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Hagerty shares owned by CWM

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

Historical chart of CWM investment in Hagerty

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

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Quarterly reported holdings in Hagerty by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0k 272 14.71
2023-06-30 $18k 2.0k 9.14
2023-03-31 $20k 2.3k 8.77
2022-12-31 $17k 2.0k 8.63
2022-09-30 $18k 2.0k 9.14
2022-06-30 $23k 2.0k 11.68
2021-12-31 $28k 2.0k 14.21