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 ↗ |
| 2 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 2.33M | +6.5% | $60.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 749.88K | +1.5% | $19.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passivo) | 749.88K | +1.5% | $19.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passivo) | 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 | Novo | $3.94M | 0.0% | New | 1 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 151.25K | Novo | $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 | Novo | $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 | Novo | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 82 | Balyasny Asset Management L.P. | 95.99K | Novo | $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 ↗ |
"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% |
| 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% |
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)
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
Garateix Ernie J
Officer, Director · 5.00K ações · $171,550
Aug 17
Lusk Kirk
Officer · 10.00K ações · $341,587
Aug 10
Moura Timothy
Officer · 15.10K ações · $490,681
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
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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