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Hagerty shares owned by Sierra Ocean

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

Historical chart of Sierra Ocean investment in Hagerty

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

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Quarterly reported holdings in Hagerty by Sierra Ocean

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.2k 122 10.11
2025-03-31 $1.1k 122 9.04
2024-12-31 $1.2k 122 9.65

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Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Global X Fds Adaptive Us (AUSF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Jpmorgan Usd Emg (EMB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Sierra Ocean

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