证券记录 · 已归档季度
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
86被追踪持有人
+1Δ持有人
15.32M持有股份
$448.10M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +1.2% ·
股份流向 -2.5% ·
净新建仓位 +1.2%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 2025
持股变化趋势
| 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 |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (被动) | 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 ✦ (被动) | 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 ✦ (被动) | 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 | 新增 | $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 ↗ |
"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
| Point72 Asset Management | $1.02M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
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。
常见共同持仓
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)
Sep 18
JOHNS TIMOTHY E
Officer · 3.50K 股 · $121,579
Sep 14
Garateix Ernie J
Officer, Director · 2.50K 股 · $88,135
Sep 09
Binnun Sharon
Officer · 6.57K 股 · $221,995
Sep 03
Garateix Ernie J
Officer, Director · 2.50K 股 · $87,750
Sep 01
Binnun Sharon
Officer · 9.20K 股 · $311,994
Aug 24
Garateix Ernie J
Officer, Director · 10.00K 股 · $348,750
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K 股 · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K 股 · $172,725
Aug 17
Lusk Kirk
Officer · 10.00K 股 · $341,587
Aug 17
Garateix Ernie J
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
Sep 25
SC 13G/A: Hyer Raymond T
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据