Registro do valor mobiliário · trimestre arquivado
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
86Detentores rastreados
+1Δ titulares
15.32MAções mantidas
$448.10MValor reportado
+1Novas posições
−0Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores +1.2% ·
fluxo de ações -2.5% ·
novas posições líquidas +1.2%
· fórmula
Fragmentação de participação: mais detentores, participação agregada menor
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 |
Quem detém · Q4 2025
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 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 ✦ (passivo) | 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 ✦ (passivo) | 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 | Novo | $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 ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Point72 Asset Management | $1.02M | 0.0% |
Encerrado
| Nenhuma saída rastreada neste trimestre. |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 186 detentores, 18.77M ações, $477.95M reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Sep 18
JOHNS TIMOTHY E
Officer · 3.50K ações · $121,579
Sep 14
Garateix Ernie J
Officer, Director · 2.50K ações · $88,135
Sep 09
Binnun Sharon
Officer · 6.57K ações · $221,995
Sep 03
Garateix Ernie J
Officer, Director · 2.50K ações · $87,750
Sep 01
Binnun Sharon
Officer · 9.20K ações · $311,994
Aug 24
Garateix Ernie J
Officer, Director · 10.00K ações · $348,750
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K ações · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K ações · $172,725
Aug 17
Lusk Kirk
Officer · 10.00K ações · $341,587
Aug 17
Garateix Ernie J
Officer, Director · 5.00K ações · $171,550
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Sep 25
SC 13G/A: Hyer Raymond T
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q4 2025 ·
Metodologia ·
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