Hagerty, Inc.
Institutional holders · 13F as of Dec 31, 2025
| Holder | Value | % of shares |
|---|---|---|
| Blue Trust, Inc. | $780 | 0.00% |
| CVA Family Office, LLC | $668 | 0.00% |
| MAI Capital Management | $601 | 0.00% |
| JFS WEALTH ADVISORS, LLC | $498 | 0.00% |
| Allworth Financial LP | $417 | 0.00% |
| Keating Financial Advisory Services, Inc. | $161 | 0.00% |
| Rialto Wealth Management, LLC | $135 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | $134 | 0.00% |
| Fortitude Family Office, LLC | $81 | 0.00% |
| Bay Harbor Wealth Management, LLC | $53 | 0.00% |
| SJS Investment Consulting Inc. | $41 | 0.00% |
| Center for Financial Planning, Inc. | $41 | 0.00% |
| HFM Investment Advisors, LLC | $27 | 0.00% |
| Dunhill Financial, LLC | $11 | 0.00% |
| Covestor Ltd | $11 | 0.00% |
| GW&K Investment Management, LLC | $11 | 0.00% |
| CWM, LLC | $4 | 0.00% |
| Avion Wealth | $0 | 0.00% |