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。
2025 年第 1 季 13F 持有人
Hagerty, Inc. 在 2025/3/31 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
- 88
- 較 2024 年第 4 季 −2 家
- 持有股數
- 7,583 萬
- 較 2024 年第 4 季 +63.7 萬 (+0.8%)
- 總市值
- $6.85 億
- 較 2024 年第 4 季 −$4,038 萬 (−5.6%)
- 新進機構
- 9
- 另有 24 家加碼
- 清倉機構
- 11
- 另有 26 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 |
2025 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 2024 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 | 51,800,000 | $4.68 億 | 0.43% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 5,468,793 | $4,944 萬 | 0.04% | +743,597+15.7% | 加碼 |
| Polar Capital Holdings Plc | 5,000,000 | $4,520 萬 | 0.28% | 00.0% | 不變 |
| Markel Group Inc.大師馬克爾集團 | 3,108,000 | $2,810 萬 | 0.25% | 00.0% | 不變 |
| Vanguard Group Inc | 2,633,193 | $2,380 萬 | 0.00% | −30,075−1.1% | 減碼 |
| Greenhaven Road Investment Management, L.P. | 1,360,506 | $1,230 萬 | 5.06% | +124,336+10.1% | 加碼 |
| Pembroke Management, LTD | 937,700 | $847.7 萬 | 1.24% | −15,727−1.6% | 減碼 |
| Lincoln Capital LLC | 555,286 | $475.3 萬 | 0.99% | +60,791+12.3% | 加碼 |
| Royce & Associates LP | 525,000 | $474.6 萬 | 0.05% | 00.0% | 不變 |
| Fenimore Asset Management Inc | 498,986 | $451.1 萬 | 0.10% | −451,536−47.5% | 減碼 |
| BlackRock, Inc. | 471,599 | $426.3 萬 | 0.00% | +10,759+2.3% | 加碼 |
| Garner Asset Management Corp | 321,825 | $290.9 萬 | 1.28% | +321,825 | 新進 |
| Confluence Investment Management LLC | 316,369 | $286.0 萬 | 0.04% | −20,731−6.1% | 減碼 |
| Geode Capital Management, LLC | 249,557 | $225.8 萬 | 0.00% | +8,630+3.6% | 加碼 |
| Renaissance Technologies LLC | 148,768 | $134.5 萬 | 0.00% | −45,128−23.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 142,768 | $129.1 萬 | 0.01% | +5,667+4.1% | 加碼 |
| State Street Corp | 138,264 | $125.0 萬 | 0.00% | +420+0.3% | 加碼 |
| Charles Schwab Investment Management Inc | 135,660 | $122.6 萬 | 0.00% | −4,377−3.1% | 減碼 |
| Two Sigma Advisers, LP | 134,700 | $121.8 萬 | 0.00% | −1,200−0.9% | 減碼 |
| Citadel Advisors LLC | 119,128 | $107.7 萬 | 0.00% | +62,792+111.5% | 加碼 |
| LPL Financial LLC | 115,618 | $104.5 萬 | 0.00% | +520+0.5% | 加碼 |
| Garde Capital, Inc. | 103,960 | $94.0 萬 | 0.05% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $93.4 萬 | 0.14% | 00.0% | 不變 |
| UBS Group AG | 100,755 | $91.1 萬 | 0.00% | +15,428+18.1% | 加碼 |
| Two Sigma Investments, LP | 97,103 | $87.8 萬 | 0.00% | −20,329−17.3% | 減碼 |
| Raymond James Financial Inc | 89,078 | $80.5 萬 | 0.00% | −1,989−2.2% | 減碼 |
| Dimensional Fund Advisors LP | 86,584 | $78.3 萬 | 0.00% | +24,550+39.6% | 加碼 |
| Trexquant Investment LP | 85,182 | $77.0 萬 | 0.01% | −12,075−12.4% | 減碼 |
| Northern Trust Corp | 82,379 | $74.5 萬 | 0.00% | −360−0.4% | 減碼 |
| Morgan Stanley | 65,779 | $59.5 萬 | 0.00% | −6,426−8.9% | 減碼 |
| UBS Asset Management Americas Inc | 64,205 | $58.0 萬 | 0.00% | 00.0% | 不變 |
| Swiss National Bank | 61,100 | $55.2 萬 | 0.00% | +8,100+15.3% | 加碼 |
| 17 Capital Partners, LLC | 55,000 | $49.7 萬 | 0.32% | 00.0% | 不變 |
| Janus Henderson Group PLC | 52,567 | $47.2 萬 | 0.00% | −4,127−7.3% | 減碼 |
| Vident Advisory, LLC | 44,220 | $40.0 萬 | 0.01% | −24,748−35.9% | 減碼 |
| Goldman Sachs Group Inc | 37,383 | $33.8 萬 | 0.00% | +7,459+24.9% | 加碼 |
| Ameriprise Financial Inc | 34,600 | $31.3 萬 | 0.00% | +2,250+7.0% | 加碼 |
| Barclays PLC | 31,881 | $28.8 萬 | 0.00% | +881+2.8% | 加碼 |
| Royal Bank of Canada | 30,116 | $27.2 萬 | 0.00% | −471−1.5% | 減碼 |
| Meixler Investment Management, Ltd. | 29,105 | $26.3 萬 | 0.18% | +630+2.2% | 加碼 |
| Epoch Investment Partners, Inc. | 28,720 | $26.0 萬 | 0.00% | −27,963−49.3% | 減碼 |
| Legal & General Group Plc | 25,148 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 24,855 | $22.6 萬 | 0.00% | −379−1.5% | 減碼 |
| California State Teachers Retirement System | 23,192 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 22,777 | $20.6 萬 | 0.00% | −6,362−21.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 22,551 | $20.4 萬 | 0.00% | −6,786−23.1% | 減碼 |
| Millennium Management LLC | 22,202 | $20.1 萬 | 0.00% | −20,647−48.2% | 減碼 |
| PDT Partners, LLC | 20,206 | $18.3 萬 | 0.01% | −6,658−24.8% | 減碼 |
| Goldstone Financial Group, LLC | 18,732 | $16.9 萬 | 0.03% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 18,638 | $16.8 萬 | 0.07% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 18,560 | $16.8 萬 | 0.00% | −267−1.4% | 減碼 |
| Marshall Wace, LLP | 16,333 | $14.8 萬 | 0.00% | +16,333 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,143 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 15,260 | $13.8 萬 | 0.13% | 00.0% | 不變 |
| HRT Financial LP | 13,072 | $11.8 萬 | 0.00% | +13,072 | 新進 |
| Virtu Financial LLC | 11,951 | $10.8 萬 | 0.01% | +11,951 | 新進 |
| Steward Partners Investment Advisory, LLC | 11,155 | $10.1 萬 | 0.00% | +830+8.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,239 | $9.26 萬 | 0.00% | +10,239 | 新進 |
| Caz Investments LP | 10,000 | $9.00 萬 | 0.65% | 00.0% | 不變 |
| Globeflex Capital L P | 9,344 | $8.45 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 5,845 | $5.28 萬 | 0.00% | +2,095+55.9% | 加碼 |
| Ancora Advisors, LLC | 4,715 | $4.26 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3,712 | $3.36 萬 | 0.00% | +2,346+171.7% | 加碼 |
| KLP Kapitalforvaltning AS | 3,200 | $2.89 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 3,102 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 3,082 | $2.79 萬 | 0.00% | −7,200−70.0% | 減碼 |
| Trust Co of Vermont | 1,300 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 1,278 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,194 | $1.08 萬 | 0.00% | +179+17.6% | 加碼 |
| Compass Wealth Management LLC | 1,165 | $1.05 萬 | 0.00% | +1,000+606.1% | 加碼 |
| Ronald Blue Trust, Inc. | 1,143 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,000 | $9,040 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 1,025 | $9,000 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 893 | $8,073 | 0.00% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 800 | $7,232 | 0.01% | 00.0% | 不變 |
| Consultiva Wealth Management, Corp. | 750 | $6,780 | 0.02% | +750 | 新進 |
| BNP Paribas Arbitrage, SA | 400 | $3,616 | 0.00% | −8,270−95.4% | 減碼 |
| Jones Financial Companies LLLP | 400 | $3,600 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 200 | $1,808 | 0.00% | +150+300.0% | 加碼 |
| Princeton Global Asset Management LLC | 150 | $1,356 | 0.00% | −150−50.0% | 減碼 |
| Sandy Spring Bank | 150 | $1,356 | 0.00% | 00.0% | 不變 |
| Sierra Ocean, LLC | 122 | $1,103 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 56 | $507 | 0.00% | +56 | 新進 |
| FMR LLC | 26 | $235 | 0.00% | −620−96.0% | 減碼 |
| Global Financial Private Client, LLC | 4 | $36 | 0.00% | +3+300.0% | 加碼 |
| HFM Investment Advisors, LLC | 1 | $10 | 0.00% | +1 | 新進 |
| Bay Harbor Wealth Management, LLC | 1 | $9 | 0.00% | +1 | 新進 |
| Hemington Wealth Management | 8 | $0 | 0.00% | +4+100.0% | 加碼 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,818−100.0% | 清倉 |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −18,640−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,149−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,308−100.0% | 清倉 |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −10,821−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −5,234−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,240−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Wells Fargo & Company | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |