Ficha del valor · trimestre archivado
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
80Tenedores rastreados
-6Δ titulares
14.28MAcciones mantenidas
$375.23MValor declarado
+4Nuevas posiciones
−10Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -7.0% ·
flujo de acciones -1.0% ·
nuevas posiciones netas -7.5%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
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 · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ ×13 |
| 2 | Dimensional Fund Advisors Lp | 1.25M | +3.0% | $32.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.00M | n/a | $26.28M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | American Century Companies Inc | 988.95K | +6.7% | $25.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 738.89K | +11.0% | $19.40M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Connor, Clark & Lunn Investment… | 550.87K | -5.1% | $14.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 525.10K | +3.5% | $13.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Prudential Financial Inc | 492.09K | -41.1% | $12.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Assenagon Asset Management S.A. | 461.84K | -0.1% | $12.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Marshall Wace ✦ | 374.91K | -28.9% | $9.84M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 349.25K | -16.3% | $9.17M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 12 | Goldman Sachs Group ✦ | 333.28K | +92.1% | $8.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 285.08K | +4.6% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 14 | Two Sigma Investments ✦ | 274.54K | +229.5% | $7.21M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Northern Trust Corp | 241.41K | +3.9% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Charles Schwab Investment… | 234.64K | -8.1% | $6.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Invesco Ltd. | 228.72K | +195.4% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Qube Research & Technologies Ltd | 222.38K | -23.9% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 218.66K | +52.6% | $5.74M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Jane Street Group, Llc | 208.16K | +436.0% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | UBS Group AG | 203.00K | -32.9% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 194.69K | +92.5% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 183.63K | +22.6% | $4.82M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 24 | Renaissance Technologies ✦ | 172.53K | -5.0% | $4.53M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Nuveen, LLC | 169.90K | +0.3% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Franklin Resources Inc | 156.32K | +71.9% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 27 | Ameriprise Financial Inc | 140.46K | -9.1% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 125.13K | +13.3% | $3.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 109.40K | +124.2% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Raymond James Financial Inc | 102.96K | +0.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Bank of New York Mellon Corp | 102.08K | -5.5% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Alliancebernstein L.P. | 81.81K | +19.4% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Millennium Management ✦ | 90.52K | +90.0% | $2.38M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | First Trust Advisors Lp | 86.82K | +5.6% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 80.89K | -4.5% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Squarepoint Ops LLC | 78.63K | +64.0% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 57.51K | -66.5% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Boston Partners | 55.54K | +4.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BNP Paribas Asset Management… | 54.50K | -0.5% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 52.10K | +22.5% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Osaic Holdings, Inc. | 50.32K | +31.7% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Tudor Investment Corp Et Al | 50.07K | -73.0% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Swiss National Bank | 49.00K | 0.0% | $1.29M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Creative Planning | 45.33K | -17.3% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 42.42K | +93.1% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 46 | Truist Financial Corp | 37.20K | +0.1% | $976,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 31.95K | -66.5% | $838,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Victory Capital Management Inc | 31.00K | -4.0% | $813,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Sei Investments Co | 30.42K | -30.0% | $798,604 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Rhumbline Advisers | 30.19K | +0.4% | $792,371 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mariner, LLC | 29.01K | -29.6% | $761,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Barclays Plc | 25.34K | -60.2% | $665,149 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Quantinno Capital Management LP | 23.78K | +26.7% | $624,251 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Man Group plc | 23.62K | +124.0% | $619,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | State Of Wisconsin Investment Board | 23.48K | -13.3% | $616,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | California State Teachers… | 23.31K | -0.8% | $611,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Deutsche Bank Ag\ | 20.84K | +10.7% | $547,129 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Cwm, Llc | 20.62K | -5.8% | $541,354 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | UBS AM, a distinct business unit of… | 19.91K | +26.8% | $522,559 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | LPL Financial LLC | 19.46K | -36.0% | $510,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | T. Rowe Price ✦ | 18.86K | +38.3% | $495,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 62 | Stifel Financial Corp | 17.40K | -2.5% | $456,753 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Legal & General Group Plc | 16.53K | -14.6% | $433,912 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | Voya Investment Management Llc | 15.37K | -0.4% | $403,331 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 65 | Tidal Investments LLC | 14.14K | Nuevo | $371,201 | 0.0% | New | 1 | SEC ↗ |
| 66 | Envestnet Asset Management Inc | 13.06K | Nuevo | $342,878 | 0.0% | New | 1 | SEC ↗ |
| 67 | Zurcher Kantonalbank (Zurich… | 12.68K | +20.3% | $332,955 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Grantham, Mayo, Van Otterloo & Co.… | 12.34K | 0.0% | $323,978 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Janus Henderson Group Plc | 12.10K | 0.0% | $317,746 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Wealth Enhancement Advisory… | 11.72K | +6.3% | $306,999 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.53K | +0.8% | $302,741 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Simplex Trading, Llc | 10.68K | Nuevo | $280,245 | 0.0% | New | 1 | SEC ↗ |
| 73 | Wells Fargo & Company/Mn | 9.88K | -80.2% | $259,427 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | New York State Common Retirement… | 6.60K | -77.2% | $173,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 6.07K | -1.7% | $159,364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Optiver Holding B.V. | 1.40K | +510.0% | $36,829 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Federated Hermes, Inc. | 586 | -13.3% | $15,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Royal Bank Of Canada | 515 | -56.4% | $14,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 398 | +403.8% | $10,448 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Pnc Financial Services Group, Inc. | 2 | Nuevo | $53 | 0.0% | New | 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
| Tidal Investments LLC | $371,201 | 0.0% |
| Envestnet Asset Management Inc | $342,878 | 0.0% |
| Simplex Trading, Llc | $280,245 | 0.0% |
| Pnc Financial Services Group… | $53 | 0.0% |
Posición cerrada
| Principal Financial Group Inc | $2.96M | era 0.0% |
| Healthcare Of Ontario Pension… | $2.53M | era 0.0% |
| Point72 Asset Management | $1.02M | era 0.0% |
| Universal- Beteiligungs- und… | $802,546 | era 0.0% |
| D. E. Shaw & Co. | $248,710 | era 0.0% |
| Canada Pension Plan… | $242,858 | era 0.0% |
| Manufacturers Life Insurance… | $217,285 | era 0.0% |
| Group One Trading Llc | $55,916 | era 0.0% |
| Jones Financial Companies Lllp | $4,389 | era 0.0% |
| Northwestern Mutual Wealth… | $3,277 | era 0.0% |
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: Q1 2026 ·
Metodología ·
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