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[SCHEDULE 13G/A] Hagerty, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Hagerty, Inc. received a joint Schedule 13G/A filing from Polar Capital Holdings Plc, Polar Capital LLP and Polar Capital Funds PLC - Biotechnology Fund stating they do not beneficially own any Class A common shares of the company. The filers report zero sole or shared voting power and zero sole or shared dispositive power, representing 0.00% of the class. The filing identifies each reporting person’s regulatory classification (holding company, investment adviser and other organization) and includes a joint filing statement confirming shared responsibility for future amendments and a certification that the securities were not acquired to influence control of the issuer.

Hagerty, Inc. ha ricevuto una comunicazione congiunta Schedule 13G/A da Polar Capital Holdings Plc, Polar Capital LLP e Polar Capital Funds PLC - Biotechnology Fund, nella quale dichiarano di non essere beneficiari di alcuna azione ordinaria di Classe A della società. I firmatari riportano zero poteri di voto, sia in forma esclusiva che condivisa, e zero poteri dispositivi, sia in forma esclusiva che condivisa, corrispondenti a 0.00% della categoria. La segnalazione indica la qualificazione regolamentare di ciascun soggetto segnalante (società di partecipazioni, consulente d'investimento e altra organizzazione) e include una dichiarazione congiunta che conferma la responsabilità condivisa per eventuali future modifiche e una certificazione che i titoli non sono stati acquisiti per influenzare il controllo dell'emittente.

Hagerty, Inc. recibió una presentación conjunta Schedule 13G/A de Polar Capital Holdings Plc, Polar Capital LLP y Polar Capital Funds PLC - Biotechnology Fund, en la que declaran que no poseen en calidad de beneficiarios ninguna acción ordinaria Clase A de la compañía. Los presentantes informan cero poder de voto, tanto individual como compartido, y cero poder dispositivo, tanto individual como compartido, lo que representa 0.00% de la clase. La presentación identifica la clasificación regulatoria de cada persona informante (sociedad holding, asesor de inversiones y otra organización) e incluye una declaración conjunta que confirma la responsabilidad compartida por futuras enmiendas y una certificación de que los valores no fueron adquiridos con la finalidad de influir en el control del emisor.

Hagerty, Inc.ëŠ� Polar Capital Holdings Plc, Polar Capital LLP ë°� Polar Capital Funds PLC - Biotechnology Fund로부í„� ê³µë™ ì œì¶œë� Schedule 13G/A 신고서를 접수했으ë©�, ì´ë“¤ ì‹ ê³ ì¸ì€ 회사ì� Class A 보통주를 실질ì ìœ¼ë¡� 소유하지 않ìŒì� 명시했습니다. ì‹ ê³ ìžë“¤ì€ ë‹¨ë… ë˜ëŠ” ê³µë™ì� ì˜ê²°ê¶Œì´ ì˜�(0)ì´ë©° ë‹¨ë… ë˜ëŠ” ê³µë™ì� ì²˜ë¶„ê¶Œë„ ì˜�(0)ì´ë¼ê³� 보고했으ë©�, ì´ëŠ” 해당 í´ëž˜ìŠ¤ì˜ 0.00%ì—� 해당합니ë‹�. 해당 제출서ì—ëŠ� ê°� ì‹ ê³ ì¸ì˜ 규제ìƒ� 분류(지주회ì‚�, 투ìžìžë¬¸ì‚� ë°� 기타 ì¡°ì§)ê°€ 기재ë˜ì–´ 있고, 향후 수정ì—� 대í•� ê³µë™ ì±…ìž„ì� 확ì¸í•˜ëŠ” ê³µë™ ì œì¶œ 진술서와 해당 ì¦ê¶Œì� 발행ì¸ì˜ ì§€ë°°ì— ì˜í–¥ì� 미치ê¸� 위해 ì·¨ë“ë� ê²ƒì´ ì•„ë‹˜ì� ì¦ëª…하는 ì¸ì¦ì„œê°€ í¬í•¨ë˜ì–´ 있습니다.

Hagerty, Inc. a reçu une déclaration conjointe Schedule 13G/A de Polar Capital Holdings Plc, Polar Capital LLP et Polar Capital Funds PLC - Biotechnology Fund indiquant qu'ils ne détiennent aucun titre ordinaire de Classe A de la société en qualité de bénéficiaire effectif. Les déclarants signalent une puissance de vote, individuelle ou partagée, de ³úé°ù´Ç et une puissance de disposition, individuelle ou partagée, de ³úé°ù´Ç, représentant 0.00% de la catégorie. La déclaration précise la classification réglementaire de chaque personne déclarante (société holding, conseiller en investissement et autre organisation) et comprend une déclaration conjointe confirmant la responsabilité partagée pour les éventuelles modifications ultérieures ainsi qu'une attestation que les titres n'ont pas été acquis dans le but d'influencer le contrôle de l'émetteur.

Hagerty, Inc. hat eine gemeinsame Schedule 13G/A-Einreichung von Polar Capital Holdings Plc, Polar Capital LLP und Polar Capital Funds PLC - Biotechnology Fund erhalten, in der diese angeben, dass sie keine wirtschaftlich begünstigten Inhaber von Class A-Stammaktien des Unternehmens sind. Die Melder geben null alleinige oder gemeinsame Stimmrechte und null alleinige oder gemeinsame Verfügungsbefugnisse an, was 0.00% der Aktienklasse entspricht. Die Einreichung nennt die regulatorische Einstufung jeder meldenden Person (Holdinggesellschaft, Anlageberater und sonstige Organisation) und enthält eine gemeinsame Erklärung, die die geteilte Verantwortung für künftige Änderungen bestätigt, sowie eine Bescheinigung, dass die Wertpapiere nicht zur Beeinflussung der Kontrolle des Emittenten erworben wurden.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine disclosure; no ownership means no immediate market impact from these reporting persons.

The Schedule 13G/A is a standard passive-investor disclosure. It states clearly that Polar Capital entities collectively report 0 shares and 0.00% ownership of Hagerty Class A stock, and they claim no voting or dispositive authority. For investors, this is a neutral data point: it confirms these named institutional actors do not hold a reportable stake and have not taken positions that would require activist or control reporting.

TL;DR: Governance implication is minimal—filing documents absence of influence rather than a change in control.

The filing includes a joint filing statement and an Item 10 certification that the securities were not acquired to change or influence control. The registrants are classified as HC, IA and OO respectively, which clarifies filing roles. This is procedural compliance and does not indicate governance risk or activist involvement based on the disclosed ownership.

Hagerty, Inc. ha ricevuto una comunicazione congiunta Schedule 13G/A da Polar Capital Holdings Plc, Polar Capital LLP e Polar Capital Funds PLC - Biotechnology Fund, nella quale dichiarano di non essere beneficiari di alcuna azione ordinaria di Classe A della società. I firmatari riportano zero poteri di voto, sia in forma esclusiva che condivisa, e zero poteri dispositivi, sia in forma esclusiva che condivisa, corrispondenti a 0.00% della categoria. La segnalazione indica la qualificazione regolamentare di ciascun soggetto segnalante (società di partecipazioni, consulente d'investimento e altra organizzazione) e include una dichiarazione congiunta che conferma la responsabilità condivisa per eventuali future modifiche e una certificazione che i titoli non sono stati acquisiti per influenzare il controllo dell'emittente.

Hagerty, Inc. recibió una presentación conjunta Schedule 13G/A de Polar Capital Holdings Plc, Polar Capital LLP y Polar Capital Funds PLC - Biotechnology Fund, en la que declaran que no poseen en calidad de beneficiarios ninguna acción ordinaria Clase A de la compañía. Los presentantes informan cero poder de voto, tanto individual como compartido, y cero poder dispositivo, tanto individual como compartido, lo que representa 0.00% de la clase. La presentación identifica la clasificación regulatoria de cada persona informante (sociedad holding, asesor de inversiones y otra organización) e incluye una declaración conjunta que confirma la responsabilidad compartida por futuras enmiendas y una certificación de que los valores no fueron adquiridos con la finalidad de influir en el control del emisor.

Hagerty, Inc.ëŠ� Polar Capital Holdings Plc, Polar Capital LLP ë°� Polar Capital Funds PLC - Biotechnology Fund로부í„� ê³µë™ ì œì¶œë� Schedule 13G/A 신고서를 접수했으ë©�, ì´ë“¤ ì‹ ê³ ì¸ì€ 회사ì� Class A 보통주를 실질ì ìœ¼ë¡� 소유하지 않ìŒì� 명시했습니다. ì‹ ê³ ìžë“¤ì€ ë‹¨ë… ë˜ëŠ” ê³µë™ì� ì˜ê²°ê¶Œì´ ì˜�(0)ì´ë©° ë‹¨ë… ë˜ëŠ” ê³µë™ì� ì²˜ë¶„ê¶Œë„ ì˜�(0)ì´ë¼ê³� 보고했으ë©�, ì´ëŠ” 해당 í´ëž˜ìŠ¤ì˜ 0.00%ì—� 해당합니ë‹�. 해당 제출서ì—ëŠ� ê°� ì‹ ê³ ì¸ì˜ 규제ìƒ� 분류(지주회ì‚�, 투ìžìžë¬¸ì‚� ë°� 기타 ì¡°ì§)ê°€ 기재ë˜ì–´ 있고, 향후 수정ì—� 대í•� ê³µë™ ì±…ìž„ì� 확ì¸í•˜ëŠ” ê³µë™ ì œì¶œ 진술서와 해당 ì¦ê¶Œì� 발행ì¸ì˜ ì§€ë°°ì— ì˜í–¥ì� 미치ê¸� 위해 ì·¨ë“ë� ê²ƒì´ ì•„ë‹˜ì� ì¦ëª…하는 ì¸ì¦ì„œê°€ í¬í•¨ë˜ì–´ 있습니다.

Hagerty, Inc. a reçu une déclaration conjointe Schedule 13G/A de Polar Capital Holdings Plc, Polar Capital LLP et Polar Capital Funds PLC - Biotechnology Fund indiquant qu'ils ne détiennent aucun titre ordinaire de Classe A de la société en qualité de bénéficiaire effectif. Les déclarants signalent une puissance de vote, individuelle ou partagée, de ³úé°ù´Ç et une puissance de disposition, individuelle ou partagée, de ³úé°ù´Ç, représentant 0.00% de la catégorie. La déclaration précise la classification réglementaire de chaque personne déclarante (société holding, conseiller en investissement et autre organisation) et comprend une déclaration conjointe confirmant la responsabilité partagée pour les éventuelles modifications ultérieures ainsi qu'une attestation que les titres n'ont pas été acquis dans le but d'influencer le contrôle de l'émetteur.

Hagerty, Inc. hat eine gemeinsame Schedule 13G/A-Einreichung von Polar Capital Holdings Plc, Polar Capital LLP und Polar Capital Funds PLC - Biotechnology Fund erhalten, in der diese angeben, dass sie keine wirtschaftlich begünstigten Inhaber von Class A-Stammaktien des Unternehmens sind. Die Melder geben null alleinige oder gemeinsame Stimmrechte und null alleinige oder gemeinsame Verfügungsbefugnisse an, was 0.00% der Aktienklasse entspricht. Die Einreichung nennt die regulatorische Einstufung jeder meldenden Person (Holdinggesellschaft, Anlageberater und sonstige Organisation) und enthält eine gemeinsame Erklärung, die die geteilte Verantwortung für künftige Änderungen bestätigt, sowie eine Bescheinigung, dass die Wertpapiere nicht zur Beeinflussung der Kontrolle des Emittenten erworben wurden.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Polar Capital Holdings Plc
Signature:/s/ Nicholas Farren
Name/Title:Nicholas Farren - Chief Operating Officer
Date:08/14/2025
Polar Capital LLP
Signature:/s/ Nicholas Farren
Name/Title:Nicholas Farren - Chief Operating Officer
Date:08/14/2025
Polar Capital Funds PLC - Biotechnology Fund
Signature:/s/ Nicholas Farren
Name/Title:Nicholas Farren - Chief Operating Officer
Date:08/14/2025
Exhibit Information

Exhibit I JOINT FILING STATEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on SCHEDULE 13G/A, is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on SCHEDULE 13G/A, shall be filed on behalf of each of the undersigned without the necessity of filing additional joint acquisition statements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning him or it contained therein, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent that he or it knows or has reason to believe that such information is inaccurate. Polar Capital Holdings PLC By: /s/ Nicholas Farren Name: Nicholas Farren Title: Chief Operating Officer Polar Capital LLP By: /s/ Nicholas Farren Name: Nicholas Farren Title: Chief Operating Officer Polar Capital Funds PLC - Biotechnology Fund By: /s/ Nicholas Farren Name: Nicholas Farren Title: Chief Operating Officer

FAQ

Who filed the Schedule 13G/A for Hagerty (HGTY)?

A joint filing was made by Polar Capital Holdings Plc, Polar Capital LLP and Polar Capital Funds PLC - Biotechnology Fund.

How many Hagerty (HGTY) Class A shares do the filers beneficially own?

The filers report 0 shares beneficially owned, representing 0.00% of the Class A common stock.

Do the reporting persons have voting or dispositive power over HGTY shares?

No. The filing reports zero sole and zero shared voting power and zero sole and zero shared dispositive power.

What classifications are assigned to the reporting persons in the filing?

The filing identifies the reporting persons as a holding company (HC), an investment adviser (IA), and an other organization (OO) respectively.

Does the filing indicate the filers intend to influence control of Hagerty (HGTY)?

No. The Item 10 certification states the securities were not acquired and are not held to change or influence control of the issuer.
HAGERTY INC

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