Among active 13F managers last quarter, 9 opened and 27 added, while 16 reduced; the largest holder to move was American Century Companies Inc (+6.7%). Over the last 180 days, 5 insiders sold and 1 insider bought, a net -$4.9M in open-market trades.
The legs disagree, or only one of them leans.
171 tracked 13F filers disclose a position in HRTG as of the latest SEC 13F filings, a combined $471.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.3M | $60.8M | ▲+6.5% Added · +143K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 1.2M | $32.7M | ▲+3.0% Added · +37K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 1.0M | $26.4M | ▲+1.2% Added · +12K sh | Q2 2026 | |
| 4 | American Century Companies Inc | 989K | $26.0M | ▲+6.7% Added · +62K sh | Q1 2026 | |
| 5 | Vanguard Portfolio Management LLC | 949K | $24.8M | ▲+12% Added · +102K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 750K | $19.6M | ▲+1.5% Added · +11K sh | Q2 2026 | |
| 7 | State Street Corp | 564K | $14.7M | ▲+7.4% Added · +39K sh | Q2 2026 | |
| 8 | Connor, Clark & Lunn Investment Management Ltd. | 554K | $14.4M | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 9 | Pacific Ridge Capital Partners, LLC | 500K | $13.1M | ▲+23% Added · +95K sh | Q2 2026 | |
| 10 | Prudential Financial Inc | 492K | $12.9M | ▼−41% Reduced · −343K sh | Q1 2026 | |
| 11 | Marshall Wace, LLP | 375K | $9.8M | ▼−29% Reduced · −153K sh | Q1 2026 | |
| 12 | AQR Capital Management LLC | 349K | $9.2M | ▼−16% Reduced · −68K sh | Q1 2026 | |
| 13 | Jacobs Levy Equity Management, Inc | 338K | $8.8M | ▼−5.8% Reduced · −21K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 333K | $8.7M | ▲+92% Added · +160K sh | Q1 2026 | |
| 15 | Morgan Stanley | 285K | $7.5M | ▲+4.6% Added · +13K sh | Q1 2026 | |
| 16 | Two Sigma Investments, LP | 275K | $7.2M | ▲+229% Added · +191K sh | Q1 2026 | |
| 17 | Bridgeway Capital Management, LLC | 260K | $6.8M | —Held | Q2 2026 | |
| 18 | Northern Trust Corp | 241K | $6.3M | ▲+3.9% Added · +9K sh | Q1 2026 | |
| 19 | Charles Schwab Investment Management Inc | 235K | $6.2M | ▼−8.0% Reduced · −21K sh | Q1 2026 | |
| 20 | Citadel Advisors LLC | 229K | $6.0M | ▲+25% Added · +45K sh | Q2 2026 | |
| 21 | Qube Research & Technologies Ltd | 222K | $5.8M | ▼−24% Reduced · −70K sh | Q1 2026 | |
| 22 | Arrowstreet Capital, Limited Partnership | 219K | $5.7M | ▲+53% Added · +75K sh | Q1 2026 | |
| 23 | Jane Street Group, LLC | 208K | $5.5M | ▲+436% Added · +169K sh | Q1 2026 | |
| 24 | UBS Group AG | 203K | $5.3M | ▼−33% Reduced · −99K sh | Q1 2026 | |
| 25 | Bank Of America Corp | 195K | $5.1M | ▲+92% Added · +94K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in HRTG and 27 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 93 funds | $261.2B |
| Microsoft CorpMSFT | 93 funds | $162.7B |
| Amazon.com IncAMZN | 92 funds | $128.5B |
| Eli Lilly & CoLLY | 91 funds | $55.5B |
| Lam Research CorpLRCX | 90 funds | $32.1B |
| Costco Wholesale CorpCOST | 90 funds | $22.7B |
| Meta Platforms Inc-Class AMETA | 89 funds | $68.3B |
| Apple IncAAPL | 88 funds | $186.0B |
| Chevron CorpCVX | 88 funds | $18.8B |
| Visa Inc-Class A SharesV | 87 funds | $38.4B |
| Micron Technology IncMU | 87 funds | $38.4B |
| Mastercard Inc - AMA | 87 funds | $36.1B |
Ranked by how many of HRTG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HRTG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 7K | $222K |
| Sep 3, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sell (S) | 3K | $88K |
| Sep 1, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 9K | $312K |
| Aug 24, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sell (S) | 10K | $349K |
| Aug 19, 2026 | Johns Timothy E | See Remarks | Sell (S) | 4K | $118K |
| Aug 18, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sell (S) | 5K | $173K |
| Aug 17, 2026 | Lusk Kirk | Chief Financial Officer | Sell (S) | 10K | $342K |
| Aug 17, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sell (S) | 5K | $172K |
| Aug 10, 2026 | Moura Timothy | See Remarks | Sell (S) | 15K | $491K |
| Aug 3, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 9K | $276K |
| Jul 1, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 9K | $244K |
| Jun 22, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 9K | $224K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 50 | 33 | – |
Insiders Form 4 open-market | 1 | 5 | -$4.9M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| HRTGthis pagecs | 171 funds | $471.5M |
| HRTG 5.875 08/01/37NOTE 5.875% 8/0 | 1 funds | $13K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HRTG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HRTG/capital-change-brief"
Use Arkolith's capital_change_brief for HRTG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HRTG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.