organization · Reporting owner
Hagerty Holding Corp.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | 10% owner | September 09, 2026 | September 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Hagerty, Inc.
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-09-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-09-09 · Conversion · Acquired 9,250,000 · Balance 9,250,000 F1: 9,250,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Row 2 · 2026-09-09 · Sale · Disposed 9,250,000 · Balance 0 Row 3 · 2026-09-11 · Conversion · Acquired 1,387,500 · Balance 1,387,500 F2: 1,387,500 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests that were surrendered by the Reporting Person pursuant to the Exchange Agreement. Row 4 · 2026-09-11 · Sale · Disposed 1,387,500 · Balance 0 |
| Class V Common StockSEC Table II · derivative / convertible security | Direct | 157,302,156 |
Reported balance
After 2026-09-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-09 · Conversion · Disposed 9,250,000 · Balance 157,302,156 F3: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F1: 9,250,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. |
| Class V Common StockSEC Table II · derivative / convertible security | Direct | 155,914,656 |
Reported balance
After 2026-09-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-11 · Conversion · Disposed 1,387,500 · Balance 155,914,656 F3: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2: 1,387,500 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests that were surrendered by the Reporting Person pursuant to the Exchange Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: 9,250,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash.
F2: 1,387,500 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests that were surrendered by the Reporting Person pursuant to the Exchange Agreement.
F3: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 11, 2026 22:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass V Common Stock · Derivative | 1,387,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107145 · tm2625312-2_4seq1.xml · derivative · entry 6 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,914,656 Underlying: Class A Common Stock · 1,387,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · price: 1,387,500 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests that were surrendered by the Reporting Person pursuant to the Exchange Agreement. F3 · derivative.exercise_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F3 · derivative.expiration_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| September 11, 2026 Filed Sep 11, 2026 22:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 1,387,500 | $11.47 | $15,917,400.00 |
DisclosureSEC source: 0001104659-26-107145 · tm2625312-2_4seq1.xml · nonDerivative · entry 4 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 11, 2026 Filed Sep 11, 2026 22:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 1,387,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107145 · tm2625312-2_4seq1.xml · nonDerivative · entry 3 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,387,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: 1,387,500 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests that were surrendered by the Reporting Person pursuant to the Exchange Agreement. Read SEC document |
| September 09, 2026 Filed Sep 11, 2026 22:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass V Common Stock · Derivative | 9,250,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107145 · tm2625312-2_4seq1.xml · derivative · entry 5 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,302,156 Underlying: Class A Common Stock · 9,250,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F1 · price: 9,250,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F3 · derivative.exercise_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F3 · derivative.expiration_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| September 09, 2026 Filed Sep 11, 2026 22:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 9,250,000 | $11.47 | $106,116,000.00 |
DisclosureSEC source: 0001104659-26-107145 · tm2625312-2_4seq1.xml · nonDerivative · entry 2 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 09, 2026 Filed Sep 11, 2026 22:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 9,250,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107145 · tm2625312-2_4seq1.xml · nonDerivative · entry 1 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,250,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 9,250,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| August 13, 2025 Filed Aug 16, 2025 01:04 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass V Common Stock · Derivative | 1,236,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-079366 · tm2523642-1_4seq1.xml · derivative · entry 3 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,552,156 Underlying: Class A Common Stock · 1,236,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F1 · price: 1,236,750 shares of Class A Common Stock were issued in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · derivative.exercise_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · derivative.expiration_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| August 13, 2025 Filed Aug 16, 2025 01:04 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 1,236,750 | $8.92 | $11,031,438.98 |
DisclosureSEC source: 0001104659-25-079366 · tm2523642-1_4seq1.xml · nonDerivative · entry 2 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 13, 2025 Filed Aug 16, 2025 01:04 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 1,236,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-079366 · tm2523642-1_4seq1.xml · nonDerivative · entry 1 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,236,750 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 1,236,750 shares of Class A Common Stock were issued in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:00 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass V Common Stock · Derivative | 8,245,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-076145 · tm2523060-1_4seq1.xml · derivative · entry 3 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,788,906 Underlying: Class A Common Stock · 8,245,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F1 · price: 8,245,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · derivative.exercise_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · derivative.expiration_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:00 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 8,245,000 | $8.92 | $73,542,926.50 |
DisclosureSEC source: 0001104659-25-076145 · tm2523060-1_4seq1.xml · nonDerivative · entry 2 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:00 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 8,245,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-076145 · tm2523060-1_4seq1.xml · nonDerivative · entry 1 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,245,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 8,245,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.