Back to HGTY

Bay Harbor Wealth Management, LLC → HGTY

Bay Harbor Wealth Management, LLC HGTY Position History

Hagerty, Inc.

Quarters held
4
Latest value
$54
Q3 2026
Peak value
$54
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$53
Q1 2026$31
Q2 2026$36
Q3 2026$54

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$544——
Q2 2026$363——
Q1 2026$313——
Q4 2025$534——

Other funds holding HGTY

Other Bay Harbor Wealth Management, LLC positions

ETHA

ISHARES CORE S&P 500 ETF

$41.5M
ETHA

ISHARES CORE S&P 500 ETF

$39.3M
ETHA

ISHARES CORE TOTAL USD BOND MARKET ETF

$31.9M
ETHA

ISHARES CORE TOTAL USD BOND MARKET ETF

$27.1M
VGES

VANGUARD MORNINGSTAR GROWTH ETF

$25.9M
VGES

VANGUARD GROWTH ETF

$24.2M
VGES

VANGUARD GROWTH ETF

$22.8M
VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

$22.7M
Bay Harbor Wealth Management, LLC HGTY Holdings: 13F Position History | Track13F