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Hagerty shares owned by Parkworth Wealth Management

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

Historical chart of Parkworth Wealth Management investment in Hagerty

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

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Quarterly reported holdings in Hagerty by Parkworth Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $303 30 10.10

More positions owned by Parkworth Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Parkworth Wealth Management

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