Cross-fund · 4 holders
HRTG
HERITAGE INSURANCE HLDGS INC
CUSIP 42727J102
4
Tracked holders
$120.3M
Aggregate value
4,366,950
Shares
5
Active funds
Funds holding HRTG
| Fund | Strategy | Period | Value | % of book | Δ shares | Status |
|---|---|---|---|---|---|---|
| BlackRock | Institutional | Q1 2026 | $57.5M | — | -23,360 | -1.1% |
| Vanguard | Institutional | Q4 2025 | $55.0M | — | +234,296 | +14.2% |
| Citadel | Multi-Strategy | Q1 2026 | $5.4M | — | -101,693 | -33.2% |
| Millennium | Multi-Strategy | Q1 2026 | $2.4M | — | +42,879 | +90.0% |
| Point72FEAT | Multi-Strategy | Q1 2026 | — | — | -34,947 | EXITED |
Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.