证券记录 · 已归档季度
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
80被追踪持有人
-6Δ持有人
14.28M持有股份
$375.23M报告持仓市值
+4新建仓位
−10清仓
动量输入（同类管理人）：
持有人广度 -7.0% ·
股份流向 -1.0% ·
净新建仓位 -7.5%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 298.18K | $9.92M | n/a | n/a |
| 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 |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 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 ✦ (被动) | 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 ✦ (被动) | 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 | 新增 | $371,201 | 0.0% | New | 1 | SEC ↗ |
| 66 | Envestnet Asset Management Inc | 13.06K | 新增 | $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 | 新增 | $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 | 新增 | $53 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Principal Financial Group Inc | $2.96M | 曾为 0.0% |
| Healthcare Of Ontario Pension… | $2.53M | 曾为 0.0% |
| Point72 Asset Management | $1.02M | 曾为 0.0% |
| Universal- Beteiligungs- und… | $802,546 | 曾为 0.0% |
| D. E. Shaw & Co. | $248,710 | 曾为 0.0% |
| Canada Pension Plan… | $242,858 | 曾为 0.0% |
| Manufacturers Life Insurance… | $217,285 | 曾为 0.0% |
| Group One Trading Llc | $55,916 | 曾为 0.0% |
| Jones Financial Companies Lllp | $4,389 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $3,277 | 曾为 0.0% |
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
持有该证券的受追踪机构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)
Oct 19
JOHNS TIMOTHY E
Officer · 3.50K 股 · $125,686
Sep 18
JOHNS TIMOTHY E
Officer · 3.50K 股 · $121,579
Sep 14
Garateix Ernie J
Officer, Director · 2.50K 股 · $88,135
Sep 09
Binnun Sharon
Officer · 6.57K 股 · $221,995
Sep 03
Garateix Ernie J
Officer, Director · 2.50K 股 · $87,750
Sep 01
Binnun Sharon
Officer · 9.20K 股 · $311,994
Aug 24
Garateix Ernie J
Officer, Director · 10.00K 股 · $348,750
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
Lusk Kirk
Officer · 10.00K 股 · $341,587
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
Sep 25
SC 13G/A: Hyer Raymond T
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: Q1 2026 ·
方法论 ·
通过API获取此数据