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 3 季 13F 持有人
Hagerty, Inc. 在 2025/9/30 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
- 98
- 較 2025 年第 2 季 +10 家
- 持有股數
- 8,972 萬
- 較 2025 年第 2 季 +1,364 萬 (+17.9%)
- 總市值
- $10.8 億
- 較 2025 年第 2 季 +$3.11 億 (+40.4%)
- 新進機構
- 18
- 另有 40 家加碼
- 清倉機構
- 8
- 另有 16 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 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 | $6.24 億 | 0.52% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 8,047,786 | $9,690 萬 | 0.07% | +2,490,359+44.8% | 加碼 |
| Polar Capital Holdings Plc | 5,817,416 | $7,004 萬 | 0.34% | +498,389+9.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 5,215,795 | $6,280 萬 | 0.04% | +5,161,415+9,491.4% | 加碼 |
| Vanguard Group Inc | 3,456,174 | $4,161 萬 | 0.00% | +843,433+32.3% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 3,108,000 | $3,745 萬 | 0.30% | 00.0% | 不變 |
| Greenhaven Road Investment Management, L.P. | 2,664,784 | $3,208 萬 | 13.24% | +853,245+47.1% | 加碼 |
| Pembroke Management, LTD | 2,261,203 | $2,722 萬 | 2.70% | +1,267,754+127.6% | 加碼 |
| Lincoln Capital LLC | 787,387 | $944.1 萬 | 1.77% | +180,078+29.7% | 加碼 |
| BlackRock, Inc. | 648,288 | $780.5 萬 | 0.00% | +178,777+38.1% | 加碼 |
| Royce & Associates LP | 525,000 | $632.1 萬 | 0.06% | 00.0% | 不變 |
| FMR LLC | 500,473 | $602.6 萬 | 0.00% | +500,447+1,924,796.2% | 加碼 |
| Geode Capital Management, LLC | 402,086 | $484.3 萬 | 0.00% | +147,452+57.9% | 加碼 |
| Scholtz & Company, LLC | 325,065 | $391.4 萬 | 1.72% | +84,775+35.3% | 加碼 |
| Garner Asset Management Corp | 281,825 | $339.3 萬 | 1.37% | +281,825 | 新進 |
| Woodline Partners LP | 277,315 | $333.9 萬 | 0.02% | +277,315 | 新進 |
| Confluence Investment Management LLC | 252,535 | $304.1 萬 | 0.04% | −27,384−9.8% | 減碼 |
| Morgan Stanley | 231,267 | $278.4 萬 | 0.00% | +156,294+208.5% | 加碼 |
| UBS Group AG | 216,186 | $260.3 萬 | 0.00% | +96,493+80.6% | 加碼 |
| Charles Schwab Investment Management Inc | 216,077 | $260.2 萬 | 0.00% | +79,972+58.8% | 加碼 |
| State Street Corp | 200,329 | $241.2 萬 | 0.00% | +62,075+44.9% | 加碼 |
| Gillson Capital LP | 175,000 | $210.7 萬 | 0.18% | +175,000 | 新進 |
| Oxford Financial Group Ltd | 170,000 | $204.7 萬 | 0.12% | +170,000 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 160,616 | $193.4 萬 | 0.01% | +1,547+1.0% | 加碼 |
| Dimensional Fund Advisors LP | 120,747 | $145.3 萬 | 0.00% | +24,972+26.1% | 加碼 |
| Renaissance Technologies LLC | 117,968 | $142.0 萬 | 0.00% | −5,200−4.2% | 減碼 |
| Raymond James Financial Inc | 114,585 | $138.0 萬 | 0.00% | +36,950+47.6% | 加碼 |
| Trexquant Investment LP | 112,405 | $135.3 萬 | 0.01% | +40,684+56.7% | 加碼 |
| LPL Financial LLC | 111,718 | $134.5 萬 | 0.00% | −3,765−3.3% | 減碼 |
| Northern Trust Corp | 105,139 | $126.6 萬 | 0.00% | +22,581+27.4% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $124.4 萬 | 0.20% | 00.0% | 不變 |
| Soros Fund Management LLC大師索羅斯基金管理 | 102,611 | $123.5 萬 | 0.02% | +102,611 | 新進 |
| Two Sigma Advisers, LP | 95,100 | $114.5 萬 | 0.00% | −35,839−27.4% | 減碼 |
| TD Asset Management Inc | 87,856 | $105.8 萬 | 0.00% | +87,856 | 新進 |
| D. E. Shaw & Co., Inc. | 80,279 | $96.7 萬 | 0.00% | +21,081+35.6% | 加碼 |
| Swiss National Bank | 76,660 | $92.3 萬 | 0.00% | +15,560+25.5% | 加碼 |
| Two Sigma Investments, LP | 69,042 | $83.1 萬 | 0.00% | −16,755−19.5% | 減碼 |
| Palisade Capital Management LLC | 62,063 | $74.7 萬 | 0.02% | +62,063 | 新進 |
| Vident Advisory, LLC | 59,938 | $72.2 萬 | 0.01% | +24,093+67.2% | 加碼 |
| 17 Capital Partners, LLC | 55,000 | $66.2 萬 | 0.36% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 45,216 | $54.4 萬 | 0.00% | −43,273−48.9% | 減碼 |
| California State Teachers Retirement System | 33,406 | $40.2 萬 | 0.00% | +10,214+44.0% | 加碼 |
| Royal Bank of Canada | 33,350 | $40.2 萬 | 0.00% | +5,990+21.9% | 加碼 |
| Legal & General Group Plc | 29,827 | $35.9 萬 | 0.00% | +5,975+25.1% | 加碼 |
| Meixler Investment Management, Ltd. | 29,115 | $35.1 萬 | 0.22% | −180−0.6% | 減碼 |
| Barclays PLC | 25,337 | $30.5 萬 | 0.00% | −6,456−20.3% | 減碼 |
| Corton Capital Inc. | 24,157 | $29.1 萬 | 0.72% | −2,850−10.6% | 減碼 |
| Bank of New York Mellon Corp | 22,053 | $26.6 萬 | 0.00% | +3,911+21.6% | 加碼 |
| HSBC Holdings PLC | 21,642 | $25.6 萬 | 0.00% | −3,213−12.9% | 減碼 |
| Goldstone Financial Group, LLC | 18,732 | $22.6 萬 | 0.03% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 18,638 | $22.4 萬 | 0.09% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 18,571 | $22.4 萬 | 0.09% | +18,571 | 新進 |
| Goldman Sachs Group Inc | 18,480 | $22.2 萬 | 0.00% | +4,666+33.8% | 加碼 |
| Janus Henderson Group PLC | 14,933 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 14,790 | $17.8 萬 | 0.15% | +10+0.1% | 加碼 |
| Kingsview Wealth Management, LLC | 13,227 | $15.9 萬 | 0.00% | +13,227 | 新進 |
| Steward Partners Investment Advisory, LLC | 13,027 | $15.7 萬 | 0.00% | +1,403+12.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 12,910 | $15.5 萬 | 0.00% | +12,910 | 新進 |
| Arizona State Retirement System | 11,713 | $14.1 萬 | 0.00% | +11,713 | 新進 |
| KLP Kapitalforvaltning AS | 10,500 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Caz Investments LP | 10,000 | $12.0 萬 | 0.22% | 00.0% | 不變 |
| Group One Trading, L.P. | 10,000 | $12.0 萬 | 0.00% | +1,900+23.5% | 加碼 |
| Globeflex Capital L P | 9,344 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $7.04 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 5,649 | $6.48 萬 | 0.00% | +700+14.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,131 | $6.18 萬 | 0.00% | +3,197+165.3% | 加碼 |
| Ancora Advisors, LLC | 4,483 | $5.40 萬 | 0.00% | −232−4.9% | 減碼 |
| Deutsche Bank AG | 4,378 | $5.27 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 3,102 | $3.73 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,050 | $3.67 萬 | 0.00% | +50+1.7% | 加碼 |
| Citigroup Inc | 2,424 | $2.92 萬 | 0.00% | −28,217−92.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,458 | $1.76 萬 | 0.00% | +497+51.7% | 加碼 |
| Trust Co of Vermont | 1,300 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 1,140 | $1.37 萬 | 0.00% | −7,431−86.7% | 減碼 |
| Clearstead Advisors, LLC | 1,127 | $1.36 萬 | 0.00% | +1,127 | 新進 |
| Geneos Wealth Management Inc. | 1,000 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 1,025 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 882 | $1.06 萬 | 0.00% | −2,200−71.4% | 減碼 |
| JPMorgan Chase & Co | 714 | $8,597 | 0.00% | −13,162−94.9% | 減碼 |
| Jones Financial Companies LLLP | 700 | $8,407 | 0.00% | +300+75.0% | 加碼 |
| Bare Financial Services, Inc | 206 | $2,480 | 0.00% | +153+288.7% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 175 | $2,107 | 0.00% | +101+136.5% | 加碼 |
| Atlantic Union Bankshares Corp | 150 | $1,806 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 131 | $1,577 | 0.00% | −547−80.7% | 減碼 |
| Ronald Blue Trust, Inc. | 105 | $1,264 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 100 | $1,204 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 100 | $1,204 | 0.00% | +100 | 新進 |
| Parallel Advisors, LLC | 34 | $409 | 0.00% | +34 | 新進 |
| Fortitude Family Office, LLC | 7 | $84 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 3 | $37 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 3 | $37 | 0.00% | +3 | 新進 |
| Bay Harbor Wealth Management, LLC | 3 | $36 | 0.00% | +1+50.0% | 加碼 |
| HFM Investment Advisors, LLC | 2 | $24 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 1 | $13 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 1 | $12 | 0.00% | +1 | 新進 |
| Hemington Wealth Management | 28 | $0 | 0.00% | +18+180.0% | 加碼 |
| Avion Wealth | 50 | $0 | 0.00% | +50 | 新進 |
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −85,836−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −37,424−100.0% | 清倉 |