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Hagerty shares owned by Bare Financial Services

Quarter-by-quarter ownership of Hagerty (HGTY) shares owned by Bare Financial Services from 13F filings

Historical chart of Bare Financial Services investment in Hagerty

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All positions including Hagerty held by Bare Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hagerty by Bare Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5k 206 12.04
2025-06-30 $535 53 10.11

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Ishares Core S&p 500 Etf Etf (IVV)
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Avantis U.s. Small Cap Value Etf Etf (AVUV)
Vanguard Total Bond Market Etf Etf (BND)
Inspire International Etf Etf (WWJD)
Inspire Corporate Bond Etf Etf (IBD)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Crossmark Large Cap Growth Etf Etf
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Eventide High Dividend Etf Etf (ELCV)
Inspire 100 Etf Etf (BIBL)

View all positions for Bare Financial Services

Top funds holding Hagerty

State Farm Mutual Automobile Insurance Company
Neuberger Berman Group
Polar Capital Holdings
T. Rowe Price Investment Management
Vanguard Group
Markel Corporation
Greenhaven Road Investment Management
Pembroke Management
Lincoln Capital
BlackRock
Royce & Associates
FMR
Geode Capital Management
Scholtz & Company
Garner Asset Management Corp

View all funds holding Hagerty