secwatch / observer

Hagerty, Inc. — fact timeline

Source-grounded facts extracted from Hagerty, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

HGTY Hagerty, Inc. JSON
Earnings Releases

Hagerty, Inc. reported financial results for fiscal quarter ended March 31, 2026.

“On May 6, 2026, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended March 31, 2026 by issuing a letter to its stockholders and a press release.”
Material Agreements

Hagerty, Inc. entered into Quota Share Agreement with Essentia Insurance Company (effective 2025-12-31).

“On December 31, 2025, HIA and Hagerty Re entered into a new Quota Share Reinsurance Agreement with Essentia (the “ Quota Share Agreement ”), effective January 1, 2026, pursuant to which Hagerty Re will assume 100% of the risk on policies (i) issued by Essentia on or after January 1, 2026 or (ii) issued by Essentia prior to January 1, 2026, the risk period under which remains unexpired as of January 1, 2026, with respect to losses for which the date of loss is on or after January 1, 2026.”
Material Agreements

Hagerty, Inc. entered into General Agency Agreement with Essentia Insurance Company (effective 2025-12-31).

“On December 31, 2025, HIA and Hagerty Re, both subsidiaries of the Company, executed the General Agency Agreement with Essentia (the “ General Agency Agreement ”).”
Material Agreements

Hagerty, Inc. amended Seventh Amended and Restated Limited Liability Company Agreement with Markel Group Inc. and the other members of OpCo (effective 2025-12-31).

“On December 31, 2025, the Company executed the Seventh Amended and Restated Limited Liability Company Agreement with Markel and the other members of OpCo (the “ Amended LLC Agreement ”), to among other things, remove certain restrictive covenants, including exclusivity provisions relating to the businesses of the Company and its subsidiaries.”
Material Agreements

Hagerty, Inc. amended Sixth Amended and Restated Master Relationship Agreement with Markel Group Inc. (effective 2025-12-31).

“On December 31, 2025, the Company and OpCo, a subsidiary of the Company, entered into the Sixth Amended and Restated Master Relationship Agreement (the “ Relationship Agreement ”) with Markel, which amended and restated the Fifth Amended and Restated Master Alliance Agreement, dated December 18, 2023.”

Michael R. Heaton was appointed as Director at Hagerty, Inc..

“Markel has designated Michael R. Heaton, who currently serves as Markel's Executive Vice President & Chief Operating Officer, to serve as its designee on the Board.”

F. Michael Crowley departed as Director at Hagerty, Inc..

“On April 16, 2025, F. Michael Crowley, a member of the Board of Directors (the "Board") of Hagerty, Inc. (the "Company"), informed the Company that he does not intend to stand for re-election at the Company's 2025 annual meeting of stockholders (the "Annual Meeting").”

Anthony J. Kuczinski was elected as director at Hagerty, Inc..

“On July 9, 2024, Board of Directors (the "Board") of Hagerty, Inc. ("Hagerty" or the "Company") elected Anthony J. Kuczinski as a director.”

Jeff Briglia was appointed as President of Insurance at Hagerty, Inc..

“Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of President of Insurance On May 31, 2024, the Company announced the appointment of Jeff Briglia, age 54, as its President of Insurance, effective July 1, 2024, to lead all aspects of the Company’s insurance operations.”
Earnings Releases

Hagerty, Inc. reported financial results for the fiscal quarter ended March 31, 2024.

“On May 7, 2024, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended March 31, 2024 by issuing a letter to its stockholders and a press release.”
Earnings Releases

Hagerty, Inc. reported the fiscal year ended December 31, 2023 results: revenue $1.0 billion. Guidance initiated.

“full year 2023 Total Revenue increased 27% to $1.0 billion compared to the prior year periods.”
Earnings Releases

Hagerty, Inc. reported the fiscal quarter ended December 31, 2023 results: net income $9.0 million. Guidance initiated.

“Fourth quarter 2023 Net Income of $9.0 million, an increase of $41.3 million”

Michael Angelina retired as Director at Hagerty, Inc..

“On February 26, 2024, Michael Angelina, a member of the Board of Directors (the "Board") of Hagerty, Inc. (the "Company") notified the Company that he will retire from service on the Board and its Nominating and Governance Committee and Talent, Culture, and Compensation Committee, effective as of April 2, 2024.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.