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 4 季 13F 持有人
Hagerty, Inc. 在 2025/12/31 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
- 116
- 較 2025 年第 3 季 +20 家
- 持有股數
- 8,987 萬
- 較 2025 年第 3 季 +17.3 萬 (+0.2%)
- 總市值
- $12.1 億
- 較 2025 年第 3 季 +$1.28 億 (+11.8%)
- 新進機構
- 29
- 另有 26 家加碼
- 清倉機構
- 9
- 另有 33 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 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 | $6.96 億 | 0.55% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 8,269,620 | $1.11 億 | 0.08% | +221,834+2.8% | 加碼 |
| Polar Capital Holdings Plc | 5,767,416 | $7,751 萬 | 0.35% | −50,000−0.9% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 5,156,899 | $6,931 萬 | 0.04% | −58,896−1.1% | 減碼 |
| Vanguard Group Inc | 3,415,742 | $4,591 萬 | 0.00% | −40,432−1.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 3,108,000 | $4,177 萬 | 0.33% | 00.0% | 不變 |
| Greenhaven Road Investment Management, L.P. | 2,616,654 | $3,517 萬 | 15.24% | −48,130−1.8% | 減碼 |
| Pembroke Management, LTD | 2,226,961 | $2,993 萬 | 3.09% | −34,242−1.5% | 減碼 |
| Lincoln Capital LLC | 812,858 | $1,092 萬 | 1.98% | +25,471+3.2% | 加碼 |
| BlackRock, Inc. | 671,924 | $903.1 萬 | 0.00% | +23,636+3.6% | 加碼 |
| Royce & Associates LP | 525,000 | $705.6 萬 | 0.07% | 00.0% | 不變 |
| Geode Capital Management, LLC | 398,144 | $535.4 萬 | 0.00% | −3,942−1.0% | 減碼 |
| FMR LLC | 347,773 | $467.4 萬 | 0.00% | −152,700−30.5% | 減碼 |
| Morgan Stanley | 332,819 | $447.3 萬 | 0.00% | +101,552+43.9% | 加碼 |
| Scholtz & Company, LLC | 323,315 | $434.5 萬 | 1.89% | −1,750−0.5% | 減碼 |
| Woodline Partners LP | 252,530 | $339.4 萬 | 0.01% | −24,785−8.9% | 減碼 |
| State Street Corp | 230,786 | $310.2 萬 | 0.00% | +30,457+15.2% | 加碼 |
| Charles Schwab Investment Management Inc | 215,830 | $290.1 萬 | 0.00% | −247−0.1% | 減碼 |
| Gillson Capital LP | 202,012 | $271.5 萬 | 0.18% | +27,012+15.4% | 加碼 |
| Confluence Investment Management LLC | 196,920 | $264.7 萬 | 0.04% | −55,615−22.0% | 減碼 |
| UBS Group AG | 192,631 | $258.9 萬 | 0.00% | −23,555−10.9% | 減碼 |
| Dimensional Fund Advisors LP | 181,448 | $243.9 萬 | 0.00% | +60,701+50.3% | 加碼 |
| Oxford Financial Group Ltd | 170,000 | $228.5 萬 | 0.13% | 00.0% | 不變 |
| National Philanthropic Trust | 150,000 | $201.6 萬 | 0.02% | +150,000 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 146,228 | $196.5 萬 | 0.01% | −14,388−9.0% | 減碼 |
| Raymond James Financial Inc | 119,885 | $161.1 萬 | 0.00% | +5,300+4.6% | 加碼 |
| Trexquant Investment LP | 115,277 | $154.9 萬 | 0.01% | +2,872+2.6% | 加碼 |
| LPL Financial LLC | 115,039 | $154.6 萬 | 0.00% | +3,321+3.0% | 加碼 |
| Brown Advisory Inc | 109,000 | $146.5 萬 | 0.00% | +109,000 | 新進 |
| Northern Trust Corp | 104,020 | $139.8 萬 | 0.00% | −1,119−1.1% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $138.8 萬 | 0.21% | 00.0% | 不變 |
| Two Sigma Investments, LP | 92,689 | $124.6 萬 | 0.00% | +23,647+34.3% | 加碼 |
| Renaissance Technologies LLC | 87,968 | $118.2 萬 | 0.00% | −30,000−25.4% | 減碼 |
| TD Asset Management Inc | 87,856 | $118.1 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 80,380 | $108.0 萬 | 0.00% | +101+0.1% | 加碼 |
| Swiss National Bank | 79,260 | $106.5 萬 | 0.00% | +2,600+3.4% | 加碼 |
| Two Sigma Advisers, LP | 79,200 | $106.4 萬 | 0.00% | −15,900−16.7% | 減碼 |
| Bristlecone Value Partners, LLC | 57,965 | $77.9 萬 | 0.90% | +57,965 | 新進 |
| Palisade Capital Management LLC | 56,271 | $75.6 萬 | 0.02% | −5,792−9.3% | 減碼 |
| Goldman Sachs Group Inc | 56,035 | $75.3 萬 | 0.00% | +37,555+203.2% | 加碼 |
| 17 Capital Partners, LLC | 55,000 | $73.9 萬 | 0.38% | 00.0% | 不變 |
| Vident Advisory, LLC | 54,931 | $73.8 萬 | 0.01% | −5,007−8.4% | 減碼 |
| UBS Asset Management Americas Inc | 45,216 | $60.8 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 38,521 | $51.8 萬 | 0.00% | +16,468+74.7% | 加碼 |
| Citadel Advisors LLC | 38,308 | $51.5 萬 | 0.00% | +38,308 | 新進 |
| California State Teachers Retirement System | 33,406 | $44.9 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 30,168 | $40.5 萬 | 0.00% | +30,168 | 新進 |
| Meixler Investment Management, Ltd. | 29,100 | $39.1 萬 | 0.24% | −15−0.1% | 減碼 |
| Royal Bank of Canada | 27,841 | $37.4 萬 | 0.00% | −5,509−16.5% | 減碼 |
| Canada Pension Plan Investment Board | 27,100 | $36.4 萬 | 0.00% | +27,100 | 新進 |
| Schonfeld Strategic Advisors LLC | 26,718 | $35.9 萬 | 0.00% | +13,808+107.0% | 加碼 |
| Millennium Management LLC | 26,269 | $35.3 萬 | 0.00% | +26,269 | 新進 |
| Barclays PLC | 25,333 | $34.0 萬 | 0.00% | −40.0% | 減碼 |
| Legal & General Group Plc | 24,803 | $33.3 萬 | 0.00% | −5,024−16.8% | 減碼 |
| AQR Capital Management LLC | 23,409 | $31.5 萬 | 0.00% | +23,409 | 新進 |
| HSBC Holdings PLC | 21,642 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 20,676 | $27.8 萬 | 0.00% | +19,962+2,795.8% | 加碼 |
| Yorktown Management & Research Co Inc | 20,100 | $27.0 萬 | 0.22% | +20,100 | 新進 |
| Dockside LLC | 19,103 | $25.7 萬 | 0.07% | +19,103 | 新進 |
| Painted Porch Advisors LLC | 18,638 | $25.0 萬 | 0.10% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 16,900 | $22.7 萬 | 0.00% | +6,400+61.0% | 加碼 |
| PharVision Advisers, LLC | 14,937 | $20.1 萬 | 0.10% | +14,937 | 新進 |
| Janus Henderson Group PLC | 14,933 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 14,790 | $19.9 萬 | 0.17% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 13,459 | $18.1 萬 | 0.00% | +232+1.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 13,027 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 12,649 | $17.0 萬 | 0.01% | +12,649 | 新進 |
| Susquehanna International Group, LLP | 11,306 | $15.2 萬 | 0.00% | +11,306 | 新進 |
| Arizona State Retirement System | 11,204 | $15.1 萬 | 0.00% | −509−4.3% | 減碼 |
| Victory Capital Management Inc | 11,103 | $14.9 萬 | 0.00% | +11,103 | 新進 |
| WCM Investment Management, LLC | 10,023 | $13.4 萬 | 0.00% | +10,023 | 新進 |
| Globeflex Capital L P | 9,344 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Caz Investments LP | 7,500 | $10.1 萬 | 0.17% | −2,500−25.0% | 減碼 |
| Los Angeles Capital Management LLC | 7,309 | $8.18 萬 | 0.00% | +7,309 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $7.86 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,483 | $6.03 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 4,378 | $5.88 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,234 | $4.35 萬 | 0.00% | −2,415−42.8% | 減碼 |
| Huntington National Bank | 3,102 | $4.17 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,093 | $4.16 萬 | 0.00% | +43+1.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,734 | $2.33 萬 | 0.00% | −3,397−66.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,481 | $1.99 萬 | 0.00% | +23+1.6% | 加碼 |
| Trust Co of Vermont | 1,300 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 1,025 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 1,009 | $1.36 萬 | 0.00% | +1,009 | 新進 |
| Geneos Wealth Management Inc. | 1,000 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 928 | $1.25 萬 | 0.00% | −212−18.6% | 減碼 |
| Wells Fargo & Company | 833 | $1.12 萬 | 0.00% | +733+733.0% | 加碼 |
| Jones Financial Companies LLLP | 700 | $9,408 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 625 | $8,400 | 0.00% | −1,799−74.2% | 減碼 |
| Farther Finance Advisors, LLC | 537 | $7,217 | 0.00% | +537 | 新進 |
| CWM, LLC | 272 | $4,000 | 0.00% | +272 | 新進 |
| Bare Financial Services, Inc | 243 | $3,266 | 0.00% | +37+18.0% | 加碼 |
| Commonwealth Retirement Investments LLC | 200 | $2,688 | 0.00% | +200 | 新進 |
| Northwestern Mutual Wealth Management Co | 155 | $2,083 | 0.00% | +155 | 新進 |
| Marquette Asset Management, LLC | 154 | $2,070 | 0.00% | +154 | 新進 |
| Atlantic Union Bankshares Corp | 150 | $2,016 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 143 | $1,922 | 0.00% | −9,857−98.6% | 減碼 |
| Parallel Advisors, LLC | 117 | $1,572 | 0.00% | +83+244.1% | 加碼 |
| Root Financial Partners, LLC | 84 | $1,129 | 0.00% | −16−16.0% | 減碼 |