Scheda del titolo · trimestre archiviato
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
80Holder monitorati
-6Δ titolari
14.28MQuote detenute
$375.23MValore dichiarato
+4Nuove posizioni
−10Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -7.0% ·
flusso azionario -1.0% ·
nuove posizioni nette -7.5%
— formula
Distribuzione diffusa — azioni in calo e minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
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 · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 1.25M | +3.0% | $32.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.25M | +3.0% | $32.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.25M | +3.0% | $32.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.25M | +3.0% | $32.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.25M | +3.0% | $32.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Vanguard Capital Management Llc | 1.00M | — | $26.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | American Century Companies Inc | 988.95K | +6.7% | $25.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passivo) | 738.89K | +11.0% | $19.40M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passivo) | 738.89K | +11.0% | $19.40M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Connor, Clark & Lunn Investment… | 550.87K | -5.1% | $14.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passivo) | 525.10K | +3.5% | $13.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Prudential Financial Inc | 492.09K | -41.1% | $12.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Prudential Financial Inc | 492.09K | -41.1% | $12.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assenagon Asset Management S.A. | 461.84K | -0.1% | $12.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Marshall Wace ✦ | 374.91K | -28.9% | $9.84M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Marshall Wace ✦ | 374.91K | -28.9% | $9.84M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 349.25K | -16.3% | $9.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 349.25K | -16.3% | $9.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 349.25K | -16.3% | $9.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 349.25K | -16.3% | $9.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 349.25K | -16.3% | $9.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 349.25K | -16.3% | $9.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 333.28K | +92.1% | $8.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 333.28K | +92.1% | $8.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 285.08K | +4.6% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 285.08K | +4.6% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 285.08K | +4.6% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 285.08K | +4.6% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 285.08K | +4.6% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 285.08K | +4.6% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 285.08K | +4.6% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 274.54K | +229.5% | $7.21M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Northern Trust Corp | 241.41K | +3.9% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 241.41K | +3.9% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 241.41K | +3.9% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Northern Trust Corp | 241.41K | +3.9% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 241.41K | +3.9% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Charles Schwab Investment… | 234.64K | -8.1% | $6.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Invesco Ltd. | 228.72K | +195.4% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Invesco Ltd. | 228.72K | +195.4% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Invesco Ltd. | 228.72K | +195.4% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Invesco Ltd. | 228.72K | +195.4% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 222.38K | -23.9% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Arrowstreet Capital ✦ | 218.66K | +52.6% | $5.74M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 58 | Jane Street Group, Llc | 208.16K | +436.0% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Jane Street Group, Llc | 208.16K | +436.0% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Jane Street Group, Llc | 208.16K | +436.0% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | UBS Group AG | 203.00K | -32.9% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Bank Of America Corp /De/ | 194.69K | +92.5% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 183.63K | +22.6% | $4.82M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 183.63K | +22.6% | $4.82M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 65 | Renaissance Technologies ✦ | 172.53K | -5.0% | $4.53M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Nuveen, LLC | 169.90K | +0.3% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Nuveen, LLC | 169.90K | +0.3% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Franklin Resources Inc | 156.32K | +71.9% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Franklin Resources Inc | 156.32K | +71.9% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Franklin Resources Inc | 156.32K | +71.9% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Franklin Resources Inc | 156.32K | +71.9% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Ameriprise Financial Inc | 140.46K | -9.1% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Ameriprise Financial Inc | 140.46K | -9.1% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 125.13K | +13.3% | $3.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | Fidelity (FMR) ✦ | 125.13K | +13.3% | $3.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | Citigroup Inc | 109.40K | +124.2% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Citigroup Inc | 109.40K | +124.2% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Raymond James Financial Inc | 102.96K | +0.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Raymond James Financial Inc | 102.96K | +0.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Raymond James Financial Inc | 102.96K | +0.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 102.08K | -5.5% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 102.08K | -5.5% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 102.08K | -5.5% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 102.08K | -5.5% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Alliancebernstein L.P. | 81.81K | +19.4% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Millennium Management ✦ | 90.52K | +90.0% | $2.38M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 87 | First Trust Advisors Lp | 86.82K | +5.6% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 80.89K | -4.5% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 80.89K | -4.5% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 80.89K | -4.5% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Squarepoint Ops LLC | 78.63K | +64.0% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Hrt Financial Lp | 57.51K | -66.5% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Boston Partners | 55.54K | +4.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | BNP Paribas Asset Management… | 54.50K | -0.5% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Cerity Partners LLC | 52.10K | +22.5% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Cerity Partners LLC | 52.10K | +22.5% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Cerity Partners LLC | 52.10K | +22.5% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Osaic Holdings, Inc. | 50.32K | +31.7% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Osaic Holdings, Inc. | 50.32K | +31.7% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Tudor Investment Corp Et Al | 50.07K | -73.0% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Nessun nuovo acquirente tracciato questo trimestre. |
Uscito
| 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% |
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)
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
Garateix Ernie J
Officer, Director · 5.00K az. · $171,550
Aug 17
Lusk Kirk
Officer · 10.00K az. · $341,587
Aug 10
Moura Timothy
Officer · 15.10K az. · $490,681
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
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: Q1 2026 ·
Metodologia ·
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