HGTY SCHEDULE 13D/A: SEC filing

Hagerty Holding Corp.

Filed with the SEC on Nov 12, 2026 · accession 0001104659-26-126363

HGTY filed a SCHEDULE 13D/A (schedule 13d/a) with the SEC on Nov 12, 2026. Hagerty Holding Corp. filed an amended Schedule 13D reporting an exchange of 11,500,000 Class V shares and OpCo Units for Class A common stock, reducing its holdings to 144,414,656 Class V shares/OpCo Units (51.4% of Class A on an as-converted basis) while retaining approximately 65.3% of the… The stock moved -1.5% by the first close after the filing.

Summary of the filing

Hagerty Holding Corp. filed an amended Schedule 13D reporting an exchange of 11,500,000 Class V shares and OpCo Units for Class A common stock, reducing its holdings to 144,414,656 Class V shares/OpCo Units (51.4% of Class A on an as-converted basis) while retaining approximately 65.3% of the issuer's voting power.

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Key details

Class V Common Stock and OpCo Units surrendered by Hagerty Holding Corp. in exchange for Class A Common Stock$11.5M

Class V Common Stock and OpCo Units surrendered by Markel Group, Inc. in exchange for Class A Common Stock$4.7M

Total Class A Common Stock issued in the Exchange Transactions$16.2M

Class V Common Stock and OpCo Units held by reporting person after the exchange$144.4M

Class A Common Stock outstanding as of September 30, 2026$120.6M

Reporting person / filer; holder of class v common stock and opco unitsHagerty Holding Corp.

Issuer of class a and class v common stockHagerty, Inc.

Opco; issuer of opco units held by reporting personThe Hagerty Group, LLC

Surrendered 4,693,570 class v shares and opco units in the exchange transactionsMarkel Group, Inc.

Chief executive officer of hagerty, inc. and stockholder of hagerty holding corp.McKeel Hagerty

Sister of mckeel hagerty and stockholder of hagerty holding corp.Tammy Hagerty

Voting trustee for the kim hagerty revocable trustMia Hagerty

How HGTY stock reacted

Close before

$16.04

Nov 11, 2026

First close after

-1.50%

$15.80

5 trading days

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Since filing

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Frequently asked questions

What did HGTY file with the SEC on Nov 12, 2026?

HGTY filed a SCHEDULE 13D/A (SEC filing). Hagerty Holding Corp. filed an amended Schedule 13D reporting an exchange of 11,500,000 Class V shares and OpCo Units for Class A common stock, reducing its holdings to 144,414,656 Class V shares/OpCo Units (51.4% of Class A on an as-converted basis) while retaining approximately 65.3% of the issuer's voting power.

How do I read a SCHEDULE 13D/A?

A report the company filed with the SEC (the US market regulator). Start with the summary, then the key amounts and names. Compare it with the company’s earlier filings.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A SCHEDULE 13D/A (schedule 13d/a): A report the company filed with the SEC (the US market regulator).

How did HGTY stock react to this filing?

HGTY closed at $16.04 before the filing and $15.80 on Nov 12, 2026 (-1.50%).

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