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。
2026 年第 1 季 13F 持有人
Hagerty, Inc. 在 2026/3/31 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
- 117
- 較 2025 年第 4 季 +3 家
- 持有股數
- 9,071 萬
- 較 2025 年第 4 季 +425.8 萬 (+4.9%)
- 總市值
- $9.55 億
- 較 2025 年第 4 季 −$2.07 億 (−17.8%)
- 新進機構
- 22
- 另有 31 家加碼
- 清倉機構
- 19
- 另有 36 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 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 2025 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 | $5.45 億 | 0.43% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 8,721,368 | $9,184 萬 | 0.07% | +451,748+5.5% | 加碼 |
| Polar Capital Holdings Plc | 6,000,000 | $6,318 萬 | 0.28% | +232,584+4.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 5,640,480 | $5,940 萬 | 0.04% | +483,581+9.4% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 3,108,000 | $3,273 萬 | 0.27% | 00.0% | 不變 |
| Greenhaven Road Investment Management, L.P. | 2,369,978 | $2,496 萬 | 17.17% | −246,676−9.4% | 減碼 |
| Vanguard Capital Management LLC | 1,867,573 | $1,967 萬 | 0.00% | +1,867,573 | 新進 |
| Pembroke Management, LTD | 1,738,006 | $1,830 萬 | 2.65% | −488,955−22.0% | 減碼 |
| Vanguard Portfolio Management LLC | 1,630,971 | $1,717 萬 | 0.00% | +1,630,971 | 新進 |
| Lincoln Capital LLC | 950,652 | $1,001 萬 | 1.90% | +137,794+17.0% | 加碼 |
| BlackRock, Inc. | 690,093 | $726.7 萬 | 0.00% | +18,169+2.7% | 加碼 |
| Royce & Associates LP | 525,000 | $552.8 萬 | 0.05% | 00.0% | 不變 |
| Geode Capital Management, LLC | 418,807 | $441.2 萬 | 0.00% | +20,663+5.2% | 加碼 |
| UBS Group AG | 345,958 | $364.3 萬 | 0.00% | +153,327+79.6% | 加碼 |
| Scholtz & Company, LLC | 325,505 | $342.8 萬 | 1.75% | +2,190+0.7% | 加碼 |
| Morgan Stanley | 297,152 | $312.9 萬 | 0.00% | −35,667−10.7% | 減碼 |
| Dimensional Fund Advisors LP | 271,346 | $285.7 萬 | 0.00% | +89,898+49.5% | 加碼 |
| Woodline Partners LP | 260,544 | $274.4 萬 | 0.01% | +8,014+3.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 234,818 | $247.3 萬 | 0.00% | +234,818 | 新進 |
| State Street Corp | 233,788 | $246.2 萬 | 0.00% | +3,002+1.3% | 加碼 |
| Charles Schwab Investment Management Inc | 217,522 | $229.1 萬 | 0.00% | +1,692+0.8% | 加碼 |
| Gillson Capital LP | 202,012 | $212.7 萬 | 0.17% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 170,000 | $179.0 萬 | 0.10% | 00.0% | 不變 |
| Renaissance Technologies LLC | 157,668 | $166.0 萬 | 0.00% | +69,700+79.2% | 加碼 |
| National Philanthropic Trust | 150,000 | $157.9 萬 | 0.02% | 00.0% | 不變 |
| LPL Financial LLC | 141,249 | $148.7 萬 | 0.00% | +26,210+22.8% | 加碼 |
| Confluence Investment Management LLC | 140,841 | $148.3 萬 | 0.02% | −56,079−28.5% | 減碼 |
| Raymond James Financial Inc | 125,965 | $132.6 萬 | 0.00% | +6,080+5.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 116,034 | $122.2 萬 | 0.00% | −30,194−20.6% | 減碼 |
| Palisade Capital Management LLC | 110,636 | $116.5 萬 | 0.04% | +54,365+96.6% | 加碼 |
| Brown Advisory Inc | 109,000 | $114.8 萬 | 0.00% | 00.0% | 不變 |
| Northern Trust Corp | 105,418 | $111.0 萬 | 0.00% | +1,398+1.3% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $108.8 萬 | 0.16% | 00.0% | 不變 |
| TD Asset Management Inc | 100,184 | $105.5 萬 | 0.00% | +12,328+14.0% | 加碼 |
| Two Sigma Investments, LP | 91,582 | $96.4 萬 | 0.00% | −1,107−1.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 86,554 | $91.1 萬 | 0.00% | +6,174+7.7% | 加碼 |
| Swiss National Bank | 79,260 | $83.5 萬 | 0.00% | 00.0% | 不變 |
| Trexquant Investment LP | 64,730 | $68.2 萬 | 0.00% | −50,547−43.8% | 減碼 |
| Bristlecone Value Partners, LLC | 60,093 | $63.3 萬 | 0.56% | +2,128+3.7% | 加碼 |
| 17 Capital Partners, LLC | 54,765 | $57.7 萬 | 0.30% | −235−0.4% | 減碼 |
| Vident Advisory, LLC | 54,272 | $57.1 萬 | 0.00% | −659−1.2% | 減碼 |
| Millennium Management LLC | 52,608 | $55.4 萬 | 0.00% | +26,339+100.3% | 加碼 |
| Canada Pension Plan Investment Board | 50,900 | $53.6 萬 | 0.00% | +23,800+87.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 45,637 | $48.1 萬 | 0.01% | +45,637 | 新進 |
| UBS Asset Management Americas Inc | 45,216 | $47.6 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 39,730 | $41.8 萬 | 0.00% | +1,209+3.1% | 加碼 |
| JT Stratford LLC | 38,112 | $40.1 萬 | 0.05% | +38,112 | 新進 |
| Goldman Sachs Group Inc | 33,567 | $35.3 萬 | 0.00% | −22,468−40.1% | 減碼 |
| California State Teachers Retirement System | 33,406 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 33,332 | $35.1 萬 | 0.00% | +33,332 | 新進 |
| American Century Companies Inc | 30,914 | $32.6 萬 | 0.00% | +30,914 | 新進 |
| Vanguard Asset Management, Ltd | 30,538 | $32.2 萬 | 0.00% | +30,538 | 新進 |
| Royal Bank of Canada | 27,568 | $29.0 萬 | 0.00% | −273−1.0% | 減碼 |
| Meixler Investment Management, Ltd. | 26,250 | $28.8 萬 | 0.15% | −2,850−9.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 25,358 | $26.7 萬 | 0.00% | −1,360−5.1% | 減碼 |
| Barclays PLC | 25,333 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 21,675 | $22.8 萬 | 0.00% | −1,734−7.4% | 減碼 |
| HSBC Holdings PLC | 21,642 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 20,100 | $21.2 萬 | 0.18% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 18,638 | $19.6 萬 | 0.09% | 00.0% | 不變 |
| Legal & General Group Plc | 17,964 | $18.9 萬 | 0.00% | −6,839−27.6% | 減碼 |
| KLP Kapitalforvaltning AS | 16,900 | $17.8 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 16,869 | $17.8 萬 | 0.00% | +16,869 | 新進 |
| Vanguard Global Advisers, LLC | 15,266 | $16.1 萬 | 0.00% | +15,266 | 新進 |
| Janus Henderson Group PLC | 14,933 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 13,434 | $14.1 萬 | 0.00% | +407+3.1% | 加碼 |
| Vanguard Investments Australia, Ltd. | 13,277 | $14.0 萬 | 0.00% | +13,277 | 新進 |
| Citadel Advisors LLC | 12,608 | $13.3 萬 | 0.00% | −25,700−67.1% | 減碼 |
| Victory Capital Management Inc | 11,130 | $11.7 萬 | 0.00% | +27+0.2% | 加碼 |
| Arizona State Retirement System | 11,061 | $11.6 萬 | 0.00% | −143−1.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 10,881 | $11.5 萬 | 0.00% | +10,881 | 新進 |
| WCM Investment Management, LLC | 10,023 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Caz Investments LP | 7,500 | $7.90 萬 | 0.10% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 6,668 | $7.02 萬 | 0.00% | −641−8.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $6.16 萬 | 0.00% | 00.0% | 不變 |
| MRP Capital Investments, LLC | 5,000 | $5.26 萬 | 0.05% | +5,000 | 新進 |
| Ancora Advisors, LLC | 4,483 | $4.72 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 4,378 | $4.61 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,072 | $3.23 萬 | 0.00% | +1,591+107.4% | 加碼 |
| IFP Advisors, Inc | 3,062 | $3.22 萬 | 0.00% | −31−1.0% | 減碼 |
| JPMorgan Chase & Co | 2,522 | $2.64 萬 | 0.00% | −18,154−87.8% | 減碼 |
| Citigroup Inc | 1,929 | $2.03 萬 | 0.00% | +1,304+208.6% | 加碼 |
| Center for Financial Planning, Inc. | 1,503 | $1.58 萬 | 0.00% | +1,500+50,000.0% | 加碼 |
| Advisor Group Holdings, Inc. | 1,366 | $1.44 萬 | 0.00% | −1,868−57.8% | 減碼 |
| GW&K Investment Management, LLC | 1,025 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,000 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 523 | $5,507 | 0.00% | +523 | 新進 |
| Farther Finance Advisors, LLC | 508 | $5,415 | 0.00% | −29−5.4% | 減碼 |
| Jones Financial Companies LLLP | 500 | $5,195 | 0.00% | −200−28.6% | 減碼 |
| Simplex Trading, LLC | 330 | $3,474 | 0.00% | +330 | 新進 |
| CWM, LLC | 315 | $3,317 | 0.00% | +43+15.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 257 | $2,706 | 0.00% | −1,477−85.2% | 減碼 |
| Atlantic Union Bankshares Corp | 150 | $1,580 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 150 | $1,579 | 0.00% | −93−38.3% | 減碼 |
| Allworth Financial LP | 118 | $1,243 | 0.00% | +87+280.6% | 加碼 |
| Wells Fargo & Company | 101 | $1,058 | 0.00% | −732−87.9% | 減碼 |
| Signaturefd, LLC | 96 | $1,011 | 0.00% | +96 | 新進 |
| Root Financial Partners, LLC | 74 | $779 | 0.00% | −10−11.9% | 減碼 |
| Ronald Blue Trust, Inc. | 67 | $706 | 0.00% | +9+15.5% | 加碼 |
| MAI Capital Management | 57 | $601 | 0.00% | +57 | 新進 |