Hagerty, Inc.
HGTY- 交易所
- NYSE
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001840776
近 90 天，Hagerty, Inc. 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 126 家機構在 13F 申報持有，市值合計 $11.0 億；大師中只有馬克爾集團持有。
2021 年第 4 季 13F 持有人
Hagerty, Inc. 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 38
- 較 2021 年第 3 季 +2 家
- 持有股數
- 6,357 萬
- 較 2021 年第 3 季 +5,654 萬 (+804.6%)
- 總市值
- $8.96 億
- 較 2021 年第 3 季 +$8.25 億 (+1,163.3%)
- 新進機構
- 29
- 另有 6 家加碼
- 清倉機構
- 27
- 另有 2 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HGTY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 126 | $11.0 億 |
| 2026 年第 1 季 | 117 | $9.55 億 |
| 2025 年第 4 季 | 116 | $12.1 億 |
| 2025 年第 3 季 | 98 | $10.8 億 |
| 2025 年第 2 季 | 89 | $7.69 億 |
| 2025 年第 1 季 | 88 | $6.85 億 |
| 2024 年第 4 季 | 90 | $7.26 億 |
| 2024 年第 3 季 | 79 | $7.52 億 |
| 2024 年第 2 季 | 74 | $7.39 億 |
| 2024 年第 1 季 | 76 | $6.38 億 |
| 2023 年第 4 季 | 73 | $5.40 億 |
| 2023 年第 3 季 | 74 | $5.61 億 |
| 2023 年第 2 季 | 67 | $6.44 億 |
| 2023 年第 1 季 | 62 | $5.71 億 |
| 2022 年第 4 季 | 68 | $5.54 億 |
| 2022 年第 3 季 | 57 | $6.03 億 |
| 2022 年第 2 季 | 61 | $7.58 億 |
| 2022 年第 1 季 | 50 | $6.86 億 |
| 2021 年第 4 季 | 38 | $8.96 億 |
| 2021 年第 3 季 | 37 | $7,153 萬 |
| 2021 年第 2 季 | 13 | $2,608 萬 |
| 2021 年第 1 季 | 0 | $0 |
2021 年第 4 季持有機構
每家機構持有 Hagerty, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $7.09 億 | 0.70% | +50,000,000 | 新進 |
| Wasatch Advisors Inc | 6,800,919 | $9,215 萬 | 0.38% | +6,800,919 | 新進 |
| Price T Rowe Associates Inc | 2,000,000 | $2,694 萬 | 0.00% | +2,000,000 | 新進 |
| Bank of America Corp | 1,501,250 | $2,129 萬 | 0.00% | +1,445,097+2,573.5% | 加碼 |
| Granahan Investment Management Inc | 1,271,466 | $1,803 萬 | 0.37% | +257,224+25.4% | 加碼 |
| Vanguard Group Inc | 906,328 | $1,285 萬 | 0.00% | +906,328 | 新進 |
| Royce & Associates LP | 300,000 | $425.4 萬 | 0.03% | +200,000+200.0% | 加碼 |
| FJ Capital Management LLC | 300,000 | $421.9 萬 | 0.35% | +300,000 | 新進 |
| SEI Investments Co | 139,644 | $198.0 萬 | 0.00% | +139,644 | 新進 |
| Redmond Asset Management, LLC | 85,861 | $121.8 萬 | 0.34% | +5,699+7.1% | 加碼 |
| CNH Partners LLC | 63,256 | $89.7 萬 | 0.03% | −104,454−62.3% | 減碼 |
| Morgan Stanley | 46,554 | $66.0 萬 | 0.00% | +45,064+3,024.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 33,594 | $47.6 萬 | 0.01% | +33,594 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 26,944 | $40.7 萬 | 0.01% | +26,944 | 新進 |
| Eqis Capital Management, Inc. | 22,849 | $32.4 萬 | 0.02% | −960−4.0% | 減碼 |
| GWM Advisors LLC | 16,182 | $22.9 萬 | 0.00% | +16,182 | 新進 |
| Commonwealth Equity Services, LLC | 12,168 | $17.2 萬 | 0.00% | +12,168 | 新進 |
| Royal Bank of Canada | 6,914 | $9.80 萬 | 0.00% | +6,914 | 新進 |
| Clear Perspectives Financial Planning, LLC | 6,000 | $8.50 萬 | 0.03% | +6,000 | 新進 |
| Penserra Capital Management LLC | 5,750 | $8.10 萬 | 0.00% | +5,750 | 新進 |
| Huntington National Bank | 4,382 | $6.20 萬 | 0.00% | +4,382 | 新進 |
| Wells Fargo & Company | 4,350 | $6.20 萬 | 0.00% | +4,350 | 新進 |
| Advisor Group Holdings, Inc. | 2,996 | $4.30 萬 | 0.00% | +2,796+1,398.0% | 加碼 |
| Fifth Third Bancorp | 2,490 | $3.50 萬 | 0.00% | +2,490 | 新進 |
| CoreCap Advisors, LLC | 2,500 | $3.50 萬 | 0.00% | +2,500 | 新進 |
| Tower Research Capital LLC (TRC) | 2,128 | $3.00 萬 | 0.00% | +2,128 | 新進 |
| CWM, LLC | 1,970 | $2.80 萬 | 0.00% | +1,970 | 新進 |
| Center for Financial Planning, Inc. | 1,275 | $1.80 萬 | 0.00% | +1,275 | 新進 |
| NEXT Financial Group, Inc | 853 | $1.20 萬 | 0.00% | +853 | 新進 |
| JNBA Financial Advisors | 769 | $1.10 萬 | 0.00% | +769 | 新進 |
| The PNC Financial Services Group, Inc. | 625 | $9,000 | 0.00% | +625 | 新進 |
| Bedel Financial Consulting, Inc. | 500 | $7,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 500 | $7,000 | 0.00% | +500 | 新進 |
| Ford Financial Group, LLC | 238 | $3,000 | 0.00% | +238 | 新進 |
| Centerpoint Advisors, LLC | 125 | $2,000 | 0.00% | +125 | 新進 |
| Henrickson Nauta Wealth Advisors, Inc. | 60 | $1,000 | 0.00% | +60 | 新進 |
| Proequities, Inc. | 30 | $0 | 0.00% | +30 | 新進 |
| Captrust Financial Advisors | 15 | $0 | 0.00% | +15 | 新進 |
| Kepos Capital LP | 0 | $0 | 0.00% | −700,000−100.0% | 清倉 |
| Fir Tree Capital Management LP | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Basso Capital Management, L.P. | 0 | $0 | 0.00% | −453,052−100.0% | 清倉 |
| MMCAP International Inc. SPC | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −391,951−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −366,181−100.0% | 清倉 |
| Deep Field Asset Management LLC | 0 | $0 | 0.00% | −362,235−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| CVI Holdings, LLC | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Periscope Capital Inc. | 0 | $0 | 0.00% | −249,400−100.0% | 清倉 |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −247,050−100.0% | 清倉 |
| Cohanzick Management, LLC | 0 | $0 | 0.00% | −237,271−100.0% | 清倉 |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −220,096−100.0% | 清倉 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −199,996−100.0% | 清倉 |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −188,226−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Atw Spac Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −73,267−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −44,297−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −41,452−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −39,575−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| DG Capital Management, LLC | 0 | $0 | 0.00% | −34,054−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −24,528−100.0% | 清倉 |
| Corbyn Investment Management Inc | 0 | $0 | 0.00% | −18,560−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −163−100.0% | 清倉 |
| Omni Partners US LLC | – | – | – | – | 本季未申報 |