HGTY
Hagerty, Inc. · Financial Services · Insurance - Property & Casualty
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.3% ·
aandelenstroom +23.3% ·
netto nieuwe posities -15.4%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 3.46M | +32.3% | $41.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passief) | 3.46M | +32.3% | $41.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passief) | 3.46M | +32.3% | $41.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passief) | 3.46M | +32.3% | $41.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passief) | 3.46M | +32.3% | $41.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Markel Group ✦ | 3.11M | 0.0% | $37.45M | 0.3% | Held | 6 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 648.29K | +38.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 648.29K | +38.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 648.29K | +38.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 648.29K | +38.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 648.29K | +38.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 648.29K | +38.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 648.29K | +38.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 648.29K | +38.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 500.47K | +1924796.1% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passief) | 402.09K | +57.9% | $4.84M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passief) | 402.09K | +57.9% | $4.84M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 231.27K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 231.27K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 231.27K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 231.27K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 231.27K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 231.27K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passief) | 200.33K | +44.9% | $2.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Renaissance Technologies ✦ | 117.97K | -4.2% | $1.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | Soros Fund Management ✦ | 102.61K | Nieuw | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 80.28K | +35.6% | $966,559 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 69.04K | -19.5% | $831,266 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 18.48K | — | $222,499 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.43K | — | $17,194 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.43K | — | $17,194 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.43K | — | $17,194 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.43K | — | $17,194 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Soros Fund Management | $1.24M | 0.0% |
Verlaten
| Citadel Advisors | $867,802 | was 0.0% |
| Millennium Management | $378,357 | was 0.0% |
| Marshall Wace | $226,515 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 115 houders, 90.71M aandelen, $893.66M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.