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Hagerty shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Hagerty

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

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Quarterly reported holdings in Hagerty by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 117k 9.15
2023-09-30 $777k 95k 8.17
2023-06-30 $776k 83k 9.36
2023-03-31 $508k 58k 8.74
2022-12-31 $257k 31k 8.41

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View all positions for LPL Financial

Top funds holding Hagerty

State Farm Mutual Automobile Insurance Company
Neuberger Berman Group
Markel Corporation
Vanguard Group
Greenhaven Road Investment Management
Fenimore Asset Management
Royce & Associates
BlackRock
Lincoln Capital
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
LPL Financial
Millennium Management
Garde Capital

View all funds holding Hagerty