US4051661092 - Hagerty Inc Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik
Institutionelle ejere 42 total, 42 long only, 0 short only, 0 long/short - change of -8,70% MRQ
Gennemsnitlig porteføljeallokering 0.1208 % - change of 13,29% MRQ
Institutionelle aktier (lange) 7.592.720 (ex 13D/G) - change of -0,04MM shares -0,48% MRQ
Institutionel værdi (lang) $ 75.336 USD ($1000)
Institutionelt ejerskab og aktionærer

Hagerty Inc (US:US4051661092) har 42 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,592,720 aktier. Største aktionærer omfatter NBGNX - Neuberger Berman Genesis Fund Investor Class, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, NAESX - Vanguard Small-Cap Index Fund Investor Shares, Royce Value Trust Inc, VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares, VEXMX - Vanguard Extended Market Index Fund Investor Shares, Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A, FSMAX - Fidelity Extended Market Index Fund, SCHA - Schwab U.S. Small-Cap ETF, and CFSSX - Column Small Cap Select Fund .

Hagerty Inc (US4051661092) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

US4051661092 / Hagerty Inc Institutional Ownership
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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.280 0,00 165 11,56
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.635 0,00 133 -3,65
2025-09-26 NP FOVAX - First Trust/Confluence Small Cap Value Fund Class A This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49.276 -35,39 501 -25,48
2025-09-26 NP JHSC - John Hancock Multifactor Small Cap ETF 5.982 1,80 61 17,65
2025-09-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20.287 206
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.234 0,00 155 14,93
2025-09-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 833 6,25 8 33,33
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 23.300 0,00 237 0,00
2025-09-25 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.014 0,00 51 13,64
2025-09-24 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.924 -0,80 101 13,64
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 143 9,16 1 0,00
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 95 1
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37.034 21,19 360 16,18
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5.551 54
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 1.000 0,00 10 25,00
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 107.528 -2,09 1.045 -5,94
2025-08-15 NP Royce Global Value Trust, Inc. 39.300 0,00 397 11,83
2025-08-15 NP Royce Value Trust Inc 485.700 0,00 4.910 11,85
2025-08-27 NP VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 429.843 -2,22 4.346 9,34
2025-09-29 NP CFSSX - Column Small Cap Select Fund 67.196 42,56 769 67,90
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 127.563 -1,75 1.240 -5,64
2025-09-25 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.806 69
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6.664 0,00 67 11,67
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 1.173 0,00 12 10,00
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 269 0,00 3 0,00
2025-08-29 NP FAMFX - FAM Small Cap Fund Investor 0 -100,00 0 -100,00
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3.950 0,00 40 11,43
2025-07-28 NP NBGNX - Neuberger Berman Genesis Fund Investor Class 3.555.357 11,98 34.558 7,55
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 15.836 -2,57 160 9,59
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32.950 333
2025-09-25 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.396 0,00 14 16,67
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 288 3
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 6.768 -61,16 68 -56,69
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 948 0,00 10 12,50
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43.746 0,00 425 -3,85
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.074 0,00 223 12,06
2025-09-29 NP CFSLX - Column Small Cap Fund 11.491 39,02 132 63,75
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 5.045 0,00 51 15,91
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.923 0,00 20 18,75
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 344.124 0,00 3.479 11,86
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 989.357 0,00 10.002 11,84
2025-08-27 NP NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 775.964 -1,25 7.845 10,43
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 305.873 2,11 3.092 14,22
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