Scheda del titolo · trimestre archiviato
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
86Holder monitorati
+1Δ titolari
15.32MQuote detenute
$448.10MValore dichiarato
+1Nuove posizioni
−0Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +1.2% ·
flusso azionario -2.5% ·
nuove posizioni nette +1.2%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passivo) | 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 ✦ (passivo) | 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 ✦ (passivo) | 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 | Nuovo | $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 ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Point72 Asset Management | $1.02M | 0.0% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 186 detentori, 18.77M azioni, $477.95M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Sep 18
JOHNS TIMOTHY E
Officer · 3.50K az. · $121,579
Sep 14
Garateix Ernie J
Officer, Director · 2.50K az. · $88,135
Sep 09
Binnun Sharon
Officer · 6.57K az. · $221,995
Sep 03
Garateix Ernie J
Officer, Director · 2.50K az. · $87,750
Sep 01
Binnun Sharon
Officer · 9.20K az. · $311,994
Aug 24
Garateix Ernie J
Officer, Director · 10.00K az. · $348,750
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K az. · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K az. · $172,725
Aug 17
Lusk Kirk
Officer · 10.00K az. · $341,587
Aug 17
Garateix Ernie J
Officer, Director · 5.00K az. · $171,550
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Sep 25
SC 13G/A — Hyer Raymond T
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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