HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -7.0% ·
pay akışı -1.0% ·
net yeni pozisyonlar -7.5%
· formül
Geniş dağılım: azalan hisseler ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 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 ✦ (pasif) | 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 ✦ (pasif) | 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 | Yeni | $371,201 | 0.0% | New | 1 | SEC ↗ |
| 66 | Envestnet Asset Management Inc | 13.06K | Yeni | $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 | Yeni | $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 | Yeni | $53 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| Principal Financial Group Inc | $2.96M | idi 0.0% |
| Healthcare Of Ontario Pension… | $2.53M | idi 0.0% |
| Point72 Asset Management | $1.02M | idi 0.0% |
| Universal- Beteiligungs- und… | $802,546 | idi 0.0% |
| D. E. Shaw & Co. | $248,710 | idi 0.0% |
| Canada Pension Plan… | $242,858 | idi 0.0% |
| Manufacturers Life Insurance… | $217,285 | idi 0.0% |
| Group One Trading Llc | $55,916 | idi 0.0% |
| Jones Financial Companies Lllp | $4,389 | idi 0.0% |
| Northwestern Mutual Wealth… | $3,277 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 186 sahipler, 18.77M hisseler, $477.95M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.
Açık piyasa alımları (P)
Kapsama penceremizde açık piyasa içeriden alım işlemi yok.
Açık piyasa satışları (S)
Officer · 3.50K hisse · $121,579
Officer, Director · 2.50K hisse · $88,135
Officer · 6.57K hisse · $221,995
Officer, Director · 2.50K hisse · $87,750
Officer · 9.20K hisse · $311,994
Officer, Director · 10.00K hisse · $348,750
Officer · 3.50K hisse · $117,864
Officer, Director · 5.00K hisse · $172,725
Officer · 10.00K hisse · $341,587
Officer, Director · 5.00K hisse · $171,550
Ödüller, kullanımlar ve vergi stopajı hiçbir zaman alım veya satım olarak sayılmaz. Metodoloji