Effectdossier · gearchiveerd kwartaal
HGTY
Hagerty, Inc. · Financial Services · Insurance - Property & Casualty
51Gevolgde houders
+3Δ houders
70.81MGehouden aandelen
$842.88MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +1.8% ·
netto nieuwe posities +5.9%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Farm Mutual Automobile… | 51.80M | 0.0% | $617.46M | 0.4% | Held | 3 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 9.53M | +9.2% | $113.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Neuberger Berman Group LLC | 9.53M | +9.2% | $113.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Markel Group ✦ | 3.11M | 0.0% | $35.90M | 0.3% | Held | 9 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 1.93M | +3.3% | $22.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passief) | 446.89K | +6.7% | $5.33M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passief) | 446.89K | +6.7% | $5.33M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 374.62K | +38.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 374.62K | +38.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 374.62K | +38.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 374.62K | +38.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | First Trust Advisors Lp | 335.85K | Nieuw | $4.00M | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 307.15K | +3.4% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 307.15K | +3.4% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 307.15K | +3.4% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 307.15K | +3.4% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 307.15K | +3.4% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 307.15K | +3.4% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passief) | 264.36K | +13.1% | $3.15M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Brown Advisory Inc | 218.00K | +100.0% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Charles Schwab Investment… | 213.95K | -1.6% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 205.59K | -40.6% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS Group AG | 205.59K | -40.6% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 205.59K | -40.6% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | LPL Financial LLC | 152.50K | +8.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 136.31K | +8.2% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 136.31K | +8.2% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 109.72K | +4.1% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 109.72K | +4.1% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Td Asset Management Inc | 100.18K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ |
| 39 | Swiss National Bank | 81.06K | +2.3% | $966,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 73.27K | -53.5% | $873,355 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 41 | Two Sigma Investments ✦ | 71.61K | -21.8% | $853,591 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 42 | Connor, Clark & Lunn Investment… | 69.13K | -40.4% | $823,994 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Connor, Clark & Lunn Investment… | 69.13K | -40.4% | $823,994 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 51.91K | +54.6% | $618,755 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 51.91K | +54.6% | $618,755 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 48.13K | -44.4% | $573,698 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 47 | American Century Companies Inc | 46.37K | +50.0% | $552,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 46.33K | +39.0% | $552,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 43.87K | -3.0% | $522,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 39.00K | -1.8% | $464,928 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 39.00K | -1.8% | $464,928 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 36.41K | +68.0% | $434,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 36.41K | +68.0% | $434,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 36.41K | +68.0% | $434,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 36.41K | +68.0% | $434,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 36.41K | +68.0% | $434,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 32.34K | +156.5% | $385,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 27.56K | 0.0% | $329,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Royal Bank Of Canada | 27.56K | 0.0% | $329,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 27.56K | 0.0% | $329,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Royal Bank Of Canada | 27.56K | 0.0% | $329,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Barclays Plc | 25.61K | +1.1% | $305,319 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Barclays Plc | 25.61K | +1.1% | $305,319 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Legal & General Group Plc | 25.52K | +42.1% | $304,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Legal & General Group Plc | 25.52K | +42.1% | $304,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 24.02K | Nieuw | $286,319 | 0.0% | New | 1 | SEC ↗ |
| 67 | Canada Pension Plan Investment Board | 22.40K | -56.0% | $267,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 21.64K | 0.0% | $257,756 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Zurcher Kantonalbank (Zurich… | 15.36K | +162.7% | $183,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Millennium Management ✦ | 14.18K | -73.0% | $169,049 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Victory Capital Management Inc | 11.32K | +1.7% | $134,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 10.84K | -0.3% | $129,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Wcm Investment Management, Llc | 10.02K | 0.0% | $117,870 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Simplex Trading, Llc | 2.06K | +523.9% | $24,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Wells Fargo & Company/Mn | 1.61K | +1496.0% | $19,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Wells Fargo & Company/Mn | 1.61K | +1496.0% | $19,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 1.57K | -64.1% | $18,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Jones Financial Companies Lllp | 1.50K | +199.0% | $17,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Citigroup Inc | 1.47K | -23.7% | $17,534 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Fidelity (FMR) ✦ | 838 | +4310.5% | $9,989 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 740 | -70.7% | $8,702 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 740 | -70.7% | $8,702 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 720 | Nieuw | $8,582 | 0.0% | New | 1 | SEC ↗ |
| 84 | Osaic Holdings, Inc. | 554 | -59.4% | $6,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Osaic Holdings, Inc. | 554 | -59.4% | $6,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bnp Paribas Financial Markets | 238 | -7.4% | $2,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Northwestern Mutual Wealth… | 193 | Nieuw | $2,301 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| First Trust Advisors Lp | $4.00M | 0.0% |
| Bank Of America Corp /De/ | $286,319 | 0.0% |
| Rockefeller Capital… | $8,582 | 0.0% |
| Northwestern Mutual Wealth… | $2,301 | 0.0% |
Verlaten
| Group One Trading Llc | $453 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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