Registro do valor mobiliário
HRTG
Heritage Insurance Holdings, Inc. · Financial Services · Insurance - Property & Casualty
80Detentores rastreados
+3Δ titulares
14.44MAções mantidas
$376.77MValor reportado
+10Novas posições
−7Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores +3.9% ·
fluxo de ações +1.5% ·
novas posições líquidas +3.8%
— fórmula
Acumulação ampla — aumento de ações entre um número maior de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q2 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quem detém · Q2 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 2 | Dimensional Fund Advisors Lp | 1.31M | +5.1% | $34.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | American Century Companies Inc | 1.07M | +7.9% | $27.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.01M | +1.2% | $26.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passivo) | 749.88K | +1.5% | $19.56M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passivo) | 564.01K | +7.4% | $14.71M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Connor, Clark & Lunn Investment… | 553.56K | +0.5% | $14.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Assenagon Asset Management S.A. | 526.64K | +14.0% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Jane Street Group, Llc | 477.89K | +129.6% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 384.17K | +34.8% | $10.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 11 | AQR Capital Management ✦ | 365.88K | +4.8% | $9.54M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 12 | Two Sigma Investments ✦ | 359.98K | +31.1% | $9.39M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Nuveen, LLC | 304.02K | +78.9% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Northern Trust Corp | 251.22K | +4.1% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Millennium Management ✦ | 247.59K | +173.5% | $6.46M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 16 | Prudential Financial Inc | 239.20K | -51.4% | $6.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Bank Of America Corp /De/ | 232.74K | +19.5% | $6.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 228.95K | +24.7% | $5.97M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 19 | Charles Schwab Investment… | 192.19K | -18.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 174.42K | -47.7% | $4.55M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 21 | Arrowstreet Capital ✦ | 167.31K | -23.5% | $4.36M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 151.25K | Novo | $3.94M | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Franklin Resources Inc | 146.82K | -6.1% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | Fidelity (FMR) ✦ | 140.52K | +12.3% | $3.66M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 25 | Point72 Asset Management ✦ | 130.49K | Novo | $3.40M | 0.0% | New | 1 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 128.63K | -25.4% | $3.35M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 126.99K | -42.9% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Alliancebernstein L.P. | 113.85K | +39.2% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 110.12K | +7.9% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Citigroup Inc | 103.09K | -5.8% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Marshall Wace ✦ | 103.08K | -72.5% | $2.69M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 32 | First Trust Advisors Lp | 96.28K | +10.9% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Balyasny Asset Management L.P. | 95.99K | Novo | $2.50M | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | UBS Group AG | 83.28K | -59.0% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 76.85K | -5.0% | $2.02M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 36 | Quantinno Capital Management LP | 72.02K | +202.8% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 71.48K | -49.1% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Hrt Financial Lp | 70.39K | +22.4% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Boston Partners | 68.37K | +23.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Cerity Partners LLC | 59.35K | +13.9% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 41 | Creative Planning | 49.53K | +9.2% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Victory Capital Management Inc | 49.50K | +59.7% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Swiss National Bank | 49.00K | 0.0% | $1.28M | 0.0% | Held | 3 | SEC ↗ |
| 44 | Invesco Ltd. | 43.74K | -80.9% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 45 | Corient Private Wealth LP | 42.95K | Novo | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 46 | State Of Wisconsin Investment Board | 38.24K | +62.9% | $997,377 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mariner, LLC | 34.82K | +20.1% | $908,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 33.36K | -21.4% | $870,012 | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 49 | Rhumbline Advisers | 32.71K | +8.3% | $852,963 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Peak6 Llc | 32.34K | Novo | $843,479 | 0.0% | New | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 25.22K | +21.0% | $657,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Barclays Plc | 24.34K | -3.9% | $634,814 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Man Group plc | 23.60K | -0.1% | $615,592 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 21.20K | +114.5% | $552,921 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | Legal & General Group Plc | 19.72K | +19.3% | $514,193 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | T. Rowe Price ✦ | 19.54K | +3.6% | $510,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 19.18K | -61.9% | $500,077 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 58 | UBS AM, a distinct business unit of… | 19.01K | -4.5% | $495,703 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 59 | Stifel Financial Corp | 17.10K | -1.7% | $445,968 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Voya Investment Management Llc | 16.05K | +4.4% | $418,453 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 61 | Susquehanna International Group, Llp | 15.64K | -51.0% | $407,943 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Truist Financial Corp | 15.07K | -59.5% | $392,973 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Envestnet Asset Management Inc | 13.02K | -0.3% | $339,562 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Wealth Enhancement Advisory… | 11.62K | -0.8% | $326,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.41K | -1.1% | $297,547 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | LPL Financial LLC | 11.26K | -42.1% | $293,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Squarepoint Ops LLC | 11.20K | -85.8% | $292,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | New York State Common Retirement… | 10.80K | +63.6% | $281,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 10.61K | Novo | $276,709 | 0.0% | New | 1 | SEC ↗ |
| 70 | Hsbc Holdings Plc | 10.32K | Novo | $272,244 | 0.0% | New | 1 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 6.25K | -50.7% | $163,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Mitsubishi UFJ Trust & Banking Corp | 5.39K | Novo | $140,467 | 0.0% | New | 1 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 4.75K | -21.8% | $123,880 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Optiver Holding B.V. | 1.33K | -5.4% | $34,608 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Royal Bank Of Canada | 1.04K | +102.5% | $27,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 76 | BNP Paribas Asset Management… | 415 | -99.2% | $10,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 187 | -53.0% | $4,877 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 78 | Federated Hermes, Inc. | 79 | -86.5% | $2,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Jones Financial Companies Lllp | 58 | Novo | $1,500 | 0.0% | New | 1 | SEC ↗ |
| 80 | National Bank Of Canada /Fi/ | 3 | Novo | $78 | 0.0% | New | 1 | SEC ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| D. E. Shaw & Co. | $3.94M | 0.0% |
| Point72 Asset Management | $3.40M | 0.0% |
| Balyasny Asset Management L.P. | $2.50M | 0.0% |
| Corient Private Wealth LP | $1.12M | 0.0% |
| Peak6 Llc | $843,479 | 0.0% |
| Mercer Global Advisors Inc… | $276,709 | 0.0% |
| Hsbc Holdings Plc | $272,244 | 0.0% |
| Mitsubishi UFJ Trust &… | $140,467 | 0.0% |
| Jones Financial Companies Lllp | $1,500 | 0.0% |
| National Bank Of Canada /Fi/ | $78 | 0.0% |
Encerrado
| Raymond James Financial Inc | $2.70M | era 0.0% |
| Tudor Investment Corp Et Al | $1.31M | era 0.0% |
| Sei Investments Co | $798,604 | era 0.0% |
| Tidal Investments LLC | $371,201 | era 0.0% |
| Grantham, Mayo, Van Otterloo… | $323,978 | era 0.0% |
| Simplex Trading, Llc | $280,245 | era 0.0% |
| Pnc Financial Services Group… | $53 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 186 detentores, 18.77M ações, $477.95M reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Sep 18
JOHNS TIMOTHY E
Officer · 3.50K ações · $121,579
Sep 14
Garateix Ernie J
Officer, Director · 2.50K ações · $88,135
Sep 09
Binnun Sharon
Officer · 6.57K ações · $221,995
Sep 03
Garateix Ernie J
Officer, Director · 2.50K ações · $87,750
Sep 01
Binnun Sharon
Officer · 9.20K ações · $311,994
Aug 24
Garateix Ernie J
Officer, Director · 10.00K ações · $348,750
Aug 19
JOHNS TIMOTHY E
Officer · 3.50K ações · $117,864
Aug 18
Garateix Ernie J
Officer, Director · 5.00K ações · $172,725
Aug 17
Lusk Kirk
Officer · 10.00K ações · $341,587
Aug 17
Garateix Ernie J
Officer, Director · 5.00K ações · $171,550
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Sep 25
SC 13G/A — Hyer Raymond T
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q2 2026 ·
Metodologia ·
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