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Hagerty shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Hagerty

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hagerty by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $498 37 13.46

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth 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