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。
2024 年第 1 季 13F 持有人
Hagerty, Inc. 在 2024/3/31 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
- 76
- 較 2023 年第 4 季 +3 家
- 持有股數
- 6,970 萬
- 較 2023 年第 4 季 +45.9 萬 (+0.7%)
- 總市值
- $6.38 億
- 較 2023 年第 4 季 +$9,764 萬 (+18.1%)
- 新進機構
- 11
- 另有 26 家加碼
- 清倉機構
- 8
- 另有 18 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 |
2024 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 2023 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 | $4.58 億 | 0.41% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 5,000,000 | $4,575 萬 | 0.28% | +75,000+1.5% | 加碼 |
| Neuberger Berman Group LLC | 3,486,048 | $3,190 萬 | 0.03% | +113,792+3.4% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 3,000,000 | $2,745 萬 | 0.27% | 00.0% | 不變 |
| Vanguard Group Inc | 2,028,292 | $1,856 萬 | 0.00% | +21,331+1.1% | 加碼 |
| Greenhaven Road Investment Management, L.P. | 1,179,302 | $1,079 萬 | 4.57% | +136,062+13.0% | 加碼 |
| Fenimore Asset Management Inc | 950,766 | $870.0 萬 | 0.18% | +5,480+0.6% | 加碼 |
| Royce & Associates LP | 525,000 | $480.4 萬 | 0.04% | +25,000+5.0% | 加碼 |
| BlackRock Inc. | 457,829 | $418.9 萬 | 0.00% | −2,100−0.5% | 減碼 |
| Lincoln Capital LLC | 420,545 | $384.8 萬 | 0.86% | +91,782+27.9% | 加碼 |
| Confluence Investment Management LLC | 379,551 | $347.3 萬 | 0.05% | −29,317−7.2% | 減碼 |
| Geode Capital Management, LLC | 269,644 | $246.9 萬 | 0.00% | −3,051−1.1% | 減碼 |
| Charles Schwab Investment Management Inc | 145,793 | $133.4 萬 | 0.00% | +3,695+2.6% | 加碼 |
| Morgan Stanley | 141,360 | $129.3 萬 | 0.00% | +11,787+9.1% | 加碼 |
| State Street Corp | 127,148 | $116.3 萬 | 0.00% | −4,209−3.2% | 減碼 |
| LPL Financial LLC | 117,131 | $107.2 萬 | 0.00% | +9,000+8.3% | 加碼 |
| Millennium Management LLC | 113,730 | $104.1 萬 | 0.00% | −34,806−23.4% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $94.5 萬 | 0.16% | 00.0% | 不變 |
| Garde Capital, Inc. | 100,000 | $91.5 萬 | 0.06% | 00.0% | 不變 |
| Renaissance Technologies LLC | 89,000 | $81.4 萬 | 0.00% | +25,700+40.6% | 加碼 |
| Two Sigma Investments, LP | 76,119 | $69.6 萬 | 0.00% | +44,809+143.1% | 加碼 |
| Redmond Asset Management, LLC | 67,141 | $61.4 萬 | 0.20% | −2,144−3.1% | 減碼 |
| Northern Trust Corp | 66,561 | $60.9 萬 | 0.00% | −4,696−6.6% | 減碼 |
| Janus Henderson Group PLC | 62,079 | $56.8 萬 | 0.00% | −4,773−7.1% | 減碼 |
| Two Sigma Advisers, LP | 56,400 | $51.6 萬 | 0.00% | +56,400 | 新進 |
| Swiss National Bank | 50,000 | $45.8 萬 | 0.00% | 00.0% | 不變 |
| 17 Capital Partners, LLC | 50,000 | $45.8 萬 | 0.34% | 00.0% | 不變 |
| Citadel Advisors LLC | 48,714 | $44.6 萬 | 0.00% | +3,793+8.4% | 加碼 |
| Marshall Wace, LLP | 40,035 | $36.6 萬 | 0.00% | −14,040−26.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 37,050 | $33.9 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 32,167 | $29.4 萬 | 0.00% | +32+0.1% | 加碼 |
| Royal Bank of Canada | 29,231 | $26.7 萬 | 0.00% | +27,918+2,126.3% | 加碼 |
| HSBC Holdings PLC | 27,196 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 27,012 | $24.7 萬 | 0.00% | +13,383+98.2% | 加碼 |
| JPMorgan Chase & Co | 25,735 | $23.5 萬 | 0.00% | −2,084−7.5% | 減碼 |
| Credit Suisse AG | 25,080 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Meixler Investment Management, Ltd. | 24,325 | $22.3 萬 | 0.17% | +4,250+21.2% | 加碼 |
| Goldstone Financial Group, LLC | 23,197 | $21.2 萬 | 0.05% | +9,247+66.3% | 加碼 |
| UBS Group AG | 22,824 | $20.9 萬 | 0.00% | −3,192−12.3% | 減碼 |
| California State Teachers Retirement System | 22,786 | $20.8 萬 | 0.00% | +376+1.7% | 加碼 |
| UBS Asset Management Americas Inc | 20,855 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 20,727 | $19.0 萬 | 0.00% | +248+1.2% | 加碼 |
| Group One Trading, L.P. | 20,000 | $18.3 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 19,024 | $17.4 萬 | 0.00% | +2,528+15.3% | 加碼 |
| GWM Advisors LLC | 16,182 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 15,626 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 15,520 | $14.2 萬 | 0.13% | −1,400−8.3% | 減碼 |
| Squarepoint Ops LLC | 15,365 | $14.1 萬 | 0.00% | −22,994−59.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 15,063 | $13.8 萬 | 0.00% | +15,063 | 新進 |
| Caz Investments LP | 15,000 | $13.7 萬 | 0.27% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 10,934 | $10.0 萬 | 0.00% | +10,934 | 新進 |
| Gsa Capital Partners LLP | 10,610 | $9.70 萬 | 0.01% | −12,675−54.4% | 減碼 |
| Comerica Bank | 10,282 | $9.41 萬 | 0.00% | +600+6.2% | 加碼 |
| Bank of America Corp | 10,159 | $9.30 萬 | 0.00% | −4,211−29.3% | 減碼 |
| Citigroup Inc | 6,966 | $6.37 萬 | 0.00% | +6,966 | 新進 |
| Deutsche Bank AG | 6,142 | $5.62 萬 | 0.00% | +1,430+30.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $5.35 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,944 | $4.52 萬 | 0.00% | +122+2.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,256 | $2.98 萬 | 0.00% | +3,256 | 新進 |
| Huntington National Bank | 3,102 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,397 | $1.20 萬 | 0.00% | +1,181+546.8% | 加碼 |
| Center for Financial Planning, Inc. | 1,275 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,000 | $9,150 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,000 | $9,150 | 0.00% | +1,000 | 新進 |
| GW&K Investment Management, LLC | 1,025 | $9,000 | 0.00% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 800 | $7,320 | 0.00% | +800 | 新進 |
| VisionPoint Advisory Group, LLC | 718 | $6,570 | 0.00% | +284+65.4% | 加碼 |
| Wells Fargo & Company | 585 | $5,353 | 0.00% | −1,031−63.8% | 減碼 |
| Advisor Group Holdings, Inc. | 425 | $3,889 | 0.00% | −30,946−98.6% | 減碼 |
| Centerpoint Advisors, LLC | 175 | $2,000 | 0.00% | 00.0% | 不變 |
| Compass Wealth Management LLC | 165 | $1,510 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 150 | $1,373 | 0.00% | +150 | 新進 |
| EverSource Wealth Advisors, LLC | 62 | $555 | 0.00% | +62 | 新進 |
| FMR LLC | 23 | $210 | 0.00% | −1,300−98.3% | 減碼 |
| Macquarie Group Ltd | 533 | $5 | 0.00% | +533 | 新進 |
| Capital Advisors, Ltd. LLC | 17 | $0 | 0.00% | +17 | 新進 |
| Grand Wealth Management, LLC | 0 | $0 | 0.00% | −24,234−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −18,551−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −15,839−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −14,701−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −6,978−100.0% | 清倉 |
| Rhumbline Advisers | 0 | $0 | 0.00% | −3,299−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,674−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |