证券记录
HGTY
Hagerty, Inc. · Financial Services · Insurance - Property & Casualty
51被追踪持有人
+3Δ持有人
70.81M持有股份
$842.88M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 +1.8% ·
净新建仓位 +5.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 3 | Markel Group ✦ | 3.11M | 0.0% | $35.90M | 0.3% | Held | 9 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.93M | +3.3% | $22.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 718.48K | +4.1% | $8.56M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 6 | Geode Capital Management ✦ (被动) | 446.89K | +6.7% | $5.33M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 374.62K | +38.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | First Trust Advisors Lp | 335.85K | 新增 | $4.00M | 0.0% | New | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 307.15K | +3.4% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 10 | State Street Global Advisors ✦ (被动) | 264.36K | +13.1% | $3.15M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Brown Advisory Inc | 218.00K | +100.0% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Charles Schwab Investment… | 213.95K | -1.6% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 205.59K | -40.6% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | LPL Financial LLC | 152.50K | +8.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 136.31K | +8.2% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Northern Trust Corp | 109.72K | +4.1% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Td Asset Management Inc | 100.18K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Swiss National Bank | 81.06K | +2.3% | $966,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 73.27K | -53.5% | $873,355 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 71.61K | -21.8% | $853,591 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment… | 69.13K | -40.4% | $823,994 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 51.91K | +54.6% | $618,755 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 23 | D. E. Shaw & Co. ✦ | 48.13K | -44.4% | $573,698 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 24 | American Century Companies Inc | 46.37K | +50.0% | $552,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 46.33K | +39.0% | $552,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 43.87K | -3.0% | $522,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 39.00K | -1.8% | $464,928 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | AQR Capital Management ✦ | 36.41K | +68.0% | $434,054 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 29 | Citadel Advisors ✦ | 32.34K | +156.5% | $385,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 27.56K | 0.0% | $329,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 31 | Barclays Plc | 25.61K | +1.1% | $305,319 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Legal & General Group Plc | 25.52K | +42.1% | $304,198 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Bank Of America Corp /De/ | 24.02K | 新增 | $286,319 | 0.0% | New | 1 | SEC ↗ |
| 34 | Canada Pension Plan Investment Board | 22.40K | -56.0% | $267,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 21.64K | 0.0% | $257,756 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Zurcher Kantonalbank (Zurich… | 15.36K | +162.7% | $183,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Millennium Management ✦ | 14.18K | -73.0% | $169,049 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Victory Capital Management Inc | 11.32K | +1.7% | $134,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Manufacturers Life Insurance… | 10.84K | -0.3% | $129,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wcm Investment Management, Llc | 10.02K | 0.0% | $117,870 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Simplex Trading, Llc | 2.06K | +523.9% | $24,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 1.61K | +1496.0% | $19,215 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Deutsche Bank Ag\ | 1.57K | -64.1% | $18,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 1.50K | +199.0% | $17,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Citigroup Inc | 1.47K | -23.7% | $17,534 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 838 | +4310.5% | $9,989 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 740 | -70.7% | $8,702 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 48 | Rockefeller Capital Management L.P. | 720 | 新增 | $8,582 | 0.0% | New | 1 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 554 | -59.4% | $6,603 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Bnp Paribas Financial Markets | 238 | -7.4% | $2,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 193 | 新增 | $2,301 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Group One Trading Llc | $453 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 115 持有人, 90.71M 股份, $893.66M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 11
Hagerty Holding Corp.
10% owner · 1.39M 股 · $15.92M
Sep 09
Hagerty Holding Corp.
10% owner · 9.25M 股 · $106.12M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Oct 06
SC 13G/A — Neuberger Berman Group LLC
Sep 14
SC 13D/A — MARKEL GROUP INC.
42.0% 占股份类别 · 查看 SEC 原始申报文件 ↗
Sep 11
SC 13D/A — Hagerty Holding Corp.
56.5% 占股份类别 · 查看 SEC 原始申报文件 ↗
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据