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 2 季 13F 持有人
Hagerty, Inc. 在 2024/6/30 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
- 74
- 較 2024 年第 1 季 −1 家
- 持有股數
- 7,109 萬
- 較 2024 年第 1 季 +141.3 萬 (+2.0%)
- 總市值
- $7.39 億
- 較 2024 年第 1 季 +$1.02 億 (+16.0%)
- 新進機構
- 11
- 另有 22 家加碼
- 清倉機構
- 12
- 另有 20 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 |
2024 年第 2 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 2024 年第 1 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 | $5.20 億 | 0.47% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 5,000,000 | $5,200 萬 | 0.31% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 4,114,737 | $4,279 萬 | 0.04% | +628,689+18.0% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 3,000,000 | $3,120 萬 | 0.31% | 00.0% | 不變 |
| Vanguard Group Inc | 2,839,661 | $2,953 萬 | 0.00% | +811,369+40.0% | 加碼 |
| Greenhaven Road Investment Management, L.P. | 1,179,302 | $1,226 萬 | 5.68% | 00.0% | 不變 |
| Fenimore Asset Management Inc | 956,676 | $994.9 萬 | 0.22% | +5,910+0.6% | 加碼 |
| Royce & Associates LP | 525,000 | $546.0 萬 | 0.05% | 00.0% | 不變 |
| BlackRock Inc. | 456,355 | $474.6 萬 | 0.00% | −1,474−0.3% | 減碼 |
| Lincoln Capital LLC | 430,944 | $448.2 萬 | 1.00% | +10,399+2.5% | 加碼 |
| Confluence Investment Management LLC | 362,936 | $377.5 萬 | 0.05% | −16,615−4.4% | 減碼 |
| Geode Capital Management, LLC | 256,720 | $267.2 萬 | 0.00% | −12,924−4.8% | 減碼 |
| Charles Schwab Investment Management Inc | 132,775 | $138.1 萬 | 0.00% | −13,018−8.9% | 減碼 |
| State Street Corp | 127,125 | $132.2 萬 | 0.00% | −230.0% | 減碼 |
| Two Sigma Investments, LP | 116,202 | $120.9 萬 | 0.00% | +40,083+52.7% | 加碼 |
| LPL Financial LLC | 115,531 | $120.2 萬 | 0.00% | −1,600−1.4% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $107.4 萬 | 0.18% | 00.0% | 不變 |
| Garde Capital, Inc. | 100,000 | $104.0 萬 | 0.07% | 00.0% | 不變 |
| Northern Trust Corp | 98,100 | $102.0 萬 | 0.00% | +31,539+47.4% | 加碼 |
| Renaissance Technologies LLC | 84,196 | $87.6 萬 | 0.00% | −4,804−5.4% | 減碼 |
| Two Sigma Advisers, LP | 82,400 | $85.7 萬 | 0.00% | +26,000+46.1% | 加碼 |
| UBS Asset Management Americas Inc | 66,553 | $69.2 萬 | 0.00% | +45,698+219.1% | 加碼 |
| Redmond Asset Management, LLC | 61,446 | $63.9 萬 | 0.21% | −5,695−8.5% | 減碼 |
| Janus Henderson Group PLC | 58,514 | $60.9 萬 | 0.00% | −3,565−5.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 57,823 | $60.1 萬 | 0.00% | +20,773+56.1% | 加碼 |
| Morgan Stanley | 51,128 | $53.2 萬 | 0.00% | −90,232−63.8% | 減碼 |
| Swiss National Bank | 50,000 | $52.0 萬 | 0.00% | 00.0% | 不變 |
| 17 Capital Partners, LLC | 50,000 | $52.0 萬 | 0.37% | 00.0% | 不變 |
| Citadel Advisors LLC | 34,726 | $36.1 萬 | 0.00% | −13,988−28.7% | 減碼 |
| Goldman Sachs Group Inc | 32,589 | $33.9 萬 | 0.00% | +11,862+57.2% | 加碼 |
| Vident Advisory, LLC | 32,527 | $33.8 萬 | 0.01% | +13,503+71.0% | 加碼 |
| Raymond James & Associates | 32,500 | $33.8 萬 | 0.00% | +32,500 | 新進 |
| Ameriprise Financial Inc | 31,750 | $33.0 萬 | 0.00% | +31,750 | 新進 |
| Royal Bank of Canada | 29,473 | $30.6 萬 | 0.00% | +242+0.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 27,040 | $28.1 萬 | 0.00% | +28+0.1% | 加碼 |
| HSBC Holdings PLC | 27,198 | $28.1 萬 | 0.00% | +20.0% | 加碼 |
| Barclays PLC | 25,743 | $26.8 萬 | 0.00% | −6,424−20.0% | 減碼 |
| Meixler Investment Management, Ltd. | 25,025 | $26.0 萬 | 0.20% | +700+2.9% | 加碼 |
| Goldstone Financial Group, LLC | 23,197 | $24.1 萬 | 0.05% | 00.0% | 不變 |
| California State Teachers Retirement System | 22,860 | $23.8 萬 | 0.00% | +74+0.3% | 加碼 |
| Millennium Management LLC | 21,862 | $22.7 萬 | 0.00% | −91,868−80.8% | 減碼 |
| UBS Group AG | 20,805 | $21.6 萬 | 0.00% | −2,019−8.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 20,403 | $21.2 萬 | 0.00% | +5,340+35.5% | 加碼 |
| Jane Street Group, LLC | 17,875 | $18.6 萬 | 0.00% | +17,875 | 新進 |
| GWM Advisors LLC | 16,182 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 15,626 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 15,534 | $16.2 萬 | 0.01% | +15,534 | 新進 |
| MeadowBrook Investment Advisors LLC | 15,380 | $16.0 萬 | 0.15% | −140−0.9% | 減碼 |
| Caz Investments LP | 15,000 | $15.6 萬 | 0.23% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 13,353 | $13.9 萬 | 0.00% | +13,353 | 新進 |
| Trexquant Investment LP | 10,656 | $11.1 萬 | 0.00% | +10,656 | 新進 |
| Occudo Quantitative Strategies LP | 10,554 | $11.0 萬 | 0.02% | +10,554 | 新進 |
| Algert Global LLC | 10,401 | $10.8 萬 | 0.00% | +10,401 | 新進 |
| Susquehanna International Group, LLP | 10,396 | $10.8 萬 | 0.00% | +10,396 | 新進 |
| Comerica Bank | 10,282 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 8,341 | $8.67 萬 | 0.05% | +8,341 | 新進 |
| Bank of America Corp | 7,413 | $7.71 萬 | 0.00% | −2,746−27.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,942 | $6.18 萬 | 0.00% | +998+20.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $6.08 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,784 | $3.46 萬 | 0.00% | +3,784 | 新進 |
| Huntington National Bank | 3,102 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,887 | $3.00 萬 | 0.00% | −369−11.3% | 減碼 |
| Center for Financial Planning, Inc. | 1,278 | $1.33 萬 | 0.00% | +3+0.2% | 加碼 |
| GW&K Investment Management, LLC | 1,025 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,000 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 910 | $1.01 萬 | 0.00% | +848+1,367.7% | 加碼 |
| VisionPoint Advisory Group, LLC | 896 | $9,318 | 0.00% | +178+24.8% | 加碼 |
| Deutsche Bank AG | 889 | $9,246 | 0.00% | −5,253−85.5% | 減碼 |
| Catalyst Funds Management Pty Ltd | 600 | $6,240 | 0.00% | −200−25.0% | 減碼 |
| Wells Fargo & Company | 400 | $4,160 | 0.00% | −185−31.6% | 減碼 |
| Centerpoint Advisors, LLC | 175 | $2,000 | 0.00% | 00.0% | 不變 |
| Compass Wealth Management LLC | 165 | $1,716 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 150 | $1,560 | 0.00% | 00.0% | 不變 |
| FMR LLC | 26 | $270 | 0.00% | +3+13.0% | 加碼 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −40,035−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −25,735−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,365−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,934−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,610−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −6,966−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,397−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −533−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |