155 tracked 13F filers disclose a position in HRTG as of the latest SEC 13F filings, a combined $438.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $57.5M | 2.2M | ▼−1.1% Reduced · −23K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $32.7M | 1.2M | ▲+3.0% Added · +37K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $26.3M | 1.0M | →First observed position No prior filed position | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $26.0M | 989K | ▲+6.7% Added · +62K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $22.2M | 847K | →First observed position No prior filed position | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $19.4M | 739K | ▲+11% Added · +73K sh | Q1 2026 | |
| 7 | Connor, Clark & Lunn Investment Management Ltd. | $14.5M | 551K | ▼−5.1% Reduced · −29K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $13.8M | 525K | ▲+3.5% Added · +18K sh | Q1 2026 | |
| 9 | PRUDENTIAL FINANCIAL INC | $12.9M | 492K | ▼−41% Reduced · −343K sh | Q1 2026 | |
| 10 | MARSHALL WACE, LLP | $9.8M | 375K | ▼−29% Reduced · −153K sh | Q1 2026 | |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | $9.4M | 359K | ▲+4.3% Added · +15K sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $9.2M | 349K | ▼−16% Reduced · −68K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $8.7M | 333K | ▲+92% Added · +160K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $7.5M | 285K | ▲+4.6% Added · +13K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $7.2M | 275K | ▲+229% Added · +191K sh | Q1 2026 | |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.8M | 260K | ▲+4.5% Added · +11K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $6.3M | 241K | ▲+3.9% Added · +9K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.2M | 235K | ▼−8.0% Reduced · −21K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | $5.8M | 222K | ▼−24% Reduced · −70K sh | Q1 2026 | |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.7M | 219K | ▲+53% Added · +75K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $5.5M | 208K | ▲+436% Added · +169K sh | Q1 2026 | |
| 22 | UBS Group AG | $5.3M | 203K | ▼−33% Reduced · −99K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $5.1M | 195K | ▲+92% Added · +94K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $4.8M | 184K | ▲+23% Added · +34K sh | Q1 2026 | |
| 25 | RENAISSANCE TECHNOLOGIES LLC | $4.5M | 173K | ▼−5.0% Reduced · −9K 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, 1 fund opened a new position in HRTG and 25 added to an existing one, while 16 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 61 funds | $27.3B |
| AMAZON.COM INCAMZN | 61 funds | $19.5B |
| ALPHABET INC-CL AGOOGL | 61 funds | $18.3B |
| JPMORGAN CHASE & COJPM | 61 funds | $7.8B |
| COSTCO WHOLESALE CORPCOST | 61 funds | $5.0B |
| BROADCOM INCAVGO | 60 funds | $13.9B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $13.2B |
| ELI LILLY & COLLY | 60 funds | $7.5B |
| VISA INC-CLASS A SHARESV | 60 funds | $6.3B |
| MASTERCARD INC - AMA | 60 funds | $4.7B |
| HOME DEPOT INCHD | 60 funds | $3.5B |
| NVIDIA CORPNVDA | 59 funds | $37.1B |
Ranked by how many of HRTG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 9K | $244K |
| Jun 22, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 9K | $224K |
| May 19, 2026 | WHITING PAUL L | Director | Buy (P) | 15K | $353K |
| May 19, 2026 | WHITING PAUL L | Director | Buy (P) | 1K | $24K |
| May 1, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 9K | $267K |
| Apr 20, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sell (S) | 8K | $221K |
| Apr 20, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sell (S) | 300 | $9K |
| Apr 2, 2026 | Moura Timothy | See Remarks | Sell (S) | 8K | $212K |
| Apr 2, 2026 | Moura Timothy | See Remarks | Sell (S) | 16K | $426K |
| Apr 1, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 9K | $223K |
| Apr 1, 2026 | Binnun Sharon | Chief Accounting Officer | Sell (S) | 500 | $13K |
| Apr 1, 2026 | Moura Timothy | See Remarks | Sell (S) | 25K | $635K |
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.