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。
2023 年第 1 季 13F 持有人
Hagerty, Inc. 在 2023/3/31 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
- 62
- 較 2022 年第 4 季 −5 家
- 持有股數
- 6,637 萬
- 較 2022 年第 4 季 +43.8 萬 (+0.7%)
- 總市值
- $5.71 億
- 較 2022 年第 4 季 +$1,685 萬 (+3.0%)
- 新進機構
- 6
- 另有 25 家加碼
- 清倉機構
- 11
- 另有 16 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 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 | $4.37 億 | 0.45% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 4,581,705 | $4,004 萬 | 0.29% | +55,328+1.2% | 加碼 |
| Neuberger Berman Group LLC | 2,321,242 | $2,029 萬 | 0.02% | +642,663+38.3% | 加碼 |
| Vanguard Group Inc | 2,054,809 | $1,796 萬 | 0.00% | +19,454+1.0% | 加碼 |
| Granahan Investment Management Inc | 1,276,013 | $1,115 萬 | 0.34% | −317,395−19.9% | 減碼 |
| Fenimore Asset Management Inc | 926,451 | $809.7 萬 | 0.21% | +4,739+0.5% | 加碼 |
| Wasatch Advisors Inc | 658,398 | $575.4 萬 | 0.04% | −31,574−4.6% | 減碼 |
| Confluence Investment Management LLC | 506,428 | $442.6 萬 | 0.07% | −535−0.1% | 減碼 |
| BlackRock Inc. | 494,636 | $432.3 萬 | 0.00% | −880.0% | 減碼 |
| Royce & Associates LP | 450,000 | $393.3 萬 | 0.04% | 00.0% | 不變 |
| Lincoln Capital LLC | 278,026 | $241.2 萬 | 0.66% | +43,470+18.5% | 加碼 |
| Geode Capital Management, LLC | 275,386 | $240.7 萬 | 0.00% | +6,923+2.6% | 加碼 |
| River Road Asset Management, LLC | 167,605 | $146.5 萬 | 0.02% | −2,113−1.2% | 減碼 |
| Working Capital Advisors (UK) Ltd. | 165,383 | $144.5 萬 | 2.06% | +165,383 | 新進 |
| Charles Schwab Investment Management Inc | 164,809 | $144.0 萬 | 0.00% | +3,014+1.9% | 加碼 |
| State Street Corp | 118,956 | $104.0 萬 | 0.00% | +180.0% | 加碼 |
| UBS Group AG | 111,501 | $97.5 萬 | 0.00% | +1,128+1.0% | 加碼 |
| Royal Bank of Canada | 102,443 | $89.5 萬 | 0.00% | +97,601+2,015.7% | 加碼 |
| Redmond Asset Management, LLC | 87,903 | $76.8 萬 | 0.27% | −1,133−1.3% | 減碼 |
| Northern Trust Corp | 71,352 | $62.4 萬 | 0.00% | −321−0.4% | 減碼 |
| LPL Financial LLC | 58,115 | $50.8 萬 | 0.00% | +27,553+90.2% | 加碼 |
| Swiss National Bank | 53,900 | $47.1 萬 | 0.00% | −4,300−7.4% | 減碼 |
| Morgan Stanley | 41,226 | $36.0 萬 | 0.00% | −25,172−37.9% | 減碼 |
| Renaissance Technologies LLC | 40,942 | $35.8 萬 | 0.00% | +15,642+61.8% | 加碼 |
| Bank of New York Mellon Corp | 34,045 | $29.8 萬 | 0.00% | −2,415−6.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 28,301 | $24.7 萬 | 0.00% | −393−1.4% | 減碼 |
| Ieq Capital, LLC | 27,840 | $24.3 萬 | 0.01% | −47,660−63.1% | 減碼 |
| JPMorgan Chase & Co | 24,338 | $21.3 萬 | 0.00% | +9,673+66.0% | 加碼 |
| California State Teachers Retirement System | 21,887 | $19.1 萬 | 0.00% | +413+1.9% | 加碼 |
| UBS Asset Management Americas Inc | 20,855 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 20,235 | $17.7 萬 | 0.00% | +4,016+24.8% | 加碼 |
| Goldman Sachs Group Inc | 19,606 | $17.1 萬 | 0.00% | +5,055+34.7% | 加碼 |
| Credit Suisse AG | 16,256 | $14.2 萬 | 0.00% | +70.0% | 加碼 |
| GWM Advisors LLC | 16,182 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 15,071 | $13.2 萬 | 0.00% | +15,071 | 新進 |
| Caz Investments LP | 15,000 | $13.1 萬 | 0.38% | −15,000−50.0% | 減碼 |
| Millennium Management LLC | 13,514 | $11.8 萬 | 0.00% | −80,397−85.6% | 減碼 |
| Commonwealth Equity Services, LLC | 11,408 | $9.90 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 10,369 | $9.10 萬 | 0.00% | +124+1.2% | 加碼 |
| Greenhaven Road Investment Management, L.P. | 1,023,501 | $8.95 萬 | 5.13% | +26,616+2.7% | 加碼 |
| Simplex Trading, LLC | 9,595 | $8.30 萬 | 0.00% | +9,557+25,150.0% | 加碼 |
| Legal & General Group Plc | 7,184 | $6.28 萬 | 0.00% | +971+15.6% | 加碼 |
| Bank of America Corp | 7,102 | $6.21 萬 | 0.00% | +4,870+218.2% | 加碼 |
| Deutsche Bank AG | 3,293 | $2.88 萬 | 0.00% | +3,293 | 新進 |
| Huntington National Bank | 3,102 | $2.71 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,674 | $2.34 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,490 | $2.18 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,280 | $2.00 萬 | 0.00% | +310+15.7% | 加碼 |
| Wells Fargo & Company | 2,069 | $1.81 萬 | 0.00% | +204+10.9% | 加碼 |
| Barclays PLC | 1,980 | $1.73 萬 | 0.00% | +1,980 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,345 | $1.18 萬 | 0.00% | −342−20.3% | 減碼 |
| Center for Financial Planning, Inc. | 1,275 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 820 | $7,167 | 0.00% | +820 | 新進 |
| JNBA Financial Advisors | 769 | $6,722 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 627 | $5,480 | 0.00% | +10+1.6% | 加碼 |
| Advisor Group Holdings, Inc. | 625 | $5,463 | 0.00% | −191−23.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 625 | $5,463 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 333 | $2,910 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 175 | $2,000 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 200 | $1,826 | 0.00% | +200 | 新進 |
| Compass Wealth Management LLC | 165 | $1,443 | 0.00% | 00.0% | 不變 |
| Adirondack Retirement Specialists, Inc. | 100 | $847 | 0.00% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −56,443−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −50,407−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −39,248−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,403−100.0% | 清倉 |
| Cabot Wealth Management Inc | 0 | $0 | 0.00% | −10,863−100.0% | 清倉 |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −7,571−100.0% | 清倉 |
| Clear Perspectives Financial Planning, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,481−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,256−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |