سجل الورقة المالية · ربع مؤرشف
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
86الحاملون المتتبعون
+1Δ المساهمون
15.32Mالأسهم المحتفظ بها
$448.10Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.2% ·
تدفق الأسهم -2.5% ·
المراكز الجديدة الصافية +1.2%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 17 | -1 | 7.91M | $199.10M | — | −1 |
| Q2 2025 | 15 | +1 | 7.51M | $187.24M | +1 | — |
| Q1 2025 | 11 | +1 | 3.41M | $49.23M | +1 | — |
| Q4 2024 | 10 | -1 | 3.20M | $38.75M | — | −1 |
| Q3 2024 | 10 | +2 | 3.57M | $43.67M | +2 | — |
| Q2 2024 | 8 | — | 2.08M | $14.73M | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (سلبي) | 1.88M | +14.2% | $55.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Dimensional Fund Advisors Lp | 1.21M | — | $35.41M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | American Century Companies Inc | 926.78K | — | $27.12M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Prudential Financial Inc | 834.92K | — | $24.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (سلبي) | 665.90K | +5.5% | $19.49M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Connor, Clark & Lunn Investment… | 580.32K | — | $16.98M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Marshall Wace ✦ | 527.48K | -48.5% | $15.43M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | State Street Global Advisors ✦ (سلبي) | 507.58K | +11.4% | $14.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Assenagon Asset Management S.A. | 462.48K | — | $13.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 417.43K | +4.4% | $12.21M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 12 | UBS Group AG | 302.41K | — | $8.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Qube Research & Technologies Ltd | 292.18K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 272.45K | -25.0% | $7.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 15 | Charles Schwab Investment… | 255.17K | — | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 232.30K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 17 | Tudor Investment Corp Et Al | 185.47K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 181.68K | -33.3% | $5.32M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 173.52K | +39.2% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Hrt Financial Lp | 171.41K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Nuveen, LLC | 169.45K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Ameriprise Financial Inc | 154.48K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citadel Advisors ✦ | 149.82K | -38.8% | $4.38M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 143.32K | -41.0% | $4.19M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 110.42K | +21.2% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 107.96K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Raymond James Financial Inc | 102.78K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank Of America Corp /De/ | 101.14K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Principal Financial Group Inc | 101.14K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Susquehanna International Group, Llp | 95.27K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 90.94K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Healthcare Of Ontario Pension Plan… | 86.35K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 84.73K | -35.2% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Two Sigma Investments ✦ | 83.33K | +3.8% | $2.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 35 | First Trust Advisors Lp | 82.25K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Invesco Ltd. | 77.42K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Alliancebernstein L.P. | 68.51K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Barclays Plc | 63.61K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 54.84K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BNP Paribas Asset Management… | 54.77K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Boston Partners | 53.23K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 49.86K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Swiss National Bank | 49.00K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 48.79K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Squarepoint Ops LLC | 47.94K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Millennium Management ✦ | 47.64K | -81.1% | $1.39M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 47 | Sei Investments Co | 43.44K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Cerity Partners LLC | 42.52K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Mariner, LLC | 41.18K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jane Street Group, Llc | 38.84K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Osaic Holdings, Inc. | 38.21K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Truist Financial Corp | 37.15K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Point72 Asset Management ✦ | 34.95K | جديد | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 54 | Victory Capital Management Inc | 32.30K | — | $945,098 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | LPL Financial LLC | 30.43K | — | $890,382 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Rhumbline Advisers | 30.06K | — | $879,429 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | New York State Common Retirement… | 29.00K | — | $848,540 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Universal- Beteiligungs- und… | 27.40K | — | $802,546 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | State Of Wisconsin Investment Board | 27.07K | — | $792,010 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | California State Teachers… | 23.50K | — | $687,464 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 21.97K | — | $642,722 | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 62 | Cwm, Llc | 21.89K | — | $641,000 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Legal & General Group Plc | 19.34K | — | $566,005 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Deutsche Bank Ag\ | 18.84K | — | $551,141 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Quantinno Capital Management LP | 18.77K | — | $549,093 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Stifel Financial Corp | 17.85K | — | $522,261 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 15.70K | — | $459,382 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Voya Investment Management Llc | 15.42K | — | $451,307 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | T. Rowe Price ✦ | 13.63K | +14.3% | $399,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | Grantham, Mayo, Van Otterloo & Co.… | 12.34K | — | $361,127 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Janus Henderson Group Plc | 12.10K | — | $353,502 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.44K | — | $334,647 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Man Group plc | 10.54K | — | $308,488 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Zurcher Kantonalbank (Zurich… | 10.54K | — | $308,459 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 11.03K | — | $289,517 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | D. E. Shaw & Co. ✦ | 8.50K | -18.8% | $248,710 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 77 | Canada Pension Plan Investment Board | 8.30K | — | $242,858 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Manufacturers Life Insurance… | 7.43K | — | $217,285 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bnp Paribas Financial Markets | 6.17K | — | $180,681 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Group One Trading Llc | 1.91K | — | $55,916 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Royal Bank Of Canada | 1.18K | — | $35,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 82 | Federated Hermes, Inc. | 676 | — | $19,780 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Optiver Holding B.V. | 230 | — | $6,730 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Jones Financial Companies Lllp | 150 | — | $4,389 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Northwestern Mutual Wealth… | 112 | — | $3,277 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 79 | — | $2,312 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Point72 Asset Management | $1.02M | 0.0% |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 186 المالكون, 18.77M الأسهم, $477.95M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Sep 18
JOHNS TIMOTHY E
Officer · 3.50K سهم · $121,579
Sep 14
Garateix Ernie J
Officer, Director · 2.50K سهم · $88,135
Sep 09
Binnun Sharon
Officer · 6.57K سهم · $221,995
Sep 03
Garateix Ernie J
Officer, Director · 2.50K سهم · $87,750
Sep 01
Binnun Sharon
Officer · 9.20K سهم · $311,994
Aug 24
Garateix Ernie J
Officer, Director · 10.00K سهم · $348,750
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K سهم · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K سهم · $172,725
Aug 17
Lusk Kirk
Officer · 10.00K سهم · $341,587
Aug 17
Garateix Ernie J
Officer, Director · 5.00K سهم · $171,550
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
Sep 25
SC 13G/A — Hyer Raymond T
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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