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HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
80Détenteurs suivis
+3Δ détenteurs
14.44MActions détenues
$376.77MValeur déclarée
+10Nouvelles positions
−7Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +3.9% ·
flux d'actions +1.5% ·
nouvelles positions nettes +3.8%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
Qui le détient · Q2 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 1.31M | +5.1% | $34.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 1.31M | +5.1% | $34.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.31M | +5.1% | $34.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.31M | +5.1% | $34.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.31M | +5.1% | $34.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | American Century Companies Inc | 1.07M | +7.9% | $27.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Vanguard Capital Management Llc | 1.01M | +1.2% | $26.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passif) | 749.88K | +1.5% | $19.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passif) | 749.88K | +1.5% | $19.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passif) | 564.01K | +7.4% | $14.71M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Connor, Clark & Lunn Investment… | 553.56K | +0.5% | $14.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Connor, Clark & Lunn Investment… | 553.56K | +0.5% | $14.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Assenagon Asset Management S.A. | 526.64K | +14.0% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Assenagon Asset Management S.A. | 526.64K | +14.0% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 477.89K | +129.6% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 477.89K | +129.6% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 384.17K | +34.8% | $10.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 384.17K | +34.8% | $10.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 384.17K | +34.8% | $10.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 384.17K | +34.8% | $10.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 384.17K | +34.8% | $10.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 384.17K | +34.8% | $10.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 384.17K | +34.8% | $10.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 365.88K | +4.8% | $9.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 365.88K | +4.8% | $9.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 365.88K | +4.8% | $9.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 365.88K | +4.8% | $9.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 365.88K | +4.8% | $9.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Two Sigma Investments ✦ | 359.98K | +31.1% | $9.39M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Nuveen, LLC | 304.02K | +78.9% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Nuveen, LLC | 304.02K | +78.9% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 251.22K | +4.1% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 251.22K | +4.1% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northern Trust Corp | 251.22K | +4.1% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Northern Trust Corp | 251.22K | +4.1% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Northern Trust Corp | 251.22K | +4.1% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Millennium Management ✦ | 247.59K | +173.5% | $6.46M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 50 | Prudential Financial Inc | 239.20K | -51.4% | $6.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Prudential Financial Inc | 239.20K | -51.4% | $6.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 232.74K | +19.5% | $6.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 228.95K | +24.7% | $5.97M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 228.95K | +24.7% | $5.97M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 55 | Charles Schwab Investment… | 192.19K | -18.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 174.42K | -47.7% | $4.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 174.42K | -47.7% | $4.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Arrowstreet Capital ✦ | 167.31K | -23.5% | $4.36M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 59 | D. E. Shaw & Co. ✦ | 151.25K | Nouveau | $3.94M | 0.0% | New | 1 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 151.25K | Nouveau | $3.94M | 0.0% | New | 1 | SEC ↗ |
| 61 | Franklin Resources Inc | 146.82K | -6.1% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Franklin Resources Inc | 146.82K | -6.1% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Franklin Resources Inc | 146.82K | -6.1% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Franklin Resources Inc | 146.82K | -6.1% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 140.52K | +12.3% | $3.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 140.52K | +12.3% | $3.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Point72 Asset Management ✦ | 130.49K | Nouveau | $3.40M | 0.0% | New | 1 | SEC ↗ |
| 68 | Renaissance Technologies ✦ | 128.63K | -25.4% | $3.35M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 126.99K | -42.9% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Alliancebernstein L.P. | 113.85K | +39.2% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 110.12K | +7.9% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 110.12K | +7.9% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 110.12K | +7.9% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 110.12K | +7.9% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Citigroup Inc | 103.09K | -5.8% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Citigroup Inc | 103.09K | -5.8% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Citigroup Inc | 103.09K | -5.8% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Marshall Wace ✦ | 103.08K | -72.5% | $2.69M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 79 | Marshall Wace ✦ | 103.08K | -72.5% | $2.69M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 80 | First Trust Advisors Lp | 96.28K | +10.9% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Balyasny Asset Management L.P. | 95.99K | Nouveau | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 82 | Balyasny Asset Management L.P. | 95.99K | Nouveau | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 83 | UBS Group AG | 83.28K | -59.0% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 76.85K | -5.0% | $2.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 76.85K | -5.0% | $2.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 76.85K | -5.0% | $2.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 76.85K | -5.0% | $2.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 76.85K | -5.0% | $2.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 89 | Quantinno Capital Management LP | 72.02K | +202.8% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Ameriprise Financial Inc | 71.48K | -49.1% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Hrt Financial Lp | 70.39K | +22.4% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Boston Partners | 68.37K | +23.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Cerity Partners LLC | 59.35K | +13.9% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Cerity Partners LLC | 59.35K | +13.9% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Cerity Partners LLC | 59.35K | +13.9% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Creative Planning | 49.53K | +9.2% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Creative Planning | 49.53K | +9.2% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Victory Capital Management Inc | 49.50K | +59.7% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Swiss National Bank | 49.00K | 0.0% | $1.28M | 0.0% | Held | 3 | SEC ↗ |
| 100 | Invesco Ltd. | 43.74K | -80.9% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| D. E. Shaw & Co. | $3.94M | 0.0% |
| D. E. Shaw & Co. | $3.94M | 0.0% |
| Point72 Asset Management | $3.40M | 0.0% |
| Balyasny Asset Management L.P. | $2.50M | 0.0% |
| Balyasny Asset Management L.P. | $2.50M | 0.0% |
Sorti(e)
| Raymond James Financial Inc | $2.70M | était 0.0% |
| Tudor Investment Corp Et Al | $1.31M | était 0.0% |
| Sei Investments Co | $798,604 | était 0.0% |
| Tidal Investments LLC | $371,201 | était 0.0% |
| Grantham, Mayo, Van Otterloo… | $323,978 | était 0.0% |
| Simplex Trading, Llc | $280,245 | était 0.0% |
| Pnc Financial Services Group… | $53 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 186 détenteurs, 18.77M actions, $477.95M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K act. · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K act. · $172,725
Aug 17
Garateix Ernie J
Officer, Director · 5.00K act. · $171,550
Aug 17
Lusk Kirk
Officer · 10.00K act. · $341,587
Aug 10
Moura Timothy
Officer · 15.10K act. · $490,681
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q2 2026 ·
Méthodologie ·
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