# Hagerty, Inc.: overview

HGTY · NYSE · CIK 1840776 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/hgty.md) · [Financials](/companies/hgty/financials.md) · [Filings](/companies/hgty/filings.md) · [Insiders](/companies/hgty/insiders.md)

Latest reported revenue: [$80.8m](/filings/0001840776-26-000031.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 5, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001840776-26-000031).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [155](/filings/0001840776-25-000233.md) | [121 d](/filings/0001840776-26-000013.md) | [148](/filings/0001840776-26-000021.md) | [188](/filings/0001840776-26-000031.md) | [190](/filings/0001840776-25-000233.md) | [151 d](/filings/0001840776-26-000013.md) | [61.1](/filings/0001840776-26-000021.md) | [80.8](/filings/0001840776-26-000031.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [6.5%](/filings/0001840776-25-000233.md) | [5.0% d](/filings/0001840776-25-000033.md) | [17.3%](/filings/0001840776-25-000143.md) | [25.3%](/filings/0001840776-25-000222.md) | [18.1%](/filings/0001840776-25-000233.md) | not reported | not reported | not reported |
| Net margin | % | [12.2%](/filings/0001840776-25-000233.md) | [7.0% d](/filings/0001840776-26-000013.md) | [18.4%](/filings/0001840776-26-000021.md) | [25.1%](/filings/0001840776-26-000031.md) | [24.3%](/filings/0001840776-25-000233.md) | [18.9% d](/filings/0001840776-26-000013.md) | [(20.9%)](/filings/0001840776-26-000021.md) | [9.9%](/filings/0001840776-26-000031.md) |
| Diluted EPS | $ per share | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Free cash flow | $m | [62.0 d](/filings/0001840776-25-000233.md) | [(16.7) d](/filings/0001840776-26-000013.md) | [38.4](/filings/0001840776-26-000021.md) | [47.7 d](/filings/0001840776-26-000031.md) | [85.2 d](/filings/0001840776-25-000233.md) | [23.1 d](/filings/0001840776-26-000013.md) | [8.5](/filings/0001840776-26-000021.md) | [162 d](/filings/0001840776-26-000031.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:ProfitLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL not reported.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [323](/filings/0001840776-24-000022.md) | [384](/filings/0001840776-25-000033.md) | [464](/filings/0001840776-26-000013.md) | [549](/filings/0001840776-26-000013.md) | [678](/filings/0001840776-26-000013.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [(3.1%)](/filings/0001840776-24-000022.md) | [(17.6%)](/filings/0001840776-25-000033.md) | [2.2%](/filings/0001840776-25-000033.md) | [12.1%](/filings/0001840776-25-000033.md) | not reported |
| Net margin | % | [(14.3%)](/filings/0001840776-23-000021.md) | [8.4%](/filings/0001840776-23-000021.md) | [6.1%](/filings/0001840776-26-000013.md) | [14.3%](/filings/0001840776-26-000013.md) | [22.0%](/filings/0001840776-26-000013.md) |
| Diluted EPS | $ per share | [(0.56)](/filings/0001840776-23-000021.md) | not reported | not reported | not reported | not reported |
| Free cash flow | $m | [(1.1)](/filings/0001840776-24-000022.md) | [11.0](/filings/0001840776-25-000033.md) | [107](/filings/0001840776-26-000013.md) | [156](/filings/0001840776-26-000013.md) | [194](/filings/0001840776-26-000013.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Net income: us-gaap:ProfitLoss.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/hgty/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [STATE FARM MUTUAL AUTOMOBILE INSURANCE CO](/funds/315032.md) | 2026-06-30 | $617.5m | 51,800,000 |  | Unchanged |
| [NEUBERGER BERMAN GROUP LLC](/funds/1465109.md) | 2026-06-30 | $113.6m | 9,528,505 |  | Added +807,137 |
| [Polar Capital Holdings Plc](/funds/1837309.md) | 2026-06-30 | $71.5m | 6,000,000 |  | Unchanged |
| [Markel Group Inc.](/funds/1096343.md) | 2026-06-30 | $35.9m | 3,108,000 |  | Unchanged |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $23.0m | 1,928,492 |  | Added +60,919 |
| [Greenhaven Road Investment Management, L.P.](/funds/1741129.md) | 2026-06-30 | $22.2m | 1,865,430 |  | Reduced −504,548 |
| [Pembroke Management, LTD](/funds/1063497.md) | 2026-06-30 | $20.3m | 1,702,926 |  | Reduced −35,080 |
| [Pembroke Management, LTD](/funds/1063497.md) | 2026-06-30 | $20.3m | 1,702,926 |  | Reduced −35,080 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $19.7m | 1,650,329 |  | Added +19,358 |
| [Lincoln Capital LLC](/funds/1633862.md) | 2026-06-30 | $11.6m | 973,651 |  | Added +22,999 |

## Recent filings

[All 897 filings](/companies/hgty/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-09-11 | 22:04 ET | [SCHEDULE 13D/A](/filings/0001104659-26-107138.md) | Ownership report, active investor, amended | 0001104659-26-107138 |
| 2026-09-11 | 20:10 ET | [8-K](/filings/0001193125-26-389275.md) | 1.01 Entry into a material agreement; 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-389275 |
| 2026-09-09 | 20:25 ET | [8-K](/filings/0001193125-26-386495.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-386495 |
| 2026-08-05 | 17:40 ET | [10-Q](/filings/0001840776-26-000031.md) | Quarterly report, period 2026-06-30 | 0001840776-26-000031 |
| 2026-08-05 | 11:00 ET | [8-K](/filings/0001840776-26-000028.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001840776-26-000028 |
| 2026-07-17 | 20:20 ET | [8-K](/filings/0001628280-26-048668.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001628280-26-048668 |
| 2026-06-12 | 20:17 ET | [8-K](/filings/0001628280-26-042865.md) | 5.07 Shareholder vote results | 0001628280-26-042865 |
| 2026-05-06 | 14:53 ET | [10-Q](/filings/0001840776-26-000021.md) | Quarterly report, period 2026-03-31 | 0001840776-26-000021 |
| 2026-05-06 | 10:57 ET | [8-K](/filings/0001840776-26-000019.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001840776-26-000019 |
| 2026-04-30 | 20:17 ET | [DEF 14A](/filings/0001628280-26-028911.md) | Proxy statement, period 2026-06-09 | 0001628280-26-028911 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001840776-26-000013.md), filed Feb 26, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/7fb810d8-27f2-42cb-9a94-610d512dfaf5)

## About the filer

- CIK: 1840776
- Tickers: HGTY
- Exchange: NYSE
- SIC code: 6411 Insurance Agents, Brokers & Service
- State of incorporation: DE
- Filer category: Accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:49 ET. No prices; not investment advice.