Hagerty shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Hagerty (HGTY) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Hagerty
Tip: Access up to 7 years of quarterly data
All positions including Hagerty held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Hagerty by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 253k | 12.04 |
| 2025-06-30 | $2.8M | 280k | 10.11 |
| 2025-03-31 | $2.9M | 316k | 9.04 |
| 2024-12-31 | $3.3M | 337k | 9.65 |
| 2024-09-30 | $3.6M | 352k | 10.17 |
| 2024-06-30 | $3.8M | 363k | 10.40 |
| 2024-03-31 | $3.5M | 380k | 9.15 |
| 2023-12-31 | $3.2M | 409k | 7.80 |
| 2023-09-30 | $3.7M | 447k | 8.17 |
| 2023-06-30 | $4.5M | 476k | 9.36 |
| 2023-03-31 | $4.4M | 506k | 8.74 |
| 2022-12-31 | $4.3M | 507k | 8.41 |
More positions owned by Confluence Investment Management
Home Depot (HD)
View all positions for Confluence Investment Management