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 4 季 13F 持有人
Hagerty, Inc. 在 2024/12/31 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
- 90
- 較 2024 年第 3 季 +13 家
- 持有股數
- 7,519 萬
- 較 2024 年第 3 季 +136.6 萬 (+1.9%)
- 總市值
- $7.26 億
- 較 2024 年第 3 季 −$2,522 萬 (−3.4%)
- 新進機構
- 20
- 另有 26 家加碼
- 清倉機構
- 7
- 另有 26 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 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 | 51,800,000 | $5.00 億 | 0.46% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 5,000,000 | $4,825 萬 | 0.27% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 4,725,196 | $4,560 萬 | 0.04% | +483,324+11.4% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 3,108,000 | $2,999 萬 | 0.26% | +108,000+3.6% | 加碼 |
| Vanguard Group Inc | 2,663,268 | $2,570 萬 | 0.00% | −202,033−7.1% | 減碼 |
| Greenhaven Road Investment Management, L.P. | 1,236,170 | $1,193 萬 | 4.61% | −272,278−18.1% | 減碼 |
| Pembroke Management, LTD | 953,427 | $920.1 萬 | 1.15% | +953,427 | 新進 |
| Fenimore Asset Management Inc | 950,522 | $917.3 萬 | 0.19% | −4,854−0.5% | 減碼 |
| Royce & Associates LP | 525,000 | $506.6 萬 | 0.05% | 00.0% | 不變 |
| Lincoln Capital LLC | 494,495 | $477.2 萬 | 1.00% | +31,068+6.7% | 加碼 |
| BlackRock, Inc. | 460,840 | $444.7 萬 | 0.00% | +3,048+0.7% | 加碼 |
| Confluence Investment Management LLC | 337,100 | $325.3 萬 | 0.05% | −14,830−4.2% | 減碼 |
| Geode Capital Management, LLC | 240,927 | $232.7 萬 | 0.00% | −6,522−2.6% | 減碼 |
| Renaissance Technologies LLC | 193,896 | $187.1 萬 | 0.00% | +34,500+21.6% | 加碼 |
| Charles Schwab Investment Management Inc | 140,037 | $135.1 萬 | 0.00% | +8,258+6.3% | 加碼 |
| State Street Corp | 137,844 | $133.0 萬 | 0.00% | +10,728+8.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 137,101 | $132.3 萬 | 0.01% | +39,958+41.1% | 加碼 |
| Two Sigma Advisers, LP | 135,900 | $131.1 萬 | 0.00% | −3,000−2.2% | 減碼 |
| Two Sigma Investments, LP | 117,432 | $113.3 萬 | 0.00% | −4,363−3.6% | 減碼 |
| LPL Financial LLC | 115,098 | $111.1 萬 | 0.00% | −200−0.2% | 減碼 |
| Garde Capital, Inc. | 103,960 | $100.3 萬 | 0.07% | +3,960+4.0% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $99.7 萬 | 0.17% | +103,300 | 新進 |
| Trexquant Investment LP | 97,257 | $93.9 萬 | 0.01% | +48,742+100.5% | 加碼 |
| Raymond James Financial Inc | 91,067 | $87.9 萬 | 0.00% | +91,067 | 新進 |
| UBS Group AG | 85,327 | $82.3 萬 | 0.00% | +58,439+217.3% | 加碼 |
| Northern Trust Corp | 82,739 | $79.8 萬 | 0.00% | −10,568−11.3% | 減碼 |
| Morgan Stanley | 72,205 | $69.7 萬 | 0.00% | +5,473+8.2% | 加碼 |
| Vident Advisory, LLC | 68,968 | $66.6 萬 | 0.01% | −2,197−3.1% | 減碼 |
| UBS Asset Management Americas Inc | 64,205 | $62.0 萬 | 0.00% | +4,575+7.7% | 加碼 |
| Dimensional Fund Advisors LP | 62,034 | $59.9 萬 | 0.00% | +42,967+225.3% | 加碼 |
| Epoch Investment Partners, Inc. | 56,683 | $54.7 萬 | 0.00% | +56,683 | 新進 |
| Janus Henderson Group PLC | 56,694 | $54.7 萬 | 0.00% | −875−1.5% | 減碼 |
| Citadel Advisors LLC | 56,336 | $54.4 萬 | 0.00% | −70,458−55.6% | 減碼 |
| 17 Capital Partners, LLC | 55,000 | $53.1 萬 | 0.34% | 00.0% | 不變 |
| Swiss National Bank | 53,000 | $51.1 萬 | 0.00% | +3,000+6.0% | 加碼 |
| Millennium Management LLC | 42,849 | $41.3 萬 | 0.00% | −69,777−62.0% | 減碼 |
| Ameriprise Financial Inc | 32,350 | $31.2 萬 | 0.00% | +600+1.9% | 加碼 |
| Barclays PLC | 31,000 | $29.9 萬 | 0.00% | −675−2.1% | 減碼 |
| Royal Bank of Canada | 30,587 | $29.5 萬 | 0.00% | −390−1.3% | 減碼 |
| Goldman Sachs Group Inc | 29,924 | $28.9 萬 | 0.00% | −10,532−26.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 29,337 | $28.3 萬 | 0.00% | −12,421−29.7% | 減碼 |
| JPMorgan Chase & Co | 29,139 | $28.1 萬 | 0.00% | +27,864+2,185.4% | 加碼 |
| Meixler Investment Management, Ltd. | 28,475 | $27.5 萬 | 0.20% | +1,020+3.7% | 加碼 |
| PDT Partners, LLC | 26,864 | $25.9 萬 | 0.02% | +8,699+47.9% | 加碼 |
| Legal & General Group Plc | 25,148 | $24.3 萬 | 0.00% | +9,522+60.9% | 加碼 |
| HSBC Holdings PLC | 25,234 | $24.2 萬 | 0.00% | −1,521−5.7% | 減碼 |
| Jane Street Group, LLC | 23,818 | $23.0 萬 | 0.00% | +23,818 | 新進 |
| California State Teachers Retirement System | 23,192 | $22.4 萬 | 0.00% | +751+3.3% | 加碼 |
| Bank of New York Mellon Corp | 18,827 | $18.2 萬 | 0.00% | +18,827 | 新進 |
| Goldstone Financial Group, LLC | 18,732 | $18.1 萬 | 0.03% | −4,465−19.2% | 減碼 |
| Lakewood Asset Management LLC | 18,640 | $18.0 萬 | 0.12% | +397+2.2% | 加碼 |
| Painted Porch Advisors LLC | 18,638 | $18.0 萬 | 0.09% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,143 | $15.6 萬 | 0.00% | +10,296+176.1% | 加碼 |
| MeadowBrook Investment Advisors LLC | 15,260 | $14.7 萬 | 0.13% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 13,149 | $12.7 萬 | 0.00% | −27,483−67.6% | 減碼 |
| XTX Topco Ltd | 12,308 | $11.9 萬 | 0.01% | +12,308 | 新進 |
| Voya Investment Management LLC | 10,821 | $10.4 萬 | 0.00% | +10,821 | 新進 |
| Steward Partners Investment Advisory, LLC | 10,325 | $9.96 萬 | 0.00% | +2,726+35.9% | 加碼 |
| Comerica Bank | 10,282 | $9.92 萬 | 0.00% | 00.0% | 不變 |
| Caz Investments LP | 10,000 | $9.70 萬 | 0.14% | −15,000−60.0% | 減碼 |
| North Star Investment Management Corp. | 10,000 | $9.65 萬 | 0.01% | +10,000 | 新進 |
| Globeflex Capital L P | 9,344 | $9.02 萬 | 0.01% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 8,670 | $8.37 萬 | 0.00% | +8,670 | 新進 |
| R Squared Ltd | 5,234 | $5.05 萬 | 0.05% | +5,234 | 新進 |
| Ancora Advisors, LLC | 4,715 | $4.55 萬 | 0.00% | +4,715 | 新進 |
| Bank of America Corp | 3,750 | $3.62 萬 | 0.00% | −38−1.0% | 減碼 |
| KLP Kapitalforvaltning AS | 3,200 | $3.09 萬 | 0.00% | +3,200 | 新進 |
| Huntington National Bank | 3,102 | $2.99 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 2,240 | $2.10 萬 | 0.00% | −1,553−40.9% | 減碼 |
| Citigroup Inc | 1,366 | $1.32 萬 | 0.00% | +14+1.0% | 加碼 |
| Trust Co of Vermont | 1,300 | $1.25 萬 | 0.00% | +1,300 | 新進 |
| Center for Financial Planning, Inc. | 1,278 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,143 | $1.10 萬 | 0.00% | −9,399−89.2% | 減碼 |
| GW&K Investment Management, LLC | 1,025 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,015 | $9,795 | 0.00% | +77+8.2% | 加碼 |
| Geneos Wealth Management Inc. | 1,000 | $9,650 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 893 | $8,617 | 0.00% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 800 | $7,720 | 0.01% | +800 | 新進 |
| FMR LLC | 646 | $6,234 | 0.00% | −6,080−90.4% | 減碼 |
| Jones Financial Companies LLLP | 400 | $3,860 | 0.00% | +400 | 新進 |
| Princeton Global Asset Management LLC | 300 | $2,895 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 200 | $1,930 | 0.00% | −1,683−89.4% | 減碼 |
| Compass Wealth Management LLC | 165 | $1,593 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 150 | $1,448 | 0.00% | 00.0% | 不變 |
| Sierra Ocean, LLC | 122 | $1,177 | 0.00% | +122 | 新進 |
| Wells Fargo & Company | 52 | $502 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 50 | $483 | 0.00% | +50 | 新進 |
| Farther Finance Advisors, LLC | 1 | $10 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 1 | $10 | 0.00% | +1 | 新進 |
| Hemington Wealth Management | 4 | $0 | 0.00% | +4 | 新進 |
| Redmond Asset Management, LLC | 0 | $0 | 0.00% | −59,946−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,262−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −17,876−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −16,182−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −16,126−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |