{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"HGTY","limit":50},"count":50,"signals":[{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":75,"context":"3d80d07e95_16) Instances of fraud may result in increased costs, including possible settlement and litigation expenses, higher deductibles and increased corporate insurance premiums, and could have a material adverse effect on our business and reputation. In addition, failure to monitor and detect fraud and otherwise comply with state Special Investigation Unit requirements can result in regulatory fines or penalties. L","filed_date":"2026-02-26","accession":"0001840776-26-000013","full_text":"https://origin.rootz.global/static/filing/0001840776-26-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":100,"match_count":14,"context":"lts Increases 2025 Outlook The Company raised its full year 2025 outlook for Total Revenue growth to 14-15%, Net Income growth to 58-65%, and Adjusted EBITDA growth to 37-41% Third quarter 2025 Total Revenue increased 18% year-over-year to $380.0 million, and year-to-date 2025 Total Revenue increased 18% to $1,068.3 million Third quarter 2025 Written Premium increased 16% year-over-year to $334.0 million, and year-to-","filed_date":"2025-11-04","accession":"0001840776-25-000231","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000231.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":100,"match_count":14,"context":"enue and Profit Growth The Company increased its full year 2025 outlook for Total Revenue growth to 13-14%, Net Income growth of 43-53%, and Adjusted EBITDA growth of 30-38% Second quarter 2025 Total Revenue increased 18% year-over-year to $368.7 million, and year-to-date 2025 Total Revenue increased 18% to $688.3 million Second quarter 2025 Written Premium increased 11% year-over-year to $356.0 million, and year-to-d","filed_date":"2025-08-04","accession":"0001840776-25-000220","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000220.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":100,"match_count":39,"context":"Chairman and CEO would be in the best interests of Hagerty and its stockholders. McKeel Hagerty was appointed to serve as our combined Chairman and CEO, and Bill Swanson, an independent director, was elected by our independent directors to serve as our Lead Director. Additionally, our Board approved an exception to the Governance Guidelines for Mr. Swanson's age. At this time, our Board believes that this leadership structure benef","filed_date":"2025-04-24","accession":"0001840776-25-000126","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000126.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":35,"context":"28, 2020, between the Company and State Farm Mutual Automobile Insurance Company. Material Acquisition means any Permitted Acquisition having total consideration greater than or equal to $30,000,000. Material Adverse Effect means a material adverse effect on (a) the business, assets, financial condition or results of operation of the Company and its Restricted Subsidiaries, taken as a whole, (b) the ability of the Compa","filed_date":"2025-03-10","accession":"0001840776-25-000041","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000041.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":70,"context":"venting fraud. Instances of fraud may result in increased costs, including possible settlement and litigation expenses, higher deductibles and increased corporate insurance premiums, and could have a material adverse effect on our business and reputation. In addition, failure to monitor and detect fraud and otherwise comply with state Special Investigation Unit requirements can result in regulatory fines or penalties. 1","filed_date":"2025-03-04","accession":"0001840776-25-000033","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000033.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":100,"match_count":13,"context":"25-04-04_logo.svg --- EX-99.2 3 pressreleaseq42024.htm EX-99.2 For Immediate Release Hagerty Reports Full Year 2024 Results Provides 2025 Outlook for Revenue and Profit Growth Full year 2024 Total Revenue increased 20% year-over-year to $1.200 billion Full year 2024 Written Premium increased 15% year-over-year to $1.044 billion Added a record 279,000 new members in 2024 Full year 2024 Marketplace revenue increased","filed_date":"2025-03-04","accession":"0001840776-25-000030","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000030.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":100,"match_count":14,"context":"4_logo.svg --- EX-99.2 3 pressreleaseq32024.htm EX-99.2 For Immediate Release Hagerty Reports Third Quarter 2024 Results Updates 2024 Outlook for Revenue and Profit Growth Third quarter 2024 Total Revenue increased 17% year-over-year to $323.4 million, and year-to-date 2024 Total Revenue increased 20% year-over-year to $908.3 million Third quarter 2024 Written Premium increased 13% year-over-year to $287.6 million,","filed_date":"2024-11-07","accession":"0001840776-24-000250","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000250.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":100,"match_count":16,"context":"nd Reinsurance Agreement | | | State Farm is a related party as a result of its director designation rights and stock ownership of the Company acquired in connection with the Business Combination. We entered into a strategic agreement with State Farm in 2020, to establish a 10-year alliance insurance program where State Farms customers, through the State Farm agents, would have access to Hagerty features and services, and State Fa","filed_date":"2024-04-25","accession":"0001840776-24-000079","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000079.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":65,"context":"e trainings and these tools may not always be successful at preventing fraud. Instances of fraud may result in increased costs, including possible settlement and litigation expenses, and could have a material adverse effect on our business and reputation. In addition, failure to monitor and detect fraud and otherwise comply with state Special Investigation Unit requirements can result in regulatory fines or penalties. W","filed_date":"2024-03-12","accession":"0001840776-24-000022","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000022.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":35,"context":"ed December 28, 2020, between the Company and State Farm Mutual Automobile Insurance Company. Material Acquisition means any Permitted Acquisition having total consideration in excess of $15,000,000. Material Adverse Effect means a material adverse effect on (a) the business, assets, financial condition or results of operation of the Company and its Restricted Subsidiaries, taken as a whole, (b) the ability of the Compa","filed_date":"2023-12-01","accession":"0001840776-23-000173","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000173.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":100,"match_count":14,"context":"ZXJ0eS5jb20/images/2025-04-04_logo.svg --- EX-99.2 3 pressreleaseq32023.htm EX-99.2 For Immediate Release Hagerty Reports Third Quarter 2023 Results Increases 2023 Outlook Third quarter 2023 Total Revenue increased 27% to $275.6 million compared to the prior year period and year-to-date 2023 Total Revenue increased 28% to $755.2 million compared to the prior year period  Third quarter 2023 Written Premium increased","filed_date":"2023-11-08","accession":"0001840776-23-000166","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000166.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":100,"match_count":16,"context":"| As of December 2, 2022, State Farm became a related party as a result of its director designation rights and stock ownership of the Company acquired in connection with the Business Combination. We entered into a strategic agreement with State Farm on December 28, 2020, to establish an alliance insurance program where State Farms customers, through the State Farm agents, would have access to Hagerty features and services. Under","filed_date":"2023-04-26","accession":"0001840776-23-000103","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000103.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":38,"context":"e trainings and these tools may not always be successful at preventing fraud. Instances of fraud may result in increased costs, including possible settlement and litigation expenses, and could have a material adverse effect on our business and reputation. In addition, failure to monitor and detect fraud and otherwise comply with state Special Investigation Unit requirements can result in regulatory fines or penalties. 1","filed_date":"2023-03-14","accession":"0001840776-23-000021","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000021.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":100,"match_count":13,"context":"r's company will be paid $175,000 for his services. Broad Arrow Group Joint Venture In January 2022, we entered into a joint venture with Broad Arrow Group, Inc. (\"Broad Arrow\"), pursuant to which we invested $15.25 million in exchange for ownership of approximately 40% of Broad Arrow. Our President of Marketplace, Ken Ahn, is the chief executive officer of Broad Arrow. The joint venture enhanced our portfolio of automo","filed_date":"2022-04-27","accession":"0001840776-22-000065","full_text":"https://origin.rootz.global/static/filing/0001840776-22-000065.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":34,"context":"l taxes to pay for costs incurred by governmental expenditures associated with COVID-19. One or more of these factors resulting from the COVID-19 pandemic, and others we cannot anticipate, could have material adverse effects on our financial condition and results of operations; and the extent of these effects will depend, at least in part, on the scope, severity, duration, and subsequent recurrences of the pandemic. In","filed_date":"2022-03-24","accession":"0001840776-22-000024","full_text":"https://origin.rootz.global/static/filing/0001840776-22-000024.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"ai_adoption","strength":100,"match_count":14,"context":"e insurance carrier partners. In exchange for commissions paid by the insurance carrier partners, Hagerty generally handles all sales, marketing, pricing, underwriting, policy administration and fulfillment, billing and claim services. In addition, Hagerty also manages all aspects of our omni-channel distribution, both direct and brokerage, including independent agencies, national sales accounts, lar","filed_date":"2021-12-21","accession":"0001104659-21-152237","full_text":"https://origin.rootz.global/static/filing/0001104659-21-152237.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"platform_shift","strength":100,"match_count":9,"context":"customers, which could also reduce our profitability. While a key part of our business strategy is to retain and add customers in our existing markets, we may also seek to expand our operations into new markets and new products. In doing so, we may incur losses or otherwise not be successful in entering new markets or introducing new products. Our expansion into new markets and new products may place us in","filed_date":"2021-12-21","accession":"0001104659-21-152237","full_text":"https://origin.rootz.global/static/filing/0001104659-21-152237.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":39,"context":"TOC) Risk Factors Summary An investment in our Class A Common Stock involves substantial risk. The occurrence of one or more of the events described in the section entitled *Risk Factors*, may have a material adverse effect on our business, cash flows, financial condition and results of operations. Principal factors and risks that could cause actual results to differ materially from those in the forward-looking statemen","filed_date":"2021-12-21","accession":"0001104659-21-152237","full_text":"https://origin.rootz.global/static/filing/0001104659-21-152237.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":100,"match_count":9,"context":"re worthless. **Subsequent to our completion of our initial business combination, we may be required to take write-downs or write-offs, restructuring and impairment or other charges that could have a significant negative effect on our financial condition, results of operations and the price of our securities, which could cause you to lose some or all of your investment.** Even if we conduct extensive due diligence on a targ","filed_date":"2021-03-25","accession":"0001104659-21-041595","full_text":"https://origin.rootz.global/static/filing/0001104659-21-041595.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":100,"match_count":15,"context":"d served on the board of directors of Denver, CO-based TIG Bancorp from December 2017 until October 2019. In 2013, as part of the recapitalization of Anchor Bank, Madison, Wisconsin; Mr. Friedman was elected to the board of directors where he served on the Board of the bank holding company and compensation committee until 2015. Mr. Friedman served on the board of directors of Guaranty Savings Bank in Metairie, Louisiana from 200","filed_date":"2021-03-25","accession":"0001104659-21-041595","full_text":"https://origin.rootz.global/static/filing/0001104659-21-041595.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":100,"match_count":19,"context":"Section 6(g)(i) below. (i)If Executives Employment is terminated due to death or retirement (as defined in and determined under the Annual Incentive Plan), and provided such termination results in a separation from service within the meaning of Section 409A of the Internal Revenue Code, Executive will be entitled to (A)a payment for the most recent year ending before the date of termination of the Employment, i","filed_date":"2026-07-17","accession":"0001628280-26-048668","full_text":"https://origin.rootz.global/static/filing/0001628280-26-048668.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":96,"match_count":12,"context":"go.svg --- EX-99.2 3 pressreleaseq22024.htm EX-99.2 For Immediate Release Hagerty Reports Second Quarter 2024 Results Increases 2024 Outlook for Revenue and Profit Growth Second quarter 2024 Total Revenue increased 20% year-over-year to $313.2 million, and year-to-date 2024 Total Revenue increased 22% year-over-year to $584.9 million Second quarter 2024 Written Premium increased 16% year-over-year to $321.2 million","filed_date":"2024-08-06","accession":"0001840776-24-000173","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000173.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":93,"match_count":11,"context":"of December 2, 2021, State Farm became a related party as a result of its director designation rights and stock ownership acquired in connection with the Business Combination. State Farm and Hagerty entered into a strategic agreement on December 28, 2020, to establish an alliance insurance program where State Farms customers, through the State Farm agents, would have access to Hagerty features and services. Under this strategic a","filed_date":"2021-12-21","accession":"0001104659-21-152237","full_text":"https://origin.rootz.global/static/filing/0001104659-21-152237.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"platform_shift","strength":89,"match_count":8,"context":"customers, which could also reduce our profitability. While a key part of our business strategy is to retain and add customers in our existing markets, we may also seek to expand our operations into new markets and new products. In doing so, we may incur losses or otherwise not be successful in entering new markets or introducing new products. Our expansion into new markets and new products may place us in","filed_date":"2022-03-24","accession":"0001840776-22-000024","full_text":"https://origin.rootz.global/static/filing/0001840776-22-000024.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":85,"match_count":10,"context":"04_logo.svg --- EX-99.2 3 pressreleaseq42023.htm EX-99.2 For Immediate Release Hagerty Reports 2023 Results Expects Strong Growth and Margin Expansion to Continue in 2024 Fourth quarter 2023 Total Revenue increased 24% to $245.0 million, and full year 2023 Total Revenue increased 27% to $1.0 billion compared to the prior year periods. Fourth quarter 2023 Written Premium increased 19% to $192.9 million, and full yea","filed_date":"2024-03-12","accession":"0001840776-24-000019","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000019.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":80,"match_count":10,"context":"f45653d8b52 **Words:** 9,442 --- EX-99.2 3 pressreleaseq42025.htm EX-99.2 For Immediate Release Hagerty Reports Full Year 2025 Results Provides 2026 Growth Outlook Full year 2025 Highlights Total Revenue increased 17% to $1,456 million Written Premium increased 14% to $1,194 million Added a record 371,000 new members in 2025 Marketplace revenue increased 119% to $119 million Income before taxes increased 49% to $1","filed_date":"2026-02-26","accession":"0001840776-26-000010","full_text":"https://origin.rootz.global/static/filing/0001840776-26-000010.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":80,"match_count":10,"context":"J0eS5jb20/images/2025-04-04_logo.svg --- EX-99.2 3 pressreleaseq22023.htm EX-99.2 For Immediate Release Hagerty Reports Second Quarter 2023 Results Increases 2023 Outlook Second quarter 2023 Total Revenue increased 27% to $261.2 million compared to the prior year period and year-to-date 2023 Total Revenue increased 28% to $479.6 million compared to the prior year period Second quarter 2023 Written Premium increased","filed_date":"2023-08-08","accession":"0001840776-23-000143","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000143.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"platform_shift","strength":79,"match_count":8,"context":"tial Members, which could also reduce our profitability. While a key part of our business strategy is to retain and add Members in our existing markets, we may also seek to expand our operations into new markets and new products. In doing so, we may incur losses or otherwise not be successful in entering new markets or introducing new products. Our expansion into new markets and new products may place us in","filed_date":"2024-03-12","accession":"0001840776-24-000022","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000022.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":71,"match_count":7,"context":"eriod, management does not believe that the outcome of any of these pending claims or proceedings (including the data security incident discussed below), individually or in the aggregate, will have a material adverse effect on the Company's consolidated financial condition or liquidity.Data Security Incident In 2021, the Company experienced an unauthorized access into its online insurance quote feature whereby attackers","filed_date":"2024-11-07","accession":"0001840776-24-000252","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000252.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"platform_shift","strength":71,"match_count":7,"context":"tial Members, which could also reduce our profitability. While a key part of our business strategy is to retain and add Members in our existing markets, we may also seek to expand our operations into new markets and new products. In doing so, we may incur losses or otherwise not be successful in entering new markets or introducing new products. Our expansion into new markets and new products may place us in","filed_date":"2023-03-14","accession":"0001840776-23-000021","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000021.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":66,"match_count":7,"context":"eriod, management does not believe that the outcome of any of these pending claims or proceedings (including the data security incident discussed below), individually or in the aggregate, will have a material adverse effect on the Company's consolidated financial condition or liquidity.Data Security Incident In 2021, the Company experienced an unauthorized access into its online insurance quote feature whereby attackers","filed_date":"2024-08-06","accession":"0001840776-24-000175","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000175.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":64,"match_count":8,"context":"logo.svg --- EX-99.2 3 pressreleaseq12025.htm EX-99.2 For Immediate Release Hagerty Reports First Quarter 2025 Results Reaffirms 2025 Outlook for Revenue and Profit Growth First quarter 2025 Total Revenue increased 18% year-over-year to $319.6 million First quarter 2025 Written Premium increased 12% year-over-year to $244.3 million First quarter 2025 Marketplace revenue increased 176% year-over-year to $29.0 millio","filed_date":"2025-05-07","accession":"0001840776-25-000141","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000141.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":64,"match_count":8,"context":"and financial reporting processes, systems of internal control and financial statement audits, and to oversee our independent registered public accounting firm and risk management programs, including cybersecurity. Specific responsibilities of our Audit Committee include helping the Board oversee our corporate accounting and financial reporting processes reviewing statutory financial statements of the","filed_date":"2025-04-24","accession":"0001840776-25-000126","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000126.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"ai_adoption","strength":64,"match_count":8,"context":"lysis: Machine learning algorithms are designed to analyze data on collector car sales and values to identify trends and initiate automated marketing, sales and servicing workflows. Customer Service: AI-powered tools provide instant and accurate responses to Member inquiries, freeing up our member service agents to handle more complex issues and improve the Member experience. Claims Processing: Streamlining the","filed_date":"2023-03-14","accession":"0001840776-23-000021","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000021.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":64,"match_count":8,"context":"4_logo.svg --- EX-99.2 3 pressreleaseq42022.htm EX-99.2 For Immediate Release Hagerty Reports Full Year 2022 Results Provides 2023 Outlook for 22-26% Total Revenue Growth Fourth quarter 2022 Total Revenue increased 28% year-over-year to $197.0 million, and full year 2022 Total Revenue increased 27% year-over-year to $787.6 million Fourth quarter 2022 Written Premium increased 15% year-over-year to $162.0 million, a","filed_date":"2023-03-14","accession":"0001840776-23-000016","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"ai_adoption","strength":64,"match_count":8,"context":"of the insurance carrier partners. In exchange for commissions paid by the insurance carrier partners, we generally handle all sales, marketing, pricing, underwriting, policy administration and fulfillment, billing and claim services. In addition, we also manage all aspects of our omnichannel distribution, both direct and brokerage, including independent agencies, national sales accounts, large agen","filed_date":"2022-03-24","accession":"0001840776-22-000024","full_text":"https://origin.rootz.global/static/filing/0001840776-22-000024.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":63,"match_count":6,"context":"eriod, management does not believe that the outcome of any of these pending claims or proceedings (including the data security incident discussed below), individually or in the aggregate, will have a material adverse effect on the Company's consolidated financial condition or liquidity.Data Security Incident In 2021, the Company experienced an unauthorized access into its online insurance quote feature whereby attackers","filed_date":"2025-11-04","accession":"0001840776-25-000233","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000233.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":63,"match_count":6,"context":"eriod, management does not believe that the outcome of any of these pending claims or proceedings (including the data security incident discussed below), individually or in the aggregate, will have a material adverse effect on the Company's consolidated financial condition or liquidity.Data Security Incident In 2021, the Company experienced an unauthorized access into its online insurance quote feature whereby attackers","filed_date":"2025-08-04","accession":"0001840776-25-000222","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000222.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":63,"match_count":6,"context":"eriod, management does not believe that the outcome of any of these pending claims or proceedings (including the data security incident discussed below), individually or in the aggregate, will have a material adverse effect on the Company's consolidated financial condition or liquidity.Data Security Incident In 2021, the Company experienced an unauthorized access into its online insurance quote feature whereby attackers","filed_date":"2025-05-07","accession":"0001840776-25-000143","full_text":"https://origin.rootz.global/static/filing/0001840776-25-000143.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":58,"match_count":6,"context":"eriod, management does not believe that the outcome of any of these pending claims or proceedings (including the data security incident discussed below), individually or in the aggregate, will have a material adverse effect on the Company's consolidated financial condition, results of operations or liquidity.Data Security Incident In 2021, the Company experienced an unauthorized access into its online insurance quote fe","filed_date":"2024-05-07","accession":"0001840776-24-000100","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000100.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":56,"match_count":7,"context":"ONTENTS](#i92e8030dae01421fb4c8f377155d0162_10) 6 Acquisitions and Investments Broad Arrow Acquisition In January 2022, the Company entered into a joint venture with Broad Arrow, pursuant to which it invested $15.3million in cash in exchange for equity ownership of approximately 40% of Broad Arrow. Following its entry into the joint venture, the Company used the equity method of accounting for its investment in Broad","filed_date":"2023-11-08","accession":"0001840776-23-000168","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000168.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"strategic_event","strength":56,"match_count":7,"context":"ensure a smooth and productive transition. Accordingly, the parties have created this Agreement to provide benefits to both parties and work amicably through the transition.  2.Separation. Executives separation from employment is effective on Executives last day of employment with Hagerty, which will be no later than January 1, 2024 (Retention Date). To provide an orderly transition, Executive has agreed to tran","filed_date":"2023-08-02","accession":"0001840776-23-000136","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000136.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"risk_factor","strength":55,"match_count":5,"context":"results in any period, management does not believe that the outcome of any of these pending claims or proceedings (including the matter discussed below), individually or in the aggregate, will have a material adverse effect on the Company's consolidated financial condition. Data Security Incident In 2021, the Company experienced an unauthorized access into its online insurance quote feature. The unauthorized access issu","filed_date":"2023-11-08","accession":"0001840776-23-000168","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000168.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":48,"match_count":6,"context":"--- EX-99.2 3 pressreleaseq12024.htm EX-99.2 For Immediate Release Hagerty Reports First Quarter 2024 Results Reaffirms 2024 Outlook for Strong Growth and Margin Expansion First quarter 2024 Total Revenue increased 24% year-over-year to $271.7 million  First quarter 2024 Written Premium increased 19% year-over-year to $218.3 million First quarter 2024 Operating Income margin expanded by 1,210 bps compared to the pr","filed_date":"2024-05-07","accession":"0001840776-24-000098","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000098.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"ai_adoption","strength":48,"match_count":6,"context":"lysis: Machine learning algorithms are designed to analyze data on collector car sales and values to identify trends and initiate automated marketing, sales and servicing workflows. Customer Service: AI-powered tools provide instant and accurate responses to Member inquiries, freeing up our member service agents to handle more complex issues and improve the Member experience. Claims Processing: Streamlining the","filed_date":"2024-03-12","accession":"0001840776-24-000022","full_text":"https://origin.rootz.global/static/filing/0001840776-24-000022.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"ai_adoption","strength":48,"match_count":6,"context":"gital Acquisition In April 2022, Hagerty acquired Speed Digital LLC (\"Speed Digital\") for a purchase price of $15.0million. The Company paid $7.5 million at closing with an additional two annual installments of $3.75 million to be paid in 2023 and 2024. The first annual installment was paid during the three months ended March31, 2023 and the second annual installment will be paid in the first quarter","filed_date":"2023-05-09","accession":"0001840776-23-000115","full_text":"https://origin.rootz.global/static/filing/0001840776-23-000115.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"ai_adoption","strength":48,"match_count":6,"context":"ital Acquisition In April 2022, Hagerty acquired Speed Digital LLC (\"Speed Digital\") for a purchase price of $15.0 million. The Company paid $7.5 million at closing with an additional two annual installments of $3.75 million each to be paid in 2023 and 2024. Speed Digital was previously wholly owned indirectly by Robert Kauffman, a director on the Company's Board, who will receive 100% of the proceed","filed_date":"2022-11-10","accession":"0001840776-22-000147","full_text":"https://origin.rootz.global/static/filing/0001840776-22-000147.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"ai_adoption","strength":48,"match_count":6,"context":"22, Hagerty acquired Speed Digital LLC (\"Speed Digital\") for a purchase price of $15.0 million. The Company paid $7.5 million at closing with an additional $3.75 million to be paid in two annual installments occurring in 2023 and 2024. Speed Digital was previously wholly owned indirectly by Robert Kauffman, a director on Hagerty's Board, who will receive 100% of the proceeds of the purchase price. Sp","filed_date":"2022-08-10","accession":"0001840776-22-000113","full_text":"https://origin.rootz.global/static/filing/0001840776-22-000113.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"HGTY","company":"Hagerty, Inc.","exchange":"NYSE","sector":"Insurance Agents, Brokers & Service","signal_type":"growth_inflection","strength":48,"match_count":6,"context":"746) | | | (1,044) | | 27.9 | % | | | | | | | | | | | | | | | | | | NET INCOME | | $ | 5,105 | | $ | 21,651 | | $ | (16,546) | | (76.4) | % | | Revenue *Commission and fee revenue* Commission and fee revenue increased $28.0 million, or 15.1%, to $214.0 million for the ninemonths ended September30, 2021, from $186.0 million for the ninemonths ended September30, 2020. The increase was comprised of an increase of $5.5 million in r","filed_date":"2021-12-21","accession":"0001104659-21-152237","full_text":"https://origin.rootz.global/static/filing/0001104659-21-152237.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."}],"origin":{"leaf":"9c9a76fbc896c5c969a976fb264d4f0d42f7a5e9cd1168403035f6f76cc4885d","formula":"v2: sha256( sha256(content) || parent || source_accession )","content_sha256":"5b80a258427612972c233825a6279d8e94d9188d72d34db8dfaccbb088a84d39","parent":null,"source":"signal_search","chain":"sec.gov/EDGAR (retrieved over TLS, accession recorded) > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Recompute it: sha256(sha256(<this response body minus the origin block>) || parent || source_accession). Deterministic — the same record yields the same leaf every time. 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