HGTY
Hagerty, Inc. · Financial Services · Insurance - Property & Casualty
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.6% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| 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 | State Farm Mutual Automobile… | 51.80M | 0.0% | $545.45M | 0.4% | Held | 2 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 8.72M | +5.5% | $91.84M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Markel Group ✦ | 3.11M | 0.0% | $32.73M | 0.3% | Held | 8 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.87M | — | $19.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 690.09K | +2.7% | $7.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 6 | Geode Capital Management ✦ (pasivo) | 418.81K | +5.2% | $4.41M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | UBS Group AG | 345.96K | +79.6% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 297.15K | -10.7% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 9 | Dimensional Fund Advisors Lp | 271.35K | +49.5% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | State Street Global Advisors ✦ (pasivo) | 233.79K | +1.3% | $2.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Charles Schwab Investment… | 217.52K | +0.8% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 157.67K | +79.2% | $1.66M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | LPL Financial LLC | 141.25K | +22.8% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 125.97K | +5.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Connor, Clark & Lunn Investment… | 116.03K | -20.6% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Brown Advisory Inc | 109.00K | 0.0% | $1.15M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Northern Trust Corp | 105.42K | +1.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Td Asset Management Inc | 100.18K | +14.0% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 91.58K | -1.2% | $964,358 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 86.55K | +7.7% | $911,414 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Swiss National Bank | 79.26K | 0.0% | $834,608 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Millennium Management ✦ | 52.61K | +100.3% | $553,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Canada Pension Plan Investment Board | 50.90K | +87.8% | $535,977 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 45.22K | 0.0% | $476,124 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 39.73K | +3.1% | $418,357 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Goldman Sachs Group ✦ | 33.57K | -40.1% | $353,461 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | California State Teachers… | 33.41K | 0.0% | $351,765 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 33.33K | Nuevo | $350,986 | 0.0% | New | 1 | SEC ↗ |
| 29 | American Century Companies Inc | 30.91K | Nuevo | $325,524 | 0.0% | New | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 27.57K | -1.0% | $290,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 31 | Barclays Plc | 25.33K | 0.0% | $266,756 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 32 | AQR Capital Management ✦ | 21.68K | -7.4% | $228,237 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 33 | Hsbc Holdings Plc | 21.64K | -50.0% | $226,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Legal & General Group Plc | 17.96K | -27.6% | $189,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Janus Henderson Group Plc | 14.93K | 0.0% | $157,319 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 12.61K | -67.1% | $132,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Victory Capital Management Inc | 11.13K | +0.2% | $117,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Manufacturers Life Insurance… | 10.88K | Nuevo | $114,577 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wcm Investment Management, Llc | 10.02K | 0.0% | $105,041 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Zurcher Kantonalbank (Zurich… | 5.85K | 0.0% | $61,569 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 4.38K | 0.0% | $46,100 | 0.0% | Held | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 2.52K | -87.8% | $26,430 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 43 | Citigroup Inc | 1.93K | +208.6% | $20,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 1.37K | -57.8% | $14,383 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Jones Financial Companies Lllp | 500 | -28.6% | $5,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Simplex Trading, Llc | 330 | Nuevo | $3,474 | 0.0% | New | 1 | SEC ↗ |
| 47 | Cwm, Llc | 315 | +15.8% | $3,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 257 | -85.2% | $2,706 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 101 | -87.9% | $1,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Group One Trading Llc | 43 | -69.9% | $453 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 19 | -100.0% | $200 | 0.0% | ▼ Trim | 4 | 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
| Bank Of Montreal /Can/ | $350,986 | 0.0% |
| American Century Companies Inc | $325,524 | 0.0% |
| Manufacturers Life Insurance… | $114,577 | 0.0% |
| Simplex Trading, Llc | $3,474 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $405,458 | era 0.0% |
| Susquehanna International… | $151,953 | era 0.0% |
| Bank Of America Corp /De/ | $12,472 | era 0.0% |
| Northwestern Mutual Wealth… | $2,083 | era 0.0% |
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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
10% owner · 1.39M acc. · $15.92M
10% owner · 9.25M acc. · $106.12M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
42.0% de clase · Ver presentación original ante la SEC ↗
56.5% de clase · Ver presentación original ante la SEC ↗