HGTY
Hagerty, Inc. · Financial Services · Insurance - Property & Casualty
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.1% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +3 | 70.81M | $842.88M | +4 | −1 |
| Q1 2026 | 51 | 0 | 69.60M | $732.84M | +4 | −4 |
| Q4 2025 | 51 | +2 | 70.71M | $950.40M | +3 | −1 |
| Q3 2025 | 13 | -2 | 8.94M | $107.63M | +1 | −3 |
| Q2 2025 | 12 | 0 | 7.00M | $70.74M | — | — |
| Q1 2025 | 9 | +1 | 3.92M | $35.46M | +1 | — |
| Q4 2024 | 8 | 0 | 3.93M | $37.89M | — | — |
| Q3 2024 | 7 | 0 | 3.81M | $38.75M | — | — |
| Q2 2024 | 7 | — | 4.08M | $37.93M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Markel Group ✦ | 3.11M | 0.0% | $31.42M | 0.3% | Held | 5 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 2.61M | — | $26.41M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 2.61M | — | $26.41M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 2.61M | — | $26.41M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 2.61M | — | $26.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 469.51K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 469.51K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 469.51K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 469.51K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 469.51K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 469.51K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 469.51K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 254.63K | +2.0% | $2.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Geode Capital Management ✦ (pasivo) | 254.63K | +2.0% | $2.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (pasivo) | 138.25K | 0.0% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 123.17K | -17.2% | $1.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 85.84K | -27.9% | $867,802 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 85.84K | -27.9% | $867,802 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 85.80K | -11.6% | $867,408 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 59.20K | +162.5% | $598,492 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Millennium Management ✦ | 37.42K | +68.6% | $378,357 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Marshall Wace ✦ | 22.41K | +37.2% | $226,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 22.41K | +37.2% | $226,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 26 | — | $263 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 115 tenedores, 90.71M acciones, $893.66M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.