SRS Capital Advisors »

Hagerty shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Hagerty

Tip: Access up to 7 years of quarterly data

All positions including Hagerty held by SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11 1 11.00

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Spdr Series Trust State Street Spd (TFI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Thema (THRO)
Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for SRS Capital 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
Vanguard Capital Management
Pembroke Management
Vanguard Portfolio Management
Lincoln Capital
BlackRock
Royce & Associates
Geode Capital Management
FMR

View all funds holding Hagerty