# EDGAR Filing Document

**Accession Number:** 0001840776
**File Stem:** 0001193125-25-270380
**Filing Date:** 2025-11
**Character Count:** 9841
**Document Hash:** 93ac12129e0949b39699614a85c131af
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-270380.hdr.sgml**: 20251106

**ACCESSION NUMBER**: 0001193125-25-270380

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20251106

**DATE AS OF CHANGE**: 20251106

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hagerty, Inc.
- **CENTRAL INDEX KEY:** 0001840776
- **STANDARD INDUSTRIAL CLASSIFICATION:** INSURANCE AGENTS BROKERS & SERVICES [6411]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-92476
- **FILM NUMBER:** 251460082

**BUSINESS ADDRESS:**
- **STREET 1:** 121 DRIVERS EDGE
- **CITY:** TRAVERSE CITY
- **STATE:** MI
- **ZIP:** 49684
- **BUSINESS PHONE:** 800-922-4050

**MAIL ADDRESS:**
- **STREET 1:** 121 DRIVERS EDGE
- **CITY:** TRAVERSE CITY
- **STATE:** MI
- **ZIP:** 49684

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Aldel Financial Inc.
- **DATE OF NAME CHANGE:** 20210115
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
- **CENTRAL INDEX KEY:** 0000315032
- **STANDARD INDUSTRIAL CLASSIFICATION:** UNKNOWN SIC - 0000 [0000]

**ORGANIZATION NAME:**
- **EIN:** 370533100
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A

**BUSINESS ADDRESS:**
- **STREET 1:** ONE STATE FARM PLAZA
- **CITY:** BLOOMINGTON
- **STATE:** IL
- **ZIP:** 61710
- **BUSINESS PHONE:** 309-766-8411

**MAIL ADDRESS:**
- **STREET 1:** ONE STATE FARM PLAZA
- **CITY:** BLOOMINGTON
- **STATE:** IL
- **ZIP:** 61710

### Attached PDF Documents

**Attachment 1:** `ck0000000000-ex99_a.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 6)**

**HAGERTY, INC.**

*(Name of Issuer)*

**Class A Common Stock, par value $0.0001 per share**

*(Title of Class of Securities)*

**405166109**

*(CUSIP Number)*

**Matthew D. Melick**<br>One State Farm Plaza<br>Bloomington IL 61710<br>(309) 766-1311

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**11/04/2025**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **405166109** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**State Farm Mutual Automobile Insurance Company** | Name of reporting person<br>**State Farm Mutual Automobile Insurance Company** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**ILLINOIS** | Citizenship or place of organization<br>**ILLINOIS** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**56040881.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**56040881.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**56040881.00** | Aggregate amount beneficially owned by each reporting person<br>**56040881.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**53.5%** | Percent of class represented by amount in Row (11)<br>**53.5%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IC** | Type of Reporting Person (See Instructions)<br>**IC** | |

---

**Comment for Reporting Person:** (1)	The numbers reported in rows 7, 9, and 11 above include 4,240,881 shares of Class A Common Stock that the Reporting Person has the right to acquire within 60 days upon conversion of 5,302,226 shares of Series A Preferred Stock (as defined in Item 4) that are held directly by the Reporting Person, at the current conversion rate.

(2)	The percentage reported in row 13 above is based on the sum of (i) 100,511,893 shares of Class A Common Stock outstanding as of October 24, 2025 pursuant to the Issuer's Form 10-Q for the quarterly period ended September 30, 2025, and (ii) 4,240,881 shares of Class A Common Stock issuable upon conversion of Series A Preferred Stock held by the Reporting Person which have been added to the total Class A Common Stock shares outstanding for purposes of calculating the Reporting Person's beneficial ownership percentage in accordance with Rule 13d-3(d)(1)(i) under the Act. The percentage does not give effect to the issuance of shares of Class A Common Stock issuable upon exercise or conversion of warrants, options or shares of the Issuer's Series A Preferred Stock or Class V Common Stock held by other parties. Notwithstanding the percentage reported in the Original 13D, based on the aggregate total of Class A Common Stock and Class V Common Stock outstanding, and the voting power assigned to each class, the Reporting Person controls approximately 2.2% of the voting power of the Issuer.

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Class A Common Stock, par value $0.0001 per share

**(b) Name of Issuer:**
HAGERTY, INC.

**(c) Address of Issuer's Principal Executive Offices:**
121 Drivers Edge, Traverse City, MI, 49684

Explanatory Note: This Amendment No. 6 ("Amendment No. 6") amends the Schedule 13D filed by State Farm Mutual Automobile Insurance Company ("State Farm" or "Reporting Person") on December 10, 2021 (the "Original 13D"), as amended by the Schedule 13D Amendment No. 1 filed by State Farm on February 10, 2023, the Schedule 13D Amendment No. 2 filed by State Farm on March 1, 2023, the Schedule 13D Amendment No. 3 filed by State Farm on June 23, 2023, the Schedule 13D Amendment No. 4 filed by State Farm on June 5, 2024, and the Schedule 13D Amendment No. 5 filed by State Farm on July 10, 2024 (collectively, the "Amended Schedule 13D") related to shares of Class A common stock, par value $0.0001 per share (the "Class A Common Stock" and, together with the Class V common stock, par value $0.0001 per share (the "Class V Common Stock"), the "Common Stock"), of Hagerty, Inc., a Delaware corporation (the "Issuer" or "Company").

This Amendment No. 6 is being filed to update the Reporting Person's beneficial ownership percentage which changed solely as a result of an increase in the number of shares of Class A Common Stock outstanding as disclosed in the Issuer's Form 10-Q for the quarterly period ended September 30, 2025.

Except as specifically provided herein, this Amendment No. 6 does not modify any of the information previously reported in the Amended Schedule 13D. Capitalized terms used but not otherwise defined herein shall have the meaning set forth in the Original 13D.

**Item 5. Interest in Securities of the Issuer**

**(a)**
Item 5 of the Amended Schedule 13D is hereby amended and supplemented as follows:

State Farm beneficially owns 56,040,881 shares of Class A Common Stock, inclusive of 4,240,881 shares of Class A Common Stock that State Farm has the right to acquire within 60 days upon conversion of 5,302,226 shares of Series A Preferred Stock that are held directly by State Farm, at the current Conversion Rate. This represents, on an as if exercised basis, approximately 53.5% of the shares of Class A Common Stock outstanding. The percentage is calculated based on the sum of (i) 100,511,893 shares of Class A Common Stock outstanding as of October 24, 2025 pursuant to the Issuer's Form 10-Q for the quarterly period ended September 30, 2025 and (ii) 4,240,881 shares of Class A Common Stock issuable upon conversion of Series A Preferred Stock held by State Farm which have been added to the total Class A Common Stock shares outstanding for purposes of calculating State Farm's beneficial ownership percentage in accordance with Rule 13d-3(d)(l)(i) under the Act. The percentage does not give effect to the issuance of shares of Class A Common Stock issuable upon exercise or conversion of warrants, options or shares of the Issuer's Series A Preferred Stock or Class V Common Stock held by other parties. Notwithstanding the percentage reported herein, based on the aggregate total of Class A Common Stock and Class V Common Stock outstanding, and the voting power assigned to each class, the Reporting Person controls approximately 2.2% of the voting power of the Issuer.

**(b)**
Sole power to vote: 56,040,881 Sole power to dispose: 56,040,881

**(c)**
State Farm has not transacted in the Class A Common Stock during the past sixty days.

### 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.

**Reporting Person:** State Farm Mutual Automobile Insurance Company

**Signature:** /s/ Mark Schwamberger

**Name/Title:** Senior Vice President, Treasurer and Chief Financial Officer

**Date:** 11/06/2025