William F Hagerty

Following their disclosures vs. same money in SPY: -54.6 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	VT VTI	$1.0M–$5M	2025-12-29	2026-08-12	PDF →
BUY	IB IBDS	$100K–$250K	2025-12-23	2026-08-12	PDF →
BUY	IB IBDR	$100K–$250K	2025-12-23	2026-08-12	PDF →
SELL	IB IBDQ	$250K–$500K	2025-12-18	2026-08-12	PDF →
SELL	CP CPPAX mutual fund (child)	$50K–$100K	2025-08-11	2026-08-12	PDF →
SELL	CB CBAAX mutual fund (child)	$15K–$50K	2025-08-07	2026-08-12	PDF →
SELL	🔒Register for free to view	$15K–$50K	2025-08-07	2026-08-12	🔒
SELL	🔒Register for free to view	$100K–$250K	2025-08-07	2026-08-12	🔒
SELL	🔒Register for free to view	$250K–$500K	2025-07-29	2026-08-12	🔒
SELL	🔒Register for free to view	$50K–$100K	2025-07-15	2026-08-12	🔒
SELL	🔒Register for free to view	$15K–$50K	2025-07-15	2026-08-12	🔒
BUY	🔒Register for free to view	$250K–$500K	2025-06-30	2026-08-12	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-02-18	2026-08-12	🔒
BUY	🔒Register for free to view	$15K–$50K	2025-02-18	2026-08-12	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-02-18	2026-08-12	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-02-18	2026-08-12	🔒
BUY	🔒Register for free to view	$100K–$250K	2026-01-29	2026-03-02	🔒
BUY	🔒Register for free to view	$250K–$500K	2026-01-23	2026-02-23	🔒
BUY	🔒Register for free to view	$100K–$250K	2024-12-27	2025-08-11	🔒
SELL	🔒Register for free to view	$15K–$50K	2024-12-27	2025-08-11	🔒
BUY	🔒Register for free to view	$250K–$500K	2024-12-20	2025-08-11	🔒
SELL	🔒Register for free to view	$100K–$250K	2024-12-19	2025-08-11	🔒
BUY	🔒Register for free to view	$250K–$500K	2024-12-12	2025-08-11	🔒
BUY	🔒Register for free to view	$250K–$500K	2024-12-12	2025-08-11	🔒
BUY	🔒Register for free to view	$250K–$500K	2024-12-12	2025-08-11	🔒
SELL	🔒Register for free to view	$15K–$50K	2024-12-12	2025-08-11	🔒
EXCHANGE	🔒Register for free to view	$15K–$50K	2024-07-22	2025-08-11	🔒
EXCHANGE	🔒Register for free to view	$15K–$50K	2024-07-22	2025-08-11 LATE	🔒
SELL	🔒Register for free to view	$50K–$100K	2024-07-12	2025-08-11	🔒
SELL	🔒Register for free to view	$15K–$50K	2024-07-05	2025-08-11	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Hagerty still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
IW IWB		$4.7M	55.6%	+79.8%	Aug 2023	Sep 2021
VT VTI	recent	$2.2M	26.2%	-2.1%	Aug 2023	Dec 2025
IB IBDR	recent	$513K	6.1%	+0.3%	Aug 2026	Dec 2025
IB IBDP		$234K	2.8%	+1.7%	Aug 2023	Dec 2024
DI DIA		$192K	2.3%	+35.6%	Aug 2024	Apr 2023
NO NOBL		$166K	2.0%	+17.1%	Aug 2024	Apr 2023
IB IBDS	recent	$158K	1.9%	+0.1%	Aug 2026	Dec 2025
🔒Register for free to view		$69K	0.8%	+120.2%	Aug 2023	Apr 2021
🔒Register for free to view		$53K	0.6%	+69.1%	Aug 2023	Jul 2021
🔒Register for free to view		$48K	0.6%	+73.8%	Aug 2023	Jul 2021
🔒Register for free to view		$40K	0.5%	+2.5%	Aug 2023	Feb 2025
🔒Register for free to view		$38K	0.5%	+62.1%	Aug 2023	Jul 2021
🔒Register for free to view		$7K	0.1%	+71.4%	Aug 2023	Jul 2021
🔒Register for free to view		$4K	0.0%	-3.5%	Aug 2026	Feb 2025
🔒Register for free to view		$3K	0.0%	-12.2%	Jul 2021	Jun 2021

Filings 30 on file · every disclosure Hagerty has made