$HRTG is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.03%, with an average of 0.01% of portfolio. Largest holder: Connor, Clark & Lunn Investment Management Ltd. at 0.03%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
HERITAGE INSURANCE HLDGS INC
13F holders
178
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
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Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 178 · Source: 13F-HR01
Massachusetts Institute of Technology
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02
Bahl & Gaynor Inc.
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03
Marshall & Sullivan Inc.
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04
Heritage Wealth Advisors
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05
Minneapolis Portfolio Management Group, LLC
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06
Axa S.a.
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07
State Street
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08
Greatmark Investment Partners, Inc.
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09
Orrstown Financial Services Inc.
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10
Main Management LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
5 holders · Q1 202601
Connor, Clark & Lunn Investment Management Ltd.
0.03% held
α +12.3pts
02
Level Financial Advisors
0.00% held
α +30.9pts
03
Citigroup Inc.
0.00% held
α +26.3pts
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
05
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
39 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $HRTG in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $HRTG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $HRTG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:27 UTC.