HHGA
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Halbert Hargrove Global Advisors’s DoubleVerify DV Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-213
Closed -$2.55K – 477
2025
Q3 		$2.55K Buy
+213
New +$3.16K ﹤0.01% 521

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Halbert Hargrove Global Advisors's DV Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 213 shares — an estimated $2.55K sold.

Halbert Hargrove Global Advisors first reported a position in DV in Q3 2025 and held it in 1 quarter. The position peaked at $2.55K in Q3 2025. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 213 DoubleVerify shares in Q4 2025, an estimated $2.55K.
  • Halbert Hargrove Global Advisors first reported a position in DoubleVerify in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's DoubleVerify position peaked at $2.55K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.