HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
动量输入（同类管理人）：
持有人广度 -9.1% ·
股份流向 -19.9% ·
净新建仓位 -10.0%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 298.18K | $9.92M | n/a | n/a |
| Q2 2026 | 80 | +3 | 14.44M | $376.77M | +10 | −7 |
| Q1 2026 | 80 | -6 | 14.28M | $375.23M | +4 | −10 |
| Q4 2025 | 86 | +1 | 15.32M | $448.10M | +1 | n/a |
| Q3 2025 | 17 | -1 | 7.91M | $199.10M | n/a | −1 |
| Q2 2025 | 15 | +1 | 7.51M | $187.24M | +1 | n/a |
| Q1 2025 | 11 | +1 | 3.41M | $49.23M | +1 | n/a |
| Q4 2024 | 10 | -1 | 3.20M | $38.75M | n/a | −1 |
| Q3 2024 | 10 | +2 | 3.57M | $43.67M | +2 | n/a |
| Q2 2024 | 8 | n/a | 2.08M | $14.73M | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marshall Wace ✦ | 664.12K | -30.2% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (被动) | 499.92K | -0.4% | $6.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | AQR Capital Management ✦ | 468.86K | +49.6% | $5.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | State Street Global Advisors ✦ (被动) | 431.69K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 345.40K | -39.1% | $4.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 230.97K | -37.7% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 208.04K | -29.8% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 200.93K | -23.3% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Arrowstreet Capital ✦ | 102.14K | -27.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 50.15K | -60.0% | $606,755 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Point72 Asset Management | $466,987 | 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): 186 持有人, 18.77M 股份, $477.95M 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。
持有该证券的受追踪机构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)
Officer · 3.50K 股 · $121,579
Officer, Director · 2.50K 股 · $88,135
Officer · 6.57K 股 · $221,995
Officer, Director · 2.50K 股 · $87,750
Officer · 9.20K 股 · $311,994
Officer, Director · 10.00K 股 · $348,750
Officer · 3.50K 股 · $117,864
Officer, Director · 5.00K 股 · $172,725
Officer · 10.00K 股 · $341,587
Officer, Director · 5.00K 股 · $171,550
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