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Hagerty shares owned by Grand Wealth Management

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

Historical chart of Grand Wealth Management investment in Hagerty

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hagerty by Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $189k 24k 7.80
2023-09-30 $198k 24k 8.17
2023-06-30 $227k 24k 9.36

More positions owned by Grand Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Grand Wealth Management

Top funds holding Hagerty

State Farm Mutual Automobile Insurance Company
Neuberger Berman Group
Markel Corporation
Vanguard Group
Greenhaven Road Investment Management
Fenimore Asset Management
Royce & Associates
Lincoln Capital
Millennium Management
Charles Schwab Investment Management
Garde Capital
Redmond Asset Management
Henderson Group
Marshall Wace
17 Capital Partners

View all funds holding Hagerty