,323,000Source | 14,122,000Source | 7,761,000Source | 36,229,000Source | -8,254,000Source | 18,922,000Source | 100,207,000Source | 61,286,000Source | 7,948,000Source | -29,675,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | — | — | — | — | — | — | — | — | — | 32,078,000Source |
| Earnings Per Share, BasicUSD per share | — | — | — | — | — | — | — | — | — | — | — | 0.39Source |
| Interest Expense (non-operating)USD | — | — | — | — | 1,237,000Source | 1,484,000Source | 1,095,000Source | 1,393,000Source | 5,440,000Source | — | — | — |
| Additional Financial Items | ||||||||||||
| Amortization of Intangible AssetsUSD | — | — | 5,700,000Source | 6,200,000Source | 5,700,000Source | 5,800,000Source | 5,600,000Source | 6,400,000Source | 23,500,000Source | 26,700,000Source | 28,600,000Source | 21,800,000Source |
| Benefits, Losses and ExpensesUSD | — | — | 345,677,000Source | 313,285,000Source | 352,590,000Source | 325,946,000Source | 332,767,000Source | 295,554,000Source | 1,317,207,000Source | 1,133,620,000Source | 989,805,000Source | 855,154,000Source |
| Current Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | 24,460,000Source | 12,450,000Source | 13,672,000Source | 4,044,000Source |
| Debt and Equity Securities, Realized Gain (Loss)USD | — | — | — | — | — | — | -2,289,000Source | -315,000Source | 3,064,000Source | 2,223,000Source | — | — |
| Deferred Policy Acquisition Costs, Amortization ExpenseUSD | — | — | — | — | — | — | — | — | 337,087,000Source | 301,719,000Source | 251,805,000Source | 191,150,000Source |
| Gain (Loss) on InvestmentsUSD | — | — | — | — | 7,179,000Source | 1,194,000Source | -2,289,000Source | -315,000Source | 3,064,000Source | — | — | — |
| General and Administrative ExpenseUSD | — | — | 24,445,000Source | 20,837,000Source | — | 22,574,000Source | — | 22,185,000Source | 94,517,000Source | 82,504,000Source | 85,434,000Source | 89,068,000Source |
| Goodwill, Impairment LossUSD | — | — | — | — | — | — | — | — | 0Source | 0Source | 0Source | 0Source |
| Income (Loss) from Continuing Operations, Net of Tax, Attributable to ParentUSD | — | — | 18,945,000Source | 3,010,000Source | -1,668,000Source | 9,098,000Source | -6,521,000Source | 6,496,000Source | 41,463,000Source | 9,590,000Source | 16,554,000Source | — |
| Income (Loss) from Continuing Operations before Income Taxes, DomesticUSD | — | — | — | — | — | — | — | — | 24,050,000Source | 108,589,000Source | 62,030,000Source | 24,778,000Source |
| Income (Loss) from Equity Method InvestmentsUSD | — | — | — | — | — | — | — | — | — | 0Source | 0Source | -1,676,000Source |
| Investment Income, InterestUSD | — | — | 10,259,000Source | 9,641,000Source | 11,033,000Source | 9,507,000Source | 10,233,000Source | 9,145,000Source | 38,992,000Source | 39,475,000Source | — | — |
| Labor and Related ExpenseUSD | — | — | 68,110,000Source | 47,192,000Source | — | 64,062,000Source | — | 59,103,000Source | 263,587,000Source | 221,463,000Source | 216,896,000Source | 199,542,000Source |
| Liability for Unpaid Claims and Claims Adjustment Expense, Incurred ClaimsUSD | — | — | 78,626,000Source | 99,430,000Source | 110,709,000Source | 75,213,000Source | 97,919,000Source | 71,130,000Source | 285,394,000Source | 298,593,000Source | 220,658,000Source | 182,402,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | — | — | — | — | — | — | — | — | — | -23,956,000Source |
| Net Investment IncomeUSD | — | — | 10,152,000Source | 9,584,000Source | 11,003,000Source | 9,416,000Source | 10,263,000Source | 9,058,000Source | 38,648,000Source | 39,249,000Source | — | — |
| Operating ExpensesUSD | — | — | — | — | 351,003,000Source | 320,556,000Source | 331,394,000Source | 293,896,000Source | 1,276,361,000Source | — | — | — |
| Operating Lease, ExpenseUSD | — | — | — | — | — | — | — | — | — | — | — | 10,737,000Source |
| Other Operating Income (Expense), NetUSD | — | — | — | — | -1,209,000Source | 384,000Source | -173,000Source | 296,000Source | 395,679,000Source | — | — | — |
| Selling and Marketing ExpenseUSD | — | — | 77,672,000Source | 59,141,000Source | — | 67,380,000Source | — | 54,626,000Source | 258,202,000Source | 190,523,000Source | 156,378,000Source | 140,781,000Source |
| Selling, General and Administrative Expense | — | — | — | — | —Source | —Source | —Source | —Source | — | — | — | — |
Filing attachments
d151794dex991.htm · 8-K · 2026-11-12
Exhibit 99.1 For Immediate Release Hagerty Announces Pricing of its Upsized Secondary Offering of Class A Common Stock TRAVERSE CITY, Michigan, November 10, 2026/PRNewswire/ - Hagerty, Inc. (NYSE: HGTY) (“Hagerty”), a business that makes it easier and more enjoyable to be a driving enthusiast, announced the pricing of its secondary offering, upsized to 10,000,000 shares of Hagerty’s Class A Common Stock, being offered by Hagerty Holding Corp. (“HHC” or the “Selling Stockholder”) at a price t…
Read attachment ↗d156171dex991.htm · 8-K · 2026-11-10
Exhibit 99.1 For Immediate Release Hagerty Announces Secondary Offering of its Class A Common Stock TRAVERSE CITY, Michigan, November 10, 2026 /PRNewswire/ - Hagerty, Inc. (NYSE: HGTY) (“Hagerty”), a business that makes it easier and more enjoyable to be a driving enthusiast, announced that Hagerty Holding Corp. (“HHC” or the “Selling Stockholder”) intends to offer 9,000,000 shares of Hagerty’s Class A Common Stock in an underwritten secondary public offering. In connection with the offering,…
Read attachment ↗d71458dex991.htm · 8-K · 2026-09-11
EX-99.1 4 d71458dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 For Immediate Release Hagerty Announces Pricing of its Upsized Secondary Offering of Class A Common Stock TRAVERSE CITY, Michigan, September 9, 2026/PRNewswire/ - Hagerty, Inc. (NYSE: HGTY) (“Hagerty”), a business that makes it easier and more enjoyable to be a driving enthusiast, announced the pricing of its secondary offering, upsized to 9,250,000 shares of Hagerty’s Class A Common Stock, being offered by Hagerty Holding Corp. (“…
Read attachment ↗d163369dex991.htm · 8-K · 2026-09-09
EX-99.1 2 d163369dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 For Immediate Release Hagerty Announces Secondary Offering of its Class A Common Stock TRAVERSE CITY, Michigan, September 9, 2026 /PRNewswire/ - Hagerty, Inc. (NYSE: HGTY) (“Hagerty”), a business that makes it easier and more enjoyable to be a driving enthusiast, announced that Hagerty Holding Corp. (“HHC” or the “Selling Stockholder”) intends to offer 8,250,000 shares of Hagerty’s Class A Common Stock in an underwritten secondary …
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