• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by Hagerty Inc. (Amendment)

    1/31/23 4:03:23 PM ET
    $HGTY
    Specialty Insurers
    Finance
    Get the next $HGTY alert in real time by email
    SC 13G/A 1 statefarm_hgty.txt Schedule 13G Page 1 of 6 Pages UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Under the Securities Exchange Act of 1934 (Amendment No. 2 ) HAGERTY INC (Name of Issuer) Common Stock (Title of Class of Securities) 405166109 (CUSIP NUMBER) December 31, 2022 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed: [x] Rule 13d - 1(b) Rule 13d - 1(c) Rule 13d - 1(d) Schedule 13G Page 2 of 6 Pages CUSIP No. 405166109 1. Name of Reporting Person and I.R.S. Identification No. State Farm Mutual Automobile Insurance Company 37-0533100 2. Check the Appropriate Box if a Member of a Group (a) _____ (b) __X__ 3. SEC Use Only 4. Citizenship or Place of Organization Illinois Number of Shares Beneficially Owned by Each Reporting Person With 5. Sole Voting Power 50,000,000 6. Shared Voting Power 0 7. Sole Dispositive Power 50,000,000 8. Shared Dispositive Power 0 9. Aggregate Amount Beneficially Owned by Each Reporting Person 50,000,000 10. Check Box if the Aggregate Amount in Row (9) Excludes Certain Shares NOT APPLICABLE 11. Percent of Class Represented by Amount in Row 9 60.09 % 12. Type of Reporting Person IC Schedule 13G Page 3 of 6 Pages Item 1(a) Name of Issuer: HAGERTY INC Item 1(b) Address of Issuer's Principal Executive Offices: 121 DRIVERS EDGE TRAVERSE CITY, MI 49864-4203 Item 2(a) Name of Person(s) Filing: State Farm Mutual Automobile Insurance Item 2(b) Address of Principal Business Office: One State Farm Plaza Bloomington, IL 61710 Item 2(c) Citizenship or Place of Organization: Illinois Item 2(d) Title of Class of Securities: COMMON STOCK Item 2(e) Cusip Number:405166109 Item 3: This schedule is being filed in accordance with 240.13d-1(b). See Exhibit A attached. Item 4(a). Amount Beneficially Owned: 50,000,000 shares Item 4(b). Percent of Class: 60.09 % pursuant to Rule 13d-3(d)(1). Item 4(c). Number of shares as to which the person has: (i) Sole Power to vote or to direct the vote: 50,000,000 (ii) Shared power to vote or to direct the vote: 0 (iii) Sole Power to dispose or to direct disposition of: 50,000,000 (iv) Shared Power to dispose or to direct disposition of: 0 Item 5: Ownership of Five Percent or Less of a Class NOT APPLICABLE Item 6: Ownership of More than Five Percent on Behalf of Another Person NOT APPLICABLE Item 7: Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company. NOT APPLICABLE Item 8: Identification and Classification of Members of the Group See Exhibit A attached. Item 9: Notice of Dissolution of Group NOT APPLICABLE Schedule 13G Page 4 of 6 Pages Item 10: Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. Signature. After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: January 30, 2023 STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM LIFE INSURANCE COMPANY STATE FARM LIFE AND ACCIDENT ASSURANCE COMPANY STATE FARM FIRE AND CASUALTY COMPANY STATE FARM INVESTMENT MANAGEMENT CORP. STATE FARM INSURANCE COMPANIES EMPLOYEE RETIREMENT TRUST /s/ Joseph P. Young /s/ Joseph P. Young _____________________________ _______________________________ Joseph P. Young, Fiduciary of Joseph P. Young, Vice President each of the above of each of the above Schedule 13G Page 5 of 6 Pages EXHIBIT A This Exhibit lists the entities affiliated with State Farm Mutual Automobile Insurance Company ("Auto Company") which might be deemed to constitute a "group" with regard to the ownership of shares reported herein. Auto Company, an Illinois-domiciled insurance company, is the parent company of multiple wholly owned insurance company subsidiaries, including State Farm Life Insurance Company, and State Farm Fire and Casualty Company. Auto Company is also the parent company of State Farm Investment Management Corp. ("SFIMC"), which is a registered investment advisor under the Investment Advisors Act of 1940. SFIMC serves as investment advisor to Advisers Investment Trust, a Delaware Statutory Trust that is a registered investment company under the Investment Company Act of 1940. Auto Company also sponsors a qualified retirement plan for the benefit of its employees, which plan is named the State Farm Insurance Companies Employee Retirement Trust. As part of its corporate structure, Auto Company has established an Investment Department. Except for assets managed by SFIMC, the Investment Department is directly or indirectly responsible for managing or overseeing the management of the investment and reinvestment of assets owned by each person that has joined in filing this Schedule 13G. Moreover, except for assets managed by SFIMC, the Investment Department is responsible for voting proxies or overseeing the voting of proxies related to issuers the shares of which are held by one or more entities that have joined in the filing of this report. Another division of Auto Company is responsible for managing or overseeing the management of assets for which SFIMC is responsible. Another division of Auto Company also is responsible for voting proxies or overseeing the voting of proxies related to issuers the shares of which SFIMC has investment discretion. Each insurance company included in this report has established an Investment Committee that oversees the activities of the Investment Department in managing the firm's assets. The Trustees of the Qualified Plans perform a similar role in overseeing the investment of each plan's assets. Pursuant to Rule 13d-4 each person listed in the table below expressly disclaims "beneficial ownership" as to all shares as to which such person has no right to receive the proceeds of sale of the security and disclaims that it is part of a "group". Schedule 13G Page 6 of 6 Pages Number of Shares based Classification on Proceeds Name Under Item 3 of Sale ____ ______________ ____________ State Farm Mutual Automobile Insurance Company IC 50,000,000 shares State Farm Life Insurance Company IC 0 shares State Farm Life and Accident Assurance Company IC 0 shares State Farm Fire and Casualty Company IC 0 shares State Farm Investment Management Corp. IA 0 shares State Farm Insurance Companies Employee Retirement Trust EP 0 shares ------------------ 50,000,000 shares
    Get the next $HGTY alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $HGTY

    DatePrice TargetRatingAnalyst
    12/26/2024Mkt Perform → Underperform
    Raymond James
    1/11/2024$9.00Neutral
    JP Morgan
    6/16/2023$11.00Hold
    Truist
    10/20/2022Mkt Perform
    Raymond James
    More analyst ratings

    $HGTY
    SEC Filings

    See more
    • SEC Form 144 filed by Hagerty Inc.

      144 - Hagerty, Inc. (0001840776) (Subject)

      5/9/25 4:32:59 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • SEC Form 144 filed by Hagerty Inc.

      144 - Hagerty, Inc. (0001840776) (Subject)

      5/8/25 4:27:38 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • SEC Form 144 filed by Hagerty Inc.

      144 - Hagerty, Inc. (0001840776) (Subject)

      5/7/25 4:14:43 PM ET
      $HGTY
      Specialty Insurers
      Finance

    $HGTY
    Financials

    Live finance-specific insights

    See more
    • 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 millionFirst quarter 2025 Written Premium increased 12% year-over-year to $244.3 millionFirst quarter 2025 Marketplace revenue increased 176% year-over-year to $29.0 millionFirst quarter 2025 Operating Income increased 110% year-over-year to $25.7 millionFirst quarter 2025 Operating Income margin increased by 360 bps compared to the prior year periodFirst quarter 2025 Net Income increased 233% year-over-year to $27.3 millionFirst quarter 2025 Adjusted EBITDA increased 45% year-over-year to $39.6 millionReaffirmed 2025 Outlook for 12-13% Total Revenue growth, 30-40% Net Income growth and 21-29% Adjusted EBITDA growthTRAVE

      5/7/25 7:00:00 AM ET
      $HGTY
      Specialty Insurers
      Finance
    • Hagerty to Report First Quarter 2025 Results and Host Conference Call on Wednesday, May 7, 2025

      TRAVERSE CITY, Mich., April 23, 2025 /PRNewswire/ -- Hagerty, Inc. (NYSE:HGTY), an automotive enthusiast brand and a leading specialty vehicle insurance provider, today announced it will report its first quarter 2025 financial results before the market opens on Wednesday, May 7, 2025. Hagerty will hold a conference call to discuss the financial results at 10:00 am Eastern Time on that day. A live webcast of the conference call will be available on Hagerty's investor relations website at investor.hagerty.com. The dial-in for the conference call is (877) 423-9813 (toll-free) or

      4/23/25 4:15:00 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • 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 billionFull year 2024 Written Premium increased 15% year-over-year to $1.044 billionAdded a record 279,000 new members in 2024Full year 2024 Marketplace revenue increased 90% year-over-year to $54.3 millionFull year 2024 Operating Income increased 538% year-over-year to $66.4 millionFull year 2024 Net Income increased 178% year-over-year to $78.3 millionFull year 2024 Adjusted EBITDA increased 41% year-over-year to $124.5 million2025 outlook for Total Revenue growth of 12-13% on Written Premium gains of 13-14%Margin expansion due to continued efficiency gains should result in Net Income growth of 30-40% and Adjusted EBITDA g

      3/4/25 7:00:00 AM ET
      $HGTY
      Specialty Insurers
      Finance

    $HGTY
    Leadership Updates

    Live Leadership Updates

    See more

    $HGTY
    Press Releases

    Fastest customizable press release news feed in the world

    See more

    $HGTY
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more

    $HGTY
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • The Amelia Winners: 1938 Alfa Romeo 8C 2900 and 1967 Lotus 49 Earn Best of Show Accolades as Enthusiasts Celebrate Speed and Elegance

      The Amelia's 30th Annual Celebration Saw a Weekend of Fine Dining, Driving Experiences, Live Auctions, and the Amelia Concours D'Elegance—Showcasing Hundreds of Exquisite Vehicles from Around the World AMELIA ISLAND, Fla., March 12, 2025 /PRNewswire/ -- Among a distinguished field of more than 240 historically significant automobiles, spanning 35 classes, a 1938 Alfa Romeo 8C 2900 claimed the prestigious title of Best of Show, Concours d'Elegance, while a 1967 Lotus 49 was honored as Best of Show, Concours de Sport at the 30th Amelia Concours d'Elegance. Event press releases, concours results, photos and the event program can be found here.

      3/12/25 2:59:00 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • BROAD ARROW WELCOMES RENOWNED CAR SPECIALISTS TO EUROPEAN TEAM

      London, United Kingdom, Jan. 30, 2025 (GLOBE NEWSWIRE) -- Broad Arrow, a Hagerty (NYSE:HGTY) company, is delighted to announce the expansion of its European and UK-based teams with the addition of renowned car specialists along with seasoned industry veterans focused on operations, client development, and marketing. Growing the company's specialist footprint throughout Continental Europe are Philip Kantor (based in Belgium), Gregory Tuytens (Belgium), Paul Gaucher (France), Daniele Turrisi (Italy), and Jean-Louis Baldanza (France), each well-regarded and highly experienced in the collector car industry. Furthermore, Valérie Simonet (France), Ryan Cigana (UK), and Simon Drake (UK) will join

      1/30/25 9:01:00 AM ET
      $HGTY
      Specialty Insurers
      Finance
    • Hagerty Appoints Jeff Briglia as President of Insurance

      TRAVERSE CITY, Mich., May 31, 2024 /PRNewswire/ -- Hagerty (NYSE:HGTY) announced today that Jeff Briglia has been named Hagerty's new President of Insurance, effective July 1, 2024, to lead all aspects of the company's insurance operations. "I am pleased to welcome Jeff to the Hagerty team as we continue to position the company for sustained profit growth," said McKeel Hagerty, Chief Executive Officer and Chairman of Hagerty. "Jeff has a proven track record of strategic change management across a variety of business areas, including product, claims, distribution, marketing, sa

      5/31/24 9:00:00 AM ET
      $HGTY
      Specialty Insurers
      Finance
    • 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 millionFirst quarter 2025 Written Premium increased 12% year-over-year to $244.3 millionFirst quarter 2025 Marketplace revenue increased 176% year-over-year to $29.0 millionFirst quarter 2025 Operating Income increased 110% year-over-year to $25.7 millionFirst quarter 2025 Operating Income margin increased by 360 bps compared to the prior year periodFirst quarter 2025 Net Income increased 233% year-over-year to $27.3 millionFirst quarter 2025 Adjusted EBITDA increased 45% year-over-year to $39.6 millionReaffirmed 2025 Outlook for 12-13% Total Revenue growth, 30-40% Net Income growth and 21-29% Adjusted EBITDA growthTRAVE

      5/7/25 7:00:00 AM ET
      $HGTY
      Specialty Insurers
      Finance
    • BROAD ARROW PRESENTS SOME OF THE FINEST PRE- AND POST-WAR COLLECTOR CARS AT INAUGURAL CONCORSO D'ELEGANZA VILLA D'ESTE AUCTION

      LONDON, England, May 06, 2025 (GLOBE NEWSWIRE) -- Broad Arrow's featured auction offerings include incredibly evocative 1938 Talbot-Lago T150 C Lago Spéciale Teardrop Coupé by Figoni and Falaschi, alongside the sole-surviving 1949 Talbot-Lago T26 Grand Sport Coupe by Dubos FrèresAuction also presents first-ever public sale of the most original early Ferrari available, the 1948 Ferrari 166 Spyder Corsa by AnsaloniAdditional classic racing highlights include the prestigious 1936 Maserati 6CM Factory Works, eligible for the Monaco Historic Grand PrixFurther highlights include a Pebble Beach class-winning 1939 Lagonda V12 Rapide James Young Drophead Coupé, a Classiche Certified 1965 Ferrari

      5/6/25 12:55:00 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • BROAD ARROW ADDS FERRARI F40 "COMPETIZIONE" AND PAGANI HUAYRA R TO ITS BEST-OF-CATEGORY CONCORSO D'ELEGANZA VILLA D'ESTE AUCTION LINEUP

      LONDON, England, April 30, 2025 (GLOBE NEWSWIRE) -- Broad Arrow is proud to present an unrivalled collection of some of the world's rarest and most collectible automobiles for auction in ItalyIconic supercar models include a 1989 Ferrari F40 Competizione, a 2022 Pagani Huayra R and a Guards Red 2006 Porsche Carrera GTBMW models from across the marque's history, including the beautiful 507 Roadster and a selection of revered M models, lead the Saturday evening BMW-only saleMercedes is represented by an iconic 300 SL ‘Gullwing', 300 SL Roadster and a CLK DTM AMG CabrioletBroad Arrow Concorso d'Eleganza Villa d'Este Auction takes place 24-25 May at Villa Erba in partnership with BMW AGThe

      4/30/25 4:05:00 AM ET
      $HGTY
      Specialty Insurers
      Finance
    • Director Kuczinski Anthony J bought $19,190 worth of shares (2,000 units at $9.59), increasing direct ownership by 24% to 10,449 units (SEC Form 4)

      4 - Hagerty, Inc. (0001840776) (Issuer)

      3/12/25 4:43:19 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • Director Kauffman Robert I sold $413,094 worth of shares (42,658 units at $9.68) (SEC Form 4)

      4 - Hagerty, Inc. (0001840776) (Issuer)

      5/9/25 4:37:43 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • Director Kauffman Robert I sold $35,279 worth of shares (3,908 units at $9.03) (SEC Form 4)

      4 - Hagerty, Inc. (0001840776) (Issuer)

      5/6/25 4:59:48 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • Director Kauffman Robert I sold $84,793 worth of shares (9,328 units at $9.09) (SEC Form 4)

      4 - Hagerty, Inc. (0001840776) (Issuer)

      4/28/25 4:17:14 PM ET
      $HGTY
      Specialty Insurers
      Finance

    $HGTY
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Hagerty downgraded by Raymond James

      Raymond James downgraded Hagerty from Mkt Perform to Underperform

      12/26/24 7:12:04 AM ET
      $HGTY
      Specialty Insurers
      Finance
    • JP Morgan initiated coverage on Hagerty with a new price target

      JP Morgan initiated coverage of Hagerty with a rating of Neutral and set a new price target of $9.00

      1/11/24 6:53:21 AM ET
      $HGTY
      Specialty Insurers
      Finance
    • Truist initiated coverage on Hagerty with a new price target

      Truist initiated coverage of Hagerty with a rating of Hold and set a new price target of $11.00

      6/16/23 7:39:16 AM ET
      $HGTY
      Specialty Insurers
      Finance

    $HGTY
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G filed by Hagerty Inc.

      SC 13G - Hagerty, Inc. (0001840776) (Subject)

      11/13/24 5:56:37 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • Amendment: SEC Form SC 13D/A filed by Hagerty Inc.

      SC 13D/A - Hagerty, Inc. (0001840776) (Subject)

      7/10/24 4:06:27 PM ET
      $HGTY
      Specialty Insurers
      Finance
    • Amendment: SEC Form SC 13D/A filed by Hagerty Inc.

      SC 13D/A - Hagerty, Inc. (0001840776) (Subject)

      7/8/24 4:30:30 PM ET
      $HGTY
      Specialty Insurers
      Finance