Hagerty, Inc. · Brief

Next report

3 days

Nov 3 · before openconfirmedQ3 FY26

Expected move

±7.4%implied · straddle

14.4316.73

spot 15.58exp Nov 20ATM strike 15ATM straddle 1.35IV 43%

Oct 30 closethin chain

Expected move

—≥ implied

Q2 FY26—▲+15.36%—

quarterimplied−20%0+20%realized×

Q2 FY26—▲+15.36%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 3 report · confirmed

Bull2

126managers reporting a position in the latest quarterly filings13F · Jun 30 '26

16disclosed supplier and customer ties in SEC filingsSEC filings

Bear2 of 3

91.00%share of revenue from the largest disclosed customer, MarkelSEC filings

6 of 22largest reporting managers that reduced their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

HGTY report session

No linked exposure.

Oct 20report dateEarnings date confirmed: Nov 3, before open.Source

Oct 20impliedImplied move: ±8.1% into Nov 3 earnings (Oct 20 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.