증권 기록 · 과거 분기 (아카이브)
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
80추적 보유자
-6Δ 보유자
14.28M보유 주식 수
$375.23M보고 가치
+4신규 편입 포지션
−10청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -7.0% ·
주식 흐름 -1.0% ·
순 신규 포지션 -7.5%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (패시브) | 2.19M | -1.1% | $57.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (패시브) | 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 ✦ (패시브) | 738.89K | +11.0% | $19.40M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | Geode Capital Management ✦ (패시브) | 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 ✦ (패시브) | 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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Principal Financial Group Inc | $2.96M | 이었음 0.0% |
| Healthcare Of Ontario Pension… | $2.53M | 이었음 0.0% |
| Point72 Asset Management | $1.02M | 이었음 0.0% |
| Universal- Beteiligungs- und… | $802,546 | 이었음 0.0% |
| D. E. Shaw & Co. | $248,710 | 이었음 0.0% |
| Canada Pension Plan… | $242,858 | 이었음 0.0% |
| Manufacturers Life Insurance… | $217,285 | 이었음 0.0% |
| Group One Trading Llc | $55,916 | 이었음 0.0% |
| Jones Financial Companies Lllp | $4,389 | 이었음 0.0% |
| Northwestern Mutual Wealth… | $3,277 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 186 보유 기관, 18.77M 주식, $477.95M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K 주(sh) · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K 주(sh) · $172,725
Aug 17
Garateix Ernie J
Officer, Director · 5.00K 주(sh) · $171,550
Aug 17
Lusk Kirk
Officer · 10.00K 주(sh) · $341,587
Aug 10
Moura Timothy
Officer · 15.10K 주(sh) · $490,681
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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