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Hagerty, Inc.

For the period ended Jun 30, 2025. Filed Aug 4, 2025.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 30, 2025 · Filed Aug 4, 2025

HGTY$17.22-4.2%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

See the whole filing, with its images and exhibits

TABLE OF CONTENTS

TitlePage
Forward Looking Statements4
Part I – Financial Information5
Item 1. Financial Statements (Unaudited)5
Condensed Consolidated Statements of Operations5
Condensed Consolidated Statements of Comprehensive Income6
Condensed Consolidated Balance Sheets7
Condensed Consolidated Statements of Changes in Temporary Equity and Stockholders' Equity8
Condensed Consolidated Statements of Cash Flows12
Notes Accompanying the Condensed Consolidated Financial Statements13
Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations48
Item 3. Quantitative and Qualitative Disclosures About Market Risk68
Item 4. Controls and Procedures68
Part II – Other Information69
Item 1. Legal Proceedings69
Item 1A. Risk Factors69
Item 2. Unregistered Sales of Equity Securities and Use of Proceeds69
Item 3. Defaults Upon Senior Securities70
Item 4. Mine Safety Disclosures70
Item 5. Other Information70
Item 6. Exhibits71
Signatures72
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.