Hagerty, Inc.
Hagerty, Inc. is classed by the SEC under Insurance Agents, Brokers & Service (industry code 6411), based in Traverse City, MI. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $678 million and a profit of $149 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6411, Insurance Agents, Brokers & Service); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.3 out of ten, 8 of 9 metrics filed and 1 estimated: past 4.3 out of ten, present 5.8 out of ten, future 5.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 3.7 out of ten. 1 warning event since 2021; the latest 2021-12-08. 37th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.4 out of ten. +23.9% a year over 6 filed years; profitable in 5 of 6. 64th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 2.2 out of ten. CrossAssetData estimate 2.2/10, confidence 35 of 100 (one part). 22nd percentile among 29 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Financial health (present): 7.0 out of ten. ROE 23%: 23¢ of profit per shareholder dollar. Leverage 68%: owes 68¢ per asset dollar. 70th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 6.3 out of ten. top 37% of 30 in its family; net margin 10.2%. 63rd percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 2.9 out of ten. bottom 29% of 21 in its family for leadership; chief executive since 2021. 29th percentile among 21 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.4 out of ten. top 46% of 29 in its family for room to expand. 54th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.2 out of ten. bottom 42% of 29 in its family for growth drivers. 42nd percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 7.3 out of ten. top 27% of 25 in its family for expectations against reality. 73rd percentile among 25 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-05 (on EDGAR). Newest filing: Form SCHEDULE 13G/A, 2026-10-06. Filings on record since 2021. Read from EDGAR 2026-10-12.
Where the revenue comes from
Lines of business in fiscal 2025: Insurance 92%, Marketplace 8%. As tagged in its annual report (Form 10-K, filed 2026-02-26).
Who runs it
Kauffman, Robert I (Chief Executive Officer); Hagerty, Mckeel (Chief Executive Officer); Briglia, Jeffrey Edward (President of Insurance); Ahn, Kenneth (President, Hagerty Marketplace); Mcclymont, Patrick (Chief Financial Officer); Chafey, Diana (Chief Legal Officer); Delaney, Kevin M (Chief Accounting Officer); Page, Russell Andrew (Chief Information Officer); Champagne, Collette (CHRO and CAO); Bjornstad, Henrik Waersted (director); and 7 more. 17 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-05.
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