Also trades as: HGTY-WT (NYSE) · $vol 0M
HGTY NYSE
Hagerty, Inc.
1W: +0.8%
1M: +15.2%
3M: +31.6%
YTD: +18.5%
1Y: +40.9%
3Y: +94.0%
5Y: +55.0%
$15.57
-0.38 (-2.38%)
Weekly Expected Move ±2.8%
$15
$15
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$16
$16
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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26 relationships26
As Filer
counterparties named
0
As Counterparty
mentioned by others
4
Rel. Types
2021-04-13
Earliest Filing
2026-01-02
Latest Filing
partner: 13
investor: 11
JV: 1
target: 1
Counterparties (Filed by HGTY)
26 relationshipsCompanies named in HGTY's SEC 8-K filings as business counterparties.
| Counterparty | Ticker | Relationship | Summary | Filing Date | SEC |
|---|---|---|---|---|---|
| Markel Group Inc. | MKL | partner | Strategic partner and significant stockholder entering into a fronting arrangement. | 2026-01-02 | View |
| The Hagerty Group, LLC | — | partner | Operating company (OpCo) subsidiary entering into master relationship and LLC agreements. | 2026-01-02 | View |
| Hagerty Insurance Agency, LLC | HGTY | partner | Subsidiary executing General Agency and Quota Share agreements. | 2026-01-02 | View |
| Hagerty Reinsurance Limited | HGTY | partner | Subsidiary executing General Agency and Quota Share agreements. | 2026-01-02 | View |
| Essentia Insurance Company | ESNT | partner | Counterparty in fronting arrangement, General Agency Agreement, and Quota Share Agreement. | 2026-01-02 | View |
| Keefe, Bruyette & Woods, Inc. | — | partner | Served as underwriter representative in the public offering of Class A common stock. | 2025-08-11 | View |
| Continental Stock Transfer & Trust Company | — | partner | Warrant agent and counterparty to warrant amendment agreements | 2024-07-05 | View |
| Hagerty Holding Corp. | HGTY | investor | Significant stockholder and party to the Tax Receivable Agreement. | 2023-06-23 | View |
| Markel Group Inc. | MKL | investor | Significant stockholder and party to the Securities Purchase Agreement and Tax Receivable Agreement. | 2023-06-23 | View |
| The Hagerty Group, LLC | — | partner | OpCo subsidiary contributing Broad Arrow equity to OpCo | 2022-08-10 | View |
| Broad Arrow Group, Inc. | — | partner | Joint venture partner contributing remaining Broad Arrow equity to OpCo | 2022-08-10 | View |
| Broad Arrow Holdings LLC | — | partner | Stockholder of Broad Arrow and Contributor party to the agreement | 2022-08-10 | View |
| Broad Arrow Group, Inc. | — | JV | Joint venture partner and investment target for Hagerty, Inc. | 2022-01-10 | View |
| The Hagerty Group, LLC | — | target | Target company in the business combination agreement with Aldel Financial Inc. | 2021-08-18 | View |
| Markel Corporation | MKL | investor | Major shareholder and investor with rights to designate a director and receive equity consideration. | 2021-08-18 | View |
| Hagerty Holding Corp. | HGTY | investor | Major shareholder holding Company Equity Interests and entitled to Mixed Consideration. | 2021-08-18 | View |
| State Farm Mutual Automobile Insurance Company | — | investor | Investor with rights to designate a director under the Investor Rights Agreement. | 2021-08-18 | View |
| Aldel Investors LLC | — | investor | Sponsor entity entering into support and lock-up agreements. | 2021-08-18 | View |
| FG SPAC Partners LP | — | investor | Sponsor entity entering into lock-up agreements for warrants. | 2021-08-18 | View |
| ThinkEquity | — | investor | Investor holding registration rights under the Amended and Restated Registration Rights Agreement. | 2021-08-18 | View |
| Continental Stock Transfer & Trust Company | — | partner | Trustee and warrant agent for the IPO | 2021-04-13 | View |
| FG SPAC Partners LP | — | investor | Affiliate purchasing OTM warrants | 2021-04-13 | View |
| Aldel Capital LLC | — | investor | Counterparty to Forward Purchase Agreement | 2021-04-13 | View |
| Fordham Financial Management Inc. | — | partner | Parent company of ThinkEquity division acting as underwriter representative | 2021-04-13 | View |
| ThinkEquity | — | partner | Underwriter representative for the IPO | 2021-04-13 | View |
| Aldel Investors LLC | — | investor | Sponsor purchasing private units and warrants | 2021-04-13 | View |
Recent 8-K Filings (20)
| Filing Date | Description | Type | SEC |
|---|---|---|---|
| 2026-09-11 | Material Agreement; Other Events; Exhibits | Agreement | View |
| 2026-09-09 | Regulation FD; Exhibits | View | |
| 2026-08-05 | Earnings Release; Regulation FD; Exhibits | View | |
| 2026-07-17 | Officer/Director Change; Exhibits | View | |
| 2026-06-12 | Shareholder Vote | View | |
| 2026-05-06 | Earnings Release; Regulation FD; Exhibits | View | |
| 2026-04-15 | Officer/Director Change | View | |
| 2026-02-26 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2026-01-02 | Entry into Material Definitive Agreement; Financial Statements and Exhibits | Agreement | View |
| 2025-11-04 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-08-11 | Entry into Material Definitive Agreement; Other Events; Financial Statements and Exhibits | Agreement | View |
| 2025-08-06 | Regulation FD Disclosure; Financial Statements and Exhibits | View | |
| 2025-08-04 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-07-24 | Regulation FD Disclosure; Other Events; Financial Statements and Exhibits | View | |
| 2025-06-06 | Submission of Matters to a Vote of Security Holders | View | |
| 2025-05-07 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-04-16 | Departure/Election of Directors; Appointment of Officers | View | |
| 2025-03-10 | Entry into Material Definitive Agreement; Termination of Material Definitive Agreement; Creation of | Agreement | View |
| 2025-03-04 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2024-11-07 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View |
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text.
Covers 2021–2026. View on SEC EDGAR