Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Heritage Insurance Holdings, Inc. inkluderar Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Vanguard Fiduciary Trust Co, CWM Advisors, LLC, Vanguard Global Advisers, LLC, Optimize Financial Inc, VANGUARD ASSET MANAGEMENT, Ltd, Bleakley Financial Group, LLC, Swiss Life Asset Management Ltd, Vanguard Investments Australia, Ltd., Atlantic Union Bankshares Corp, Armstrong Advisory Group, Inc, Versant Capital Management, Inc, och Stone House Investment Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Jane Street Group, Llc | 208 163 | 436,02 | 5 464 | 380,99 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 84 250 | 2 212 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 50 317 | 31,70 | 1 321 | 18,17 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 126 871 | 65,04 | 3 330 | 48,07 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 26 168 | 16,94 | 687 | 4,89 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 14 305 | 376 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 4 246 | 10,46 | 111 | −0,89 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 218 655 | 52,57 | 5 740 | 36,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 183 632 | 22,56 | 4 820 | 9,97 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12 834 | 2,80 | 0 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Put | 100 | 3 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 13 | 0 | ||||||
| 2026-05-11 | 13F | Pacific Ridge Capital Partners, LLC | 405 860 | 9,12 | 10 654 | −2,11 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 846 693 | 22 226 | ||||||
| 2026-05-12 | 13F | Optimize Financial Inc | 17 722 | 465 | ||||||
| 2026-05-12 | 13F | Rhumbline Advisers | 30 186 | 0,43 | 792 | −9,90 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1 444 | 108,37 | 38 | 85,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 23 781 | 26,72 | 624 | 13,66 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Call | 10 500 | 276 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 10 676 | 280 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 599 | 41,61 | 16 | 25,00 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 12 684 | 20,32 | 333 | 7,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 718 | 1,06 | 45 | −8,16 | ||||
| 2026-05-15 | 13F | Interval Partners, LP | 32 857 | 1,50 | 862 | −8,98 | ||||
| 2026-05-15 | 13F | Man Group plc | 23 617 | 124,01 | 620 | 100,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 37 195 | 0,11 | 976 | −10,21 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 156 321 | 71,89 | 4 103 | 54,25 | ||||
| 2026-05-15 | 13F | State Street Corp | 525 099 | 3,45 | 13 784 | −7,19 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 58 915 | 1 547 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 102 957 | 0,18 | 2 703 | −10,14 | ||||
| 2026-05-15 | 13F | VARCOV Co. | 25 267 | 47,79 | 663 | 32,60 | ||||
| 2026-05-11 | 13F | Boston Partners | 55 538 | 4,33 | 1 458 | −6,42 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 31 500 | 262,07 | 827 | 225,20 | |||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 9 983 | 344 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 125 129 | 13,32 | 3 285 | 1,67 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 15 200 | 35,71 | 405 | 23,55 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 86 818 | 5,56 | 2 279 | −5,32 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 949 | 246,80 | 51 | 218,75 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 114 300 | 1,60 | 3 000 | −8,84 | |||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 306 | 9,68 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13 062 | 343 | ||||||
| 2026-05-15 | 13F | Jacobs Levy Equity Management, Inc | 358 682 | 4,35 | 9 415 | −6,38 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 81 814 | 19,42 | 2 394 | 19,41 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 20 843 | 10,66 | 547 | −0,73 | ||||
| 2026-04-30 | 13F | Teacher Retirement System Of Texas | 31 160 | 818 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3 | 50,00 | 0 | |||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 469 | 1,52 | 12 | −7,69 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 26 303 | 1,89 | 690 | −8,61 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 19 907 | 26,80 | 523 | 13,73 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 18 856 | 38,29 | 0 | |||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 1 001 243 | 26 283 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 63 612 | 13,72 | 1 861 | 32,17 | ||||
| 2026-04-27 | 13F | Counterpoint Mutual Funds LLC | 11 854 | 35,92 | 311 | 21,96 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 17 540 | 460 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 9 300 | 13,41 | 272 | 32,04 | |||
| 2026-05-12 | 13F | Invesco Ltd. | 228 720 | 195,42 | 6 004 | 165,03 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 | 0 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 15 224 | 30,38 | 0 | |||||
| 2026-05-14 | 13F | Jump Financial, LLC | 21 600 | 23,62 | 567 | 10,96 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1 881 027 | 14,23 | 55 039 | 32,74 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 988 951 | 6,71 | 25 960 | −4,27 | ||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 1 403 | 510,00 | 37 | 500,00 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 6 623 | 174 | ||||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 1 246 923 | 3,05 | 32 732 | −7,55 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 134 | 13,56 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 14 141 | 371 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 194 689 | 92,49 | 5 111 | 72,69 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 162 178 | 6,52 | 4 257 | −4,42 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 7 524 | 3,47 | 220 | 20,22 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 51 113 | 1 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 68 | 15,25 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 78 627 | 64,01 | 2 064 | 47,15 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 274 542 | 229,47 | 7 207 | 195,57 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 264 | 23,09 | 296 | 10,49 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 333 283 | 92,07 | 8 749 | 72,31 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 16 490 | 433 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 156 336 | 4 104 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 14 | 0 | ||||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 11 011 | 289 | ||||||
| 2026-05-07 | 13F | Navellier & Associates Inc | 47 200 | 51,00 | 1 239 | 35,56 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 790 | 21 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 51 925 | 127,02 | 1 363 | 103,74 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 90 521 | 90,00 | 2 376 | 70,44 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 16 200 | 474 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 285 084 | 4,64 | 7 483 | −6,13 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1 | 0 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11 722 | 6,32 | 307 | 5,88 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 169 898 | 0,26 | 4 460 | −10,06 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 109 398 | 124,20 | 2 872 | 101,19 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 42 424 | 93,13 | 1 114 | 73,36 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 404 | 21,32 | 11 | 11,11 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11 533 | 0,84 | 303 | −9,58 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11 247 | 295 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 398 | 403,80 | 10 | 400,00 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 17 124 | 450 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 907 | 50 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 52 100 | 22,53 | 1 368 | 9,89 | ||||
| 2026-05-13 | 13F | State of Wyoming | 9 457 | 2,04 | 248 | −8,49 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 738 890 | 10,96 | 19 399 | −0,45 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 203 | 4 975,00 | 6 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 241 415 | 3,92 | 6 337 | −6,77 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 43 436 | 57,22 | 1 271 | 82,73 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 38 873 | 1 020 | ||||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 259 973 | 4,49 | 6 824 | −6,25 |
