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
持股分散化 — 持有人增多，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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
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 ↗ |
| 2 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 2.21M | +15.0% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | The Vanguard Group ✦ (被动) | 1.88M | +14.2% | $55.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | The Vanguard Group ✦ (被动) | 1.88M | +14.2% | $55.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (被动) | 1.88M | +14.2% | $55.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (被动) | 1.88M | +14.2% | $55.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (被动) | 1.88M | +14.2% | $55.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.21M | — | $35.41M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.21M | — | $35.41M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.21M | — | $35.41M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 1.21M | — | $35.41M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.21M | — | $35.41M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | American Century Companies Inc | 926.78K | — | $27.12M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Prudential Financial Inc | 834.92K | — | $24.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Prudential Financial Inc | 834.92K | — | $24.43M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Geode Capital Management ✦ (被动) | 665.90K | +5.5% | $19.49M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Geode Capital Management ✦ (被动) | 665.90K | +5.5% | $19.49M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Connor, Clark & Lunn Investment… | 580.32K | — | $16.98M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Marshall Wace ✦ | 527.48K | -48.5% | $15.43M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | Marshall Wace ✦ | 527.48K | -48.5% | $15.43M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (被动) | 507.58K | +11.4% | $14.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Assenagon Asset Management S.A. | 462.48K | — | $13.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 417.43K | +4.4% | $12.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 417.43K | +4.4% | $12.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 417.43K | +4.4% | $12.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 417.43K | +4.4% | $12.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 417.43K | +4.4% | $12.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 417.43K | +4.4% | $12.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 40 | UBS Group AG | 302.41K | — | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS Group AG | 302.41K | — | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS Group AG | 302.41K | — | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 292.18K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 272.45K | -25.0% | $7.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 272.45K | -25.0% | $7.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 272.45K | -25.0% | $7.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 272.45K | -25.0% | $7.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 272.45K | -25.0% | $7.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 272.45K | -25.0% | $7.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 272.45K | -25.0% | $7.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Charles Schwab Investment… | 255.17K | — | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northern Trust Corp | 232.30K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 232.30K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 232.30K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northern Trust Corp | 232.30K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Northern Trust Corp | 232.30K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Northern Trust Corp | 232.30K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Tudor Investment Corp Et Al | 185.47K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Renaissance Technologies ✦ | 181.68K | -33.3% | $5.32M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 173.52K | +39.2% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 173.52K | +39.2% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Hrt Financial Lp | 171.41K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Nuveen, LLC | 169.45K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Nuveen, LLC | 169.45K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Ameriprise Financial Inc | 154.48K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Ameriprise Financial Inc | 154.48K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Citadel Advisors ✦ | 149.82K | -38.8% | $4.38M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 68 | Arrowstreet Capital ✦ | 143.32K | -41.0% | $4.19M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 110.42K | +21.2% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Fidelity (FMR) ✦ | 110.42K | +21.2% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 107.96K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 107.96K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 107.96K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 107.96K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 107.96K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Raymond James Financial Inc | 102.78K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Raymond James Financial Inc | 102.78K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Raymond James Financial Inc | 102.78K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bank Of America Corp /De/ | 101.14K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank Of America Corp /De/ | 101.14K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 101.14K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of America Corp /De/ | 101.14K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Principal Financial Group Inc | 101.14K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Principal Financial Group Inc | 101.14K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 95.27K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Franklin Resources Inc | 90.94K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Franklin Resources Inc | 90.94K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Franklin Resources Inc | 90.94K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Healthcare Of Ontario Pension Plan… | 86.35K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 84.73K | -35.2% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 84.73K | -35.2% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 84.73K | -35.2% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Two Sigma Investments ✦ | 83.33K | +3.8% | $2.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 94 | First Trust Advisors Lp | 82.25K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Invesco Ltd. | 77.42K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Invesco Ltd. | 77.42K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Invesco Ltd. | 77.42K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Invesco Ltd. | 77.42K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Alliancebernstein L.P. | 68.51K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Barclays Plc | 63.61K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
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
该证券的被追踪持有人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)
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
Garateix Ernie J
Officer, Director · 5.00K 股 · $171,550
Aug 17
Lusk Kirk
Officer · 10.00K 股 · $341,587
Aug 10
Moura Timothy
Officer · 15.10K 股 · $490,681
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
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