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 2 季 13F 持有人
Hagerty, Inc. 在 2025/6/30 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
- 89
- 較 2025 年第 1 季 +2 家
- 持有股數
- 7,608 萬
- 較 2025 年第 1 季 +25.0 萬 (+0.3%)
- 總市值
- $7.69 億
- 較 2025 年第 1 季 +$8,394 萬 (+12.2%)
- 新進機構
- 15
- 另有 27 家加碼
- 清倉機構
- 13
- 另有 25 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 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 | 51,800,000 | $5.24 億 | 0.46% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 5,557,427 | $5,619 萬 | 0.04% | +88,634+1.6% | 加碼 |
| Polar Capital Holdings Plc | 5,319,027 | $5,378 萬 | 0.28% | +319,027+6.4% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 3,108,000 | $3,142 萬 | 0.27% | 00.0% | 不變 |
| Vanguard Group Inc | 2,612,741 | $2,641 萬 | 0.00% | −20,452−0.8% | 減碼 |
| Greenhaven Road Investment Management, L.P. | 1,811,539 | $1,831 萬 | 6.43% | +451,033+33.2% | 加碼 |
| Pembroke Management, LTD | 993,449 | $1,004 萬 | 1.21% | +55,749+5.9% | 加碼 |
| Lincoln Capital LLC | 607,309 | $614.0 萬 | 1.18% | +52,023+9.4% | 加碼 |
| Royce & Associates LP | 525,000 | $530.8 萬 | 0.05% | 00.0% | 不變 |
| BlackRock, Inc. | 469,511 | $474.7 萬 | 0.00% | −2,088−0.4% | 減碼 |
| Confluence Investment Management LLC | 279,919 | $283.0 萬 | 0.04% | −36,450−11.5% | 減碼 |
| Geode Capital Management, LLC | 254,634 | $257.6 萬 | 0.00% | +5,077+2.0% | 加碼 |
| Scholtz & Company, LLC | 240,290 | $242.9 萬 | 1.07% | +240,290 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 159,069 | $160.8 萬 | 0.01% | +16,301+11.4% | 加碼 |
| State Street Corp | 138,254 | $139.8 萬 | 0.00% | −100.0% | 減碼 |
| Charles Schwab Investment Management Inc | 136,105 | $137.6 萬 | 0.00% | +445+0.3% | 加碼 |
| Two Sigma Advisers, LP | 130,939 | $132.4 萬 | 0.00% | −3,761−2.8% | 減碼 |
| Renaissance Technologies LLC | 123,168 | $124.5 萬 | 0.00% | −25,600−17.2% | 減碼 |
| UBS Group AG | 119,693 | $121.0 萬 | 0.00% | +18,938+18.8% | 加碼 |
| LPL Financial LLC | 115,483 | $116.8 萬 | 0.00% | −135−0.1% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $104.4 萬 | 0.16% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 95,775 | $96.8 萬 | 0.00% | +9,191+10.6% | 加碼 |
| UBS Asset Management Americas Inc | 88,489 | $89.5 萬 | 0.00% | +24,284+37.8% | 加碼 |
| Citadel Advisors LLC | 85,836 | $86.8 萬 | 0.00% | −33,292−27.9% | 減碼 |
| Two Sigma Investments, LP | 85,797 | $86.7 萬 | 0.00% | −11,306−11.6% | 減碼 |
| Northern Trust Corp | 82,558 | $83.5 萬 | 0.00% | +179+0.2% | 加碼 |
| Raymond James Financial Inc | 77,635 | $78.5 萬 | 0.00% | −11,443−12.8% | 減碼 |
| Morgan Stanley | 74,973 | $75.8 萬 | 0.00% | +9,194+14.0% | 加碼 |
| Trexquant Investment LP | 71,721 | $72.5 萬 | 0.01% | −13,461−15.8% | 減碼 |
| Swiss National Bank | 61,100 | $61.8 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 59,198 | $59.8 萬 | 0.00% | +36,647+162.5% | 加碼 |
| 17 Capital Partners, LLC | 55,000 | $55.6 萬 | 0.32% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 54,380 | $55.0 萬 | 0.00% | +54,380 | 新進 |
| Millennium Management LLC | 37,424 | $37.8 萬 | 0.00% | +15,222+68.6% | 加碼 |
| Vident Advisory, LLC | 35,845 | $36.2 萬 | 0.00% | −8,375−18.9% | 減碼 |
| Ameriprise Financial Inc | 32,968 | $33.3 萬 | 0.00% | −1,632−4.7% | 減碼 |
| Barclays PLC | 31,793 | $32.1 萬 | 0.00% | −88−0.3% | 減碼 |
| Citigroup Inc | 30,641 | $31.0 萬 | 0.00% | +26,929+725.5% | 加碼 |
| Meixler Investment Management, Ltd. | 29,295 | $29.6 萬 | 0.20% | +190+0.7% | 加碼 |
| Epoch Investment Partners, Inc. | 28,720 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 27,360 | $27.5 萬 | 0.00% | −2,756−9.2% | 減碼 |
| Corton Capital Inc. | 27,007 | $27.3 萬 | 0.32% | +27,007 | 新進 |
| HSBC Holdings PLC | 24,855 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 23,852 | $24.1 萬 | 0.00% | −1,296−5.2% | 減碼 |
| California State Teachers Retirement System | 23,192 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Marshall Wace, LLP | 22,405 | $22.7 萬 | 0.00% | +6,072+37.2% | 加碼 |
| Goldstone Financial Group, LLC | 18,732 | $19.1 萬 | 0.03% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 18,638 | $18.8 萬 | 0.08% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 18,142 | $18.3 萬 | 0.00% | −418−2.3% | 減碼 |
| Janus Henderson Group PLC | 14,933 | $15.0 萬 | 0.00% | −37,634−71.6% | 減碼 |
| MeadowBrook Investment Advisors LLC | 14,780 | $14.9 萬 | 0.14% | −480−3.1% | 減碼 |
| JPMorgan Chase & Co | 13,876 | $14.0 萬 | 0.00% | −8,901−39.1% | 減碼 |
| Goldman Sachs Group Inc | 13,814 | $14.0 萬 | 0.00% | −23,569−63.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 11,624 | $11.8 萬 | 0.00% | +469+4.2% | 加碼 |
| KLP Kapitalforvaltning AS | 10,500 | $10.6 萬 | 0.00% | +7,300+228.1% | 加碼 |
| Caz Investments LP | 10,000 | $10.1 萬 | 0.57% | 00.0% | 不變 |
| Globeflex Capital L P | 9,344 | $9.45 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 8,571 | $8.67 萬 | 0.00% | +2,726+46.6% | 加碼 |
| Group One Trading, L.P. | 8,100 | $8.19 萬 | 0.00% | +8,100 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $5.91 萬 | 0.00% | −10,296−63.8% | 減碼 |
| Advisor Group Holdings, Inc. | 4,949 | $5.00 萬 | 0.00% | +4,749+2,374.5% | 加碼 |
| Ancora Advisors, LLC | 4,715 | $4.77 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 4,378 | $4.43 萬 | 0.00% | +3,485+390.3% | 加碼 |
| Huntington National Bank | 3,102 | $3.14 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 3,082 | $3.12 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,000 | $3.03 萬 | 0.00% | +3,000 | 新進 |
| BNP Paribas Arbitrage, SA | 1,934 | $1.96 萬 | 0.00% | +1,534+383.5% | 加碼 |
| Trust Co of Vermont | 1,300 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,000 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 1,025 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 961 | $9,716 | 0.00% | −233−19.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 678 | $6,855 | 0.00% | +678 | 新進 |
| Jones Financial Companies LLLP | 400 | $4,072 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 200 | $2,022 | 0.00% | +200 | 新進 |
| Atlantic Union Bankshares Corp | 150 | $1,517 | 0.00% | +150 | 新進 |
| Sierra Ocean, LLC | 122 | $1,233 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 105 | $1,062 | 0.00% | −1,038−90.8% | 減碼 |
| Wells Fargo & Company | 100 | $1,011 | 0.00% | +100 | 新進 |
| Aster Capital Management (DIFC) Ltd | 74 | $748 | 0.00% | +74 | 新進 |
| Bare Financial Services, Inc | 53 | $536 | 0.00% | +53 | 新進 |
| Parkworth Wealth Management, Inc. | 30 | $303 | 0.00% | +30 | 新進 |
| FMR LLC | 26 | $263 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 7 | $71 | 0.00% | +7 | 新進 |
| Center for Financial Planning, Inc. | 3 | $31 | 0.00% | −1,275−99.8% | 減碼 |
| HFM Investment Advisors, LLC | 2 | $20 | 0.00% | +1+100.0% | 加碼 |
| Bay Harbor Wealth Management, LLC | 2 | $20 | 0.00% | +1+100.0% | 加碼 |
| Rialto Wealth Management, LLC | 1 | $11 | 0.00% | +1 | 新進 |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% | +1 | 新進 |
| Hemington Wealth Management | 10 | $0 | 0.00% | +2+25.0% | 加碼 |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −498,986−100.0% | 清倉 |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −321,825−100.0% | 清倉 |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −103,960−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −20,206−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −13,072−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,951−100.0% | 清倉 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −10,239−100.0% | 清倉 |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −1,165−100.0% | 清倉 |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Consultiva Wealth Management, Corp. | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |