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Hagerty shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Hagerty

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hagerty by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 1.5k 12.04
2025-06-30 $9.7k 961 10.13
2025-03-31 $11k 1.2k 9.04
2024-12-31 $9.8k 1.0k 9.65
2024-09-30 $9.5k 938 10.17
2024-06-30 $10k 910 11.06
2024-03-31 $554 62 8.95