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Hagerty, Inc.

For the period ended Sep 30, 2025. Filed Nov 4, 2025.

View on SEC.gov

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.

Sep 30, 2025 · Filed Nov 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 Risk69
Item 4. Controls and Procedures69
Part II – Other Information70
Item 1. Legal Proceedings70
Item 1A. Risk Factors70
Item 2. Unregistered Sales of Equity Securities and Use of Proceeds70
Item 3. Defaults Upon Senior Securities71
Item 4. Mine Safety Disclosures71
Item 5. Other Information71
Item 6. Exhibits72
Signatures73
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.