AI Holders Summary · Q1 2026

198 institutions reported HRTG in Q1 2026. BlackRock, Inc. leads at 17.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$57M2.2M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$33M1.2M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$26M1.0M0.00%Q1 2026 04

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$26M989K0.01%Q1 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$22M847K0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$19M739K0.00%Q1 2026 07

MARSHALL WACE, LLP

CIK 0001318757

$15M527K0.01%Q4 2025 08

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$14M551K0.03%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$14M525K0.00%Q1 2026 10

PRUDENTIAL FINANCIAL INC

CIK 0001137774

$13M492K0.02%Q1 2026 11

Pacific Ridge Capital Partners, LLC

CIK 0001591546

$11M406K2.31%Q1 2026 12

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$10M387K0.01%Q1 2026 13

JACOBS LEVY EQUITY MANAGEMENT, INC

CIK 0000884414

$9M359K0.04%Q1 2026 14

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$9M349K0.00%Q1 2026 15

CITADEL ADVISORS LLC

CIK 0001423053

$9M307K0.00%Q4 2025 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$9M333K0.00%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$7M285K0.00%Q1 2026 18

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$7M275K0.01%Q1 2026 19

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$7M273K0.00%Q1 2026 20

Assenagon Asset Management S.A.

CIK 0001546007

$7M263K0.01%Q2 2026

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