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Hagerty shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group investment in Hagerty

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

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Quarterly reported holdings in Hagerty by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6k 718 9.15
2023-12-31 $3.4k 434 7.80

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Mortge Rel Etf (REM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Philip Morris International (PM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)
Valued Advisers Tr Regan Fltg Rate
Fiserv (FI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for VisionPoint Advisory Group

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