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Hagerty shares owned by LRI Investments

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

Historical chart of LRI Investments investment in Hagerty

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hagerty by LRI Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $36 3 12.00

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Ares Management Corporation Cl A Com Stk Stock (ARES)
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Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
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Wisdomtree International Equity Fund Etf (DWM)
Dimensional International Value Etf Etf (DFIV)
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Meta Platforms Inc Cl A Stock (META)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Trane Technologies Stock (TT)

View all positions for LRI Investments

Top funds holding Hagerty

State Farm Mutual Automobile Insurance Company
Neuberger Berman Group
Polar Capital Holdings
Markel Corporation
Vanguard Capital Management
Greenhaven Road Investment Management
Pembroke Management
Vanguard Portfolio Management
Lincoln Capital
BlackRock
Royce & Associates
Geode Capital Management
Dimensional Fund Advisors
First Trust Advisors
Scholtz & Company

View all funds holding Hagerty