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Hagerty shares owned by HFM Investment Advisors

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

Historical chart of HFM Investment Advisors investment in Hagerty

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

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Quarterly reported holdings in Hagerty by HFM Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $24 2 12.00
2025-06-30 $20 2 10.00
2025-03-31 $10 1 10.00

More positions owned by HFM Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Johnson & Johnson (JNJ)
Ishares Tr Core 60/40 Balan (AOR)
Cisco Systems (CSCO)
Ge Aerospace Com New (GE)
Rockwell Automation (ROK)

View all positions for HFM Investment Advisors

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