SENATE · TN · SINCE 2021

Bill Hagerty portfolio

Bill Hagerty has represented TN in the Senate since 2021. Committee seats: Appropriations, Banking, Housing, and Urban Affairs, Foreign Relations, Rules and Administration, Printing. Bill Hagerty has disclosed 65 trades (29 purchases, 33 sales); the latest was on Jan 29, 2026. Over the past year the disclosed stock holdings returned -19.6%, against +11.9% for the S&P 500.

RRepublicanParty

Member of SenateRepresents TN

$27.4MEst. portfolio value

9 months agoLast trade

-19.6%1Y return, from filings

1M return-8.6%S&P 500 +0.7% · 1 positionOn their trade dates: -8.6%

3M return-22.3%S&P 500 +3.7% · 1 positionOn their trade dates: -22.3%

YTD return-20.9%S&P 500 +12.8% · 1 positionOn their trade dates: -20.9%

1Y return-19.6%S&P 500 +11.9% · 1 positionOn their trade dates: -19.6%

3Y return-5.9%S&P 500 +85.1% · 1 positionOn their trade dates: -5.9%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

SenateAppropriations SenateBanking, Housing, and Urban Affairs SenateForeign Relations SenateRules and Administration JointPrinting

Est. value $38K across 2 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Bill Hagerty
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
QRTEPQurate Retail, Inc.	$33K	Mar 26, 2021Purchase	$15K–50K1 purchase	No data	—	—	1
BAThe Boeing Company	$5K	Jun 8, 2021Purchase	$1K–15K1 purchase	$252.76	-27.51%	$171.63	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.