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 2 季 13F 持有人
Hagerty, Inc. 在 2026/6/30 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
- 126
- 較 2026 年第 1 季 +11 家
- 持有股數
- 9,220 萬
- 較 2026 年第 1 季 +151.1 萬 (+1.7%)
- 總市值
- $11.0 億
- 較 2026 年第 1 季 +$1.43 億 (+15.0%)
- 新進機構
- 20
- 另有 44 家加碼
- 清倉機構
- 9
- 另有 34 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Rothschild Investment LLC | 2 | $24 | 0.00% | −5−71.4% | 減碼 |
| DecisionPoint Financial, LLC | 2 | $25 | 0.00% | +2 | 新進 |
| Bay Harbor Wealth Management, LLC | 3 | $36 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 3 | $36 | 0.00% | +3 | 新進 |
| HFM Investment Advisors, LLC | 6 | $72 | 0.00% | +4+200.0% | 加碼 |
| JFS Wealth Advisors, LLC | 9 | $108 | 0.00% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 12 | $143 | 0.00% | +12 | 新進 |
| Clearstead Advisors, LLC | 13 | $156 | 0.00% | +13 | 新進 |
| Fortitude Family Office, LLC | 24 | $286 | 0.00% | +18+300.0% | 加碼 |
| Keating Financial Advisory Services, Inc. | 26 | $310 | 0.00% | +25+2,500.0% | 加碼 |
| GAMMA Investing LLC | 31 | $370 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 56 | $668 | 0.00% | +41+273.3% | 加碼 |
| Rialto Wealth Management, LLC | 56 | $668 | 0.00% | +54+2,700.0% | 加碼 |
| Action Point Financial Planning, LLC | 72 | $847 | 0.00% | +72 | 新進 |
| Quarry LP | 77 | $918 | 0.00% | +77 | 新進 |
| Signaturefd, LLC | 96 | $1,144 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 102 | $1,216 | 0.00% | −16−13.6% | 減碼 |
| SJS Investment Consulting Inc. | 121 | $1,443 | 0.00% | +118+3,933.3% | 加碼 |
| Parallel Advisors, LLC | 132 | $1,573 | 0.00% | +123+1,366.7% | 加碼 |
| Atlantic Union Bankshares Corp | 150 | $1,788 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 150 | $1,788 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 193 | $2,301 | 0.00% | +193 | 新進 |
| BNP Paribas Arbitrage, SA | 238 | $2,837 | 0.00% | −19−7.4% | 減碼 |
| Essential Partners LLC | 342 | $4,077 | 0.00% | +333+3,700.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 400 | $4,768 | 0.00% | −123−23.5% | 減碼 |
| SRS Capital Advisors, Inc. | 441 | $5,257 | 0.00% | +440+44,000.0% | 加碼 |
| Farther Finance Advisors, LLC | 507 | $6,043 | 0.00% | −1−0.2% | 減碼 |
| Advisor Group Holdings, Inc. | 554 | $6,603 | 0.00% | −812−59.4% | 減碼 |
| Rockefeller Capital Management L.P. | 720 | $8,582 | 0.00% | +720 | 新進 |
| JPMorgan Chase & Co | 740 | $8,702 | 0.00% | −1,782−70.7% | 減碼 |
| FMR LLC | 838 | $9,989 | 0.00% | +819+4,310.5% | 加碼 |
| Covestor Ltd | 881 | $1.10 萬 | 0.01% | +881 | 新進 |
| Geneos Wealth Management Inc. | 1,000 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 1,025 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 1,300 | $1.55 萬 | 0.00% | +1,300 | 新進 |
| EverSource Wealth Advisors, LLC | 1,464 | $1.75 萬 | 0.00% | −1,608−52.3% | 減碼 |
| Citigroup Inc | 1,471 | $1.75 萬 | 0.00% | −458−23.7% | 減碼 |
| Jones Financial Companies LLLP | 1,495 | $1.76 萬 | 0.00% | +995+199.0% | 加碼 |
| Center for Financial Planning, Inc. | 1,503 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 1,571 | $1.87 萬 | 0.00% | −2,807−64.1% | 減碼 |
| Wells Fargo & Company | 1,612 | $1.92 萬 | 0.00% | +1,511+1,496.0% | 加碼 |
| Simplex Trading, LLC | 2,059 | $2.45 萬 | 0.00% | +1,729+523.9% | 加碼 |
| Ancora Advisors, LLC | 2,357 | $2.81 萬 | 0.00% | −2,126−47.4% | 減碼 |
| MRP Capital Investments, LLC | 3,000 | $3.58 萬 | 0.03% | −2,000−40.0% | 減碼 |
| IFP Advisors, Inc | 3,055 | $3.64 萬 | 0.00% | −7−0.2% | 減碼 |
| Caz Investments LP | 7,500 | $8.94 萬 | 0.04% | 00.0% | 不變 |
| WCM Investment Management, LLC | 10,023 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 10,844 | $12.9 萬 | 0.00% | −37−0.3% | 減碼 |
| Arizona State Retirement System | 11,155 | $13.3 萬 | 0.00% | +94+0.8% | 加碼 |
| Victory Capital Management Inc | 11,320 | $13.5 萬 | 0.00% | +190+1.7% | 加碼 |
| R Squared Ltd | 12,635 | $15.1 萬 | 0.08% | +12,635 | 新進 |
| Vanguard Investments Australia, Ltd. | 13,277 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 13,434 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 14,182 | $16.9 萬 | 0.00% | −38,426−73.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 14,247 | $17.0 萬 | 0.00% | +14,247 | 新進 |
| Jupiter Topco LLC | 14,933 | $17.8 萬 | 0.00% | +14,933 | 新進 |
| Warren Averett Asset Management, LLC | 15,045 | $17.9 萬 | 0.00% | +15,045 | 新進 |
| Vanguard Global Advisers, LLC | 15,266 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,362 | $18.3 萬 | 0.00% | +9,515+162.7% | 加碼 |
| XTX Topco Ltd | 16,040 | $19.1 萬 | 0.00% | −829−4.9% | 減碼 |
| KLP Kapitalforvaltning AS | 16,900 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 18,638 | $22.2 萬 | 0.10% | 00.0% | 不變 |
| HSBC Holdings PLC | 21,642 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 22,400 | $26.7 萬 | 0.00% | −28,500−56.0% | 減碼 |
| Bank of America Corp | 24,020 | $28.6 萬 | 0.00% | +24,020 | 新進 |
| Legal & General Group Plc | 25,520 | $30.4 萬 | 0.00% | +7,556+42.1% | 加碼 |
| Meixler Investment Management, Ltd. | 25,525 | $30.4 萬 | 0.17% | −725−2.8% | 減碼 |
| Barclays PLC | 25,614 | $30.5 萬 | 0.00% | +281+1.1% | 加碼 |
| Dockside LLC | 25,965 | $31.0 萬 | 0.07% | +25,965 | 新進 |
| Royal Bank of Canada | 27,562 | $32.9 萬 | 0.00% | −60.0% | 減碼 |
| Vanguard Asset Management, Ltd | 30,538 | $36.4 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 32,337 | $38.5 萬 | 0.00% | +19,729+156.5% | 加碼 |
| AQR Capital Management LLC | 36,414 | $43.4 萬 | 0.00% | +14,739+68.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 37,562 | $44.8 萬 | 0.00% | +12,204+48.1% | 加碼 |
| Bank of New York Mellon Corp | 39,004 | $46.5 萬 | 0.00% | −726−1.8% | 減碼 |
| Vident Advisory, LLC | 42,815 | $51.0 萬 | 0.00% | −11,457−21.1% | 減碼 |
| UBS Asset Management Americas Inc | 43,868 | $52.3 萬 | 0.00% | −1,348−3.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 46,106 | $55.0 萬 | 0.01% | +469+1.0% | 加碼 |
| Bank of Montreal | 46,332 | $55.2 萬 | 0.00% | +13,000+39.0% | 加碼 |
| American Century Companies Inc | 46,365 | $55.3 萬 | 0.00% | +15,451+50.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 48,129 | $57.4 萬 | 0.00% | −38,425−44.4% | 減碼 |
| Trexquant Investment LP | 51,162 | $61.0 萬 | 0.00% | −13,568−21.0% | 減碼 |
| Goldman Sachs Group Inc | 51,909 | $61.9 萬 | 0.00% | +18,342+54.6% | 加碼 |
| California State Teachers Retirement System | 54,662 | $65.2 萬 | 0.00% | +21,256+63.6% | 加碼 |
| 17 Capital Partners, LLC | 54,765 | $65.3 萬 | 0.30% | 00.0% | 不變 |
| Bristlecone Value Partners, LLC | 60,093 | $71.6 萬 | 0.58% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 69,127 | $82.4 萬 | 0.00% | −46,907−40.4% | 減碼 |
| Two Sigma Investments, LP | 71,610 | $85.4 萬 | 0.00% | −19,972−21.8% | 減碼 |
| Renaissance Technologies LLC | 73,268 | $87.3 萬 | 0.00% | −84,400−53.5% | 減碼 |
| Swiss National Bank | 81,060 | $96.6 萬 | 0.00% | +1,800+2.3% | 加碼 |
| Oppenheimer & Co Inc | 89,417 | $106.6 萬 | 0.01% | +89,417 | 新進 |
| TD Asset Management Inc | 100,184 | $119.4 萬 | 0.00% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $123.1 萬 | 0.18% | 00.0% | 不變 |
| Northern Trust Corp | 109,722 | $130.8 萬 | 0.00% | +4,304+4.1% | 加碼 |
| Palisade Capital Management LLC | 118,657 | $141.4 萬 | 0.06% | +8,021+7.2% | 加碼 |
| Confluence Investment Management LLC | 132,055 | $157.4 萬 | 0.02% | −8,786−6.2% | 減碼 |
| Raymond James Financial Inc | 136,315 | $162.5 萬 | 0.00% | +10,350+8.2% | 加碼 |
| National Philanthropic Trust | 150,000 | $178.8 萬 | 0.03% | 00.0% | 不變 |
| LPL Financial LLC | 152,501 | $181.8 萬 | 0.00% | +11,252+8.0% | 加碼 |