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Hagerty shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Hagerty (HGTY) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Hagerty

Tip: Access up to 7 years of quarterly data

All positions including Hagerty held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hagerty by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $858 72 11.92

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Hagerty

State Farm Mutual Automobile Insurance Company
Neuberger Berman Group
Polar Capital Holdings
Markel Corporation
Vanguard Capital Management
Greenhaven Road Investment Management
Pembroke Management
Vanguard Portfolio Management
Lincoln Capital
BlackRock
Royce & Associates
Geode Capital Management
Dimensional Fund Advisors
First Trust Advisors
Scholtz & Company

View all funds holding Hagerty