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 4 季 13F 持有人
Hagerty, Inc. 在 2023/12/31 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
- 73
- 較 2023 年第 3 季 −1 家
- 持有股數
- 6,924 萬
- 較 2023 年第 3 季 −45.1 萬 (−0.6%)
- 總市值
- $5.40 億
- 較 2023 年第 3 季 −$2,101 萬 (−3.7%)
- 新進機構
- 12
- 另有 29 家加碼
- 清倉機構
- 13
- 另有 16 家減碼
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 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 2023 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 | $3.90 億 | 0.38% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 4,925,000 | $3,842 萬 | 0.27% | +343,295+7.5% | 加碼 |
| Neuberger Berman Group LLC | 3,372,256 | $2,630 萬 | 0.02% | −26,605−0.8% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 3,000,000 | $2,340 萬 | 0.25% | 00.0% | 不變 |
| Vanguard Group Inc | 2,006,961 | $1,565 萬 | 0.00% | −17,206−0.9% | 減碼 |
| Greenhaven Road Investment Management, L.P. | 1,043,240 | $813.7 萬 | 3.42% | +21,539+2.1% | 加碼 |
| Fenimore Asset Management Inc | 945,286 | $737.3 萬 | 0.17% | +7,600+0.8% | 加碼 |
| Royce & Associates LP | 500,000 | $390.0 萬 | 0.04% | +25,000+5.3% | 加碼 |
| BlackRock Inc. | 459,929 | $358.7 萬 | 0.00% | +2,167+0.5% | 加碼 |
| Confluence Investment Management LLC | 408,868 | $318.9 萬 | 0.05% | −37,970−8.5% | 減碼 |
| Lincoln Capital LLC | 328,763 | $259.3 萬 | 0.63% | +50,140+18.0% | 加碼 |
| Geode Capital Management, LLC | 272,695 | $212.7 萬 | 0.00% | +147+0.1% | 加碼 |
| Millennium Management LLC | 148,536 | $115.9 萬 | 0.00% | +84,171+130.8% | 加碼 |
| Charles Schwab Investment Management Inc | 142,098 | $110.8 萬 | 0.00% | +16,657+13.3% | 加碼 |
| State Street Corp | 131,357 | $102.5 萬 | 0.00% | −3,655−2.7% | 減碼 |
| Morgan Stanley | 129,573 | $101.1 萬 | 0.00% | +82,436+174.9% | 加碼 |
| LPL Financial LLC | 108,131 | $84.3 萬 | 0.00% | +13,025+13.7% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $80.6 萬 | 0.15% | +26,600+34.7% | 加碼 |
| Garde Capital, Inc. | 100,000 | $78.0 萬 | 0.06% | 00.0% | 不變 |
| Northern Trust Corp | 71,257 | $55.6 萬 | 0.00% | +13,165+22.7% | 加碼 |
| Redmond Asset Management, LLC | 69,285 | $54.0 萬 | 0.17% | −14,618−17.4% | 減碼 |
| Janus Henderson Group PLC | 66,852 | $52.1 萬 | 0.00% | +5,878+9.6% | 加碼 |
| Renaissance Technologies LLC | 63,300 | $49.4 萬 | 0.00% | +11,200+21.5% | 加碼 |
| Marshall Wace, LLP | 54,075 | $42.2 萬 | 0.00% | +845+1.6% | 加碼 |
| Swiss National Bank | 50,000 | $39.0 萬 | 0.00% | −5,700−10.2% | 減碼 |
| 17 Capital Partners, LLC | 50,000 | $39.0 萬 | 0.36% | +50,000 | 新進 |
| Citadel Advisors LLC | 44,921 | $35.0 萬 | 0.00% | −8,723−16.3% | 減碼 |
| Squarepoint Ops LLC | 38,359 | $29.9 萬 | 0.00% | −25,990−40.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 37,050 | $28.9 萬 | 0.00% | +480+1.3% | 加碼 |
| Barclays PLC | 32,135 | $25.1 萬 | 0.00% | +5,320+19.8% | 加碼 |
| Advisor Group Holdings, Inc. | 31,371 | $24.5 萬 | 0.00% | +30,746+4,919.4% | 加碼 |
| Two Sigma Investments, LP | 31,310 | $24.4 萬 | 0.00% | +31,310 | 新進 |
| JPMorgan Chase & Co | 27,819 | $21.7 萬 | 0.00% | +8,603+44.8% | 加碼 |
| HSBC Holdings PLC | 27,196 | $21.0 萬 | 0.00% | +2,158+8.6% | 加碼 |
| UBS Group AG | 26,016 | $20.3 萬 | 0.00% | −92,082−78.0% | 減碼 |
| Credit Suisse AG | 25,080 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Grand Wealth Management, LLC | 24,234 | $18.9 萬 | 0.10% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 23,285 | $18.2 萬 | 0.02% | +23,285 | 新進 |
| California State Teachers Retirement System | 22,410 | $17.5 萬 | 0.00% | +60.0% | 加碼 |
| UBS Asset Management Americas Inc | 20,855 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 20,479 | $16.0 萬 | 0.00% | +3,261+18.9% | 加碼 |
| Meixler Investment Management, Ltd. | 20,075 | $15.7 萬 | 0.13% | +350+1.8% | 加碼 |
| Group One Trading, L.P. | 20,000 | $15.6 萬 | 0.00% | +20,000 | 新進 |
| Cubist Systematic Strategies, LLC | 18,551 | $14.5 萬 | 0.00% | −13,410−42.0% | 減碼 |
| MeadowBrook Investment Advisors LLC | 16,920 | $13.2 萬 | 0.13% | +16,920 | 新進 |
| Vident Advisory, LLC | 16,496 | $12.9 萬 | 0.00% | +1,920+13.2% | 加碼 |
| GWM Advisors LLC | 16,182 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 15,839 | $12.4 萬 | 0.00% | −18,620−54.0% | 減碼 |
| Legal & General Group Plc | 15,626 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Caz Investments LP | 15,000 | $11.7 萬 | 0.29% | 00.0% | 不變 |
| Corton Capital Inc. | 14,701 | $11.5 萬 | 0.04% | −1,612−9.9% | 減碼 |
| Bank of America Corp | 14,370 | $11.2 萬 | 0.00% | −9,722−40.4% | 減碼 |
| Goldstone Financial Group, LLC | 13,950 | $10.9 萬 | 0.03% | +13,950 | 新進 |
| D. E. Shaw & Co., Inc. | 13,629 | $10.6 萬 | 0.00% | +13,629 | 新進 |
| Comerica Bank | 9,682 | $7.55 萬 | 0.00% | −600−5.8% | 減碼 |
| Ronald Blue Trust, Inc. | 6,978 | $5.70 萬 | 0.00% | +6,978 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $4.56 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,822 | $3.76 萬 | 0.00% | +1,052+27.9% | 加碼 |
| Deutsche Bank AG | 4,712 | $3.68 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 3,299 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 3,102 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,674 | $2.09 萬 | 0.00% | +2,674 | 新進 |
| Wells Fargo & Company | 1,616 | $1.26 萬 | 0.00% | −1,307−44.7% | 減碼 |
| FMR LLC | 1,323 | $1.03 萬 | 0.00% | +1,321+66,050.0% | 加碼 |
| Royal Bank of Canada | 1,313 | $1.00 萬 | 0.00% | −1,100−45.6% | 減碼 |
| Center for Financial Planning, Inc. | 1,275 | $9,945 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 1,025 | $8,000 | 0.00% | +200+24.2% | 加碼 |
| Geneos Wealth Management Inc. | 1,000 | $7,800 | 0.00% | +1,000 | 新進 |
| VisionPoint Advisory Group, LLC | 434 | $3,385 | 0.00% | +434 | 新進 |
| Compass Wealth Management LLC | 165 | $1,287 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 175 | $1,000 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 216 | $1,000 | 0.00% | +112+107.7% | 加碼 |
| EntryPoint Capital, LLC | 17 | $133 | 0.00% | +17 | 新進 |
| Working Capital Advisors (UK) Ltd. | 0 | $0 | 0.00% | −985,238−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,230−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −21,712−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,708−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,031−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,944−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,353−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,367−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,077−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,902−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −769−100.0% | 清倉 |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −333−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −45−100.0% | 清倉 |