Ficha del valor · trimestre archivado
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
86Tenedores rastreados
+1Δ titulares
15.32MAcciones mantenidas
$448.10MValor declarado
+1Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.2% ·
flujo de acciones -2.5% ·
nuevas posiciones netas +1.2%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (pasivo) | 1.88M | +14.2% | $55.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Dimensional Fund Advisors Lp | 1.21M | n/a | $35.41M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | American Century Companies Inc | 926.78K | n/a | $27.12M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Prudential Financial Inc | 834.92K | n/a | $24.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (pasivo) | 665.90K | +5.5% | $19.49M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Connor, Clark & Lunn Investment… | 580.32K | n/a | $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 ✦ (pasivo) | 507.58K | +11.4% | $14.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Assenagon Asset Management S.A. | 462.48K | n/a | $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 | n/a | $8.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Qube Research & Technologies Ltd | 292.18K | n/a | $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 | n/a | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 232.30K | n/a | $6.80M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 17 | Tudor Investment Corp Et Al | 185.47K | n/a | $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 | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Nuveen, LLC | 169.45K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Ameriprise Financial Inc | 154.48K | n/a | $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 | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Raymond James Financial Inc | 102.78K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank Of America Corp /De/ | 101.14K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Principal Financial Group Inc | 101.14K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Susquehanna International Group, Llp | 95.27K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 90.94K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Healthcare Of Ontario Pension Plan… | 86.35K | n/a | $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 | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Invesco Ltd. | 77.42K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Alliancebernstein L.P. | 68.51K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Barclays Plc | 63.61K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 54.84K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BNP Paribas Asset Management… | 54.77K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Boston Partners | 53.23K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 49.86K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Swiss National Bank | 49.00K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 48.79K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Squarepoint Ops LLC | 47.94K | n/a | $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 | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Cerity Partners LLC | 42.52K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Mariner, LLC | 41.18K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jane Street Group, Llc | 38.84K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Osaic Holdings, Inc. | 38.21K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Truist Financial Corp | 37.15K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Point72 Asset Management ✦ | 34.95K | Nuevo | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 54 | Victory Capital Management Inc | 32.30K | n/a | $945,098 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | LPL Financial LLC | 30.43K | n/a | $890,382 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Rhumbline Advisers | 30.06K | n/a | $879,429 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | New York State Common Retirement… | 29.00K | n/a | $848,540 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Universal- Beteiligungs- und… | 27.40K | n/a | $802,546 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | State Of Wisconsin Investment Board | 27.07K | n/a | $792,010 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | California State Teachers… | 23.50K | n/a | $687,464 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 21.97K | n/a | $642,722 | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 62 | Cwm, Llc | 21.89K | n/a | $641,000 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Legal & General Group Plc | 19.34K | n/a | $566,005 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Deutsche Bank Ag\ | 18.84K | n/a | $551,141 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Quantinno Capital Management LP | 18.77K | n/a | $549,093 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Stifel Financial Corp | 17.85K | n/a | $522,261 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 15.70K | n/a | $459,382 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Voya Investment Management Llc | 15.42K | n/a | $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 | n/a | $361,127 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Janus Henderson Group Plc | 12.10K | n/a | $353,502 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.44K | n/a | $334,647 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Man Group plc | 10.54K | n/a | $308,488 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Zurcher Kantonalbank (Zurich… | 10.54K | n/a | $308,459 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 11.03K | n/a | $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 | n/a | $242,858 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Manufacturers Life Insurance… | 7.43K | n/a | $217,285 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bnp Paribas Financial Markets | 6.17K | n/a | $180,681 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Group One Trading Llc | 1.91K | n/a | $55,916 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Royal Bank Of Canada | 1.18K | n/a | $35,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 82 | Federated Hermes, Inc. | 676 | n/a | $19,780 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Optiver Holding B.V. | 230 | n/a | $6,730 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Jones Financial Companies Lllp | 150 | n/a | $4,389 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Northwestern Mutual Wealth… | 112 | n/a | $3,277 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 79 | n/a | $2,312 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $1.02M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 186 tenedores, 18.77M acciones, $477.95M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 18
JOHNS TIMOTHY E
Officer · 3.50K acc. · $121,579
Sep 14
Garateix Ernie J
Officer, Director · 2.50K acc. · $88,135
Sep 09
Binnun Sharon
Officer · 6.57K acc. · $221,995
Sep 03
Garateix Ernie J
Officer, Director · 2.50K acc. · $87,750
Sep 01
Binnun Sharon
Officer · 9.20K acc. · $311,994
Aug 24
Garateix Ernie J
Officer, Director · 10.00K acc. · $348,750
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K acc. · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K acc. · $172,725
Aug 17
Lusk Kirk
Officer · 10.00K acc. · $341,587
Aug 17
Garateix Ernie J
Officer, Director · 5.00K acc. · $171,550
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Sep 25
SC 13G/A: Hyer Raymond T
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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