Catatan efek
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
80Pemegang yang dilacak
+3Δ pemegang
14.44MSaham yang dipegang
$376.77MNilai yang dilaporkan
+10Posisi baru
−7Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.9% ·
aliran saham +1.5% ·
posisi baru bersih +3.8%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasif) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasif) | 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 ✦ (pasif) | 749.88K | +1.5% | $19.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (pasif) | 749.88K | +1.5% | $19.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (pasif) | 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 | Baru | $3.94M | 0.0% | New | 1 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 151.25K | Baru | $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 | Baru | $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 | Baru | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 82 | Balyasny Asset Management L.P. | 95.99K | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Raymond James Financial Inc | $2.70M | adalah 0.0% |
| Tudor Investment Corp Et Al | $1.31M | adalah 0.0% |
| Sei Investments Co | $798,604 | adalah 0.0% |
| Tidal Investments LLC | $371,201 | adalah 0.0% |
| Grantham, Mayo, Van Otterloo… | $323,978 | adalah 0.0% |
| Simplex Trading, Llc | $280,245 | adalah 0.0% |
| Pnc Financial Services Group… | $53 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 186 pemegang, 18.77M saham, $477.95M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Pembelian di pasar terbuka (P)
Tidak ada pembelian insider di pasar terbuka dalam jendela cakupan kami.
Penjualan di pasar terbuka (S)
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K lbr · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K lbr · $172,725
Aug 17
Garateix Ernie J
Officer, Director · 5.00K lbr · $171,550
Aug 17
Lusk Kirk
Officer · 10.00K lbr · $341,587
Aug 10
Moura Timothy
Officer · 15.10K lbr · $490,681
Penghargaan, eksekusi, dan pemotongan pajak tidak pernah dihitung sebagai pembelian atau penjualan di sini. Metodologi
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API