
Bill Hagerty
65 disclosed transactions · Jan 8, 2021 – Jan 29, 2026
$13.3M – $54.6M
Traded, all time
65 transactions · turnover, not holdings
-6.3%
Portfolio vs S&P 500
70 positions · 70% of securities priced
42%
Household trades
spouse, joint or child
9.2%
Filed late
avg 49 days to disclose
Committees
- Joint Committee on Printing
- Appropriations
- Commerce, Justice, Science, and Related Agencies
- Department of Homeland Security
- Energy and Water Development
- Financial Services and General GovernmentChairman
- Military Construction, Veterans Affairs, and Related Agencies
- State, Foreign Operations, and Related Programs
- Banking, Housing, and Urban Affairs
- Digital Assets
- Financial Institutions and Consumer Protection
- National Security and International Trade and FinanceChairman
- Foreign Relations
- Multilateral International Development, Multilateral Institutions, and International Economic, Energy, and Environmental Policy
- State Department and USAID Management, International Operations, and Bilateral International DevelopmentChairman
- Western Hemisphere, Transnational Crime, Civilian Security, Democracy, Human Rights, and Global Women's Issues
- Rules and Administration
What they hold
Bill Hagerty
Stock portfolio
$11.5M – $33.9M in disclosed securities · R-TN · Senate · 2025 filing

SPYMisc
- SPY16%
- ET13%
- VFIAX13%
- SNOXX6.6%
- TOIXX4.1%
- EPD3.3%
- RNR1.8%
- REIT1.6%
- Misc41%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$24.6M – more
Disclosed assets, 2025
165 holdings · filed Aug 11, 2025
- Other41$23.9M 46%
- Securities97$22.7M 44%
- Private9$4.2M 8%
- Insurance2$825K 2%
- Cash16$311K 1%
Band is the reported range; the line is its midpoint.
Disclosed portfolio vs the market
What the annual reports say they held, valued from Aug 10, 2023.
-6.3%
vs the S&P 500
Portfolio +73.6% · S&P 500 +80.0% · 70 positions
What they trade
Most traded
Transactions
2 · last 12 months| Asset | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
— Hall Ward Energy Fund II, LP Company: Hall Ward Energy Fund II, LP
(Oklahoma City, OK) Description: Limited Partnership with the purpose of investing in non-operating working interests in oil and gas wells. | Buy | $100K – $250K | Jan 29, 2026 | Mar 2, 2026 |
— Contour Venture Partners V, LP Company: Contour Venture Partners V, LP
(Princeton, NJ) Description: Limited partnership for the purpose of making early stage equity investments. | Buy | $250K – $500K | Jan 23, 2026 | Feb 23, 2026 |