SageView Advisory Group »

Hagerty shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Hagerty (HGTY) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Hagerty

Tip: Access up to 7 years of quarterly data

All positions including Hagerty held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hagerty by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $860 64 13.45

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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
Woodline Partners

View all funds holding Hagerty