AI Holders Summary · Q2 2026

200 institutions reported HRTG in Q2 2026. BlackRock, Inc. leads at 18.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$61M2.3M0.00%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$34M1.3M0.01%Q2 2026 03

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$28M1.1M0.01%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$26M1.0M0.00%Q2 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$25M949K0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$20M750K0.00%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$15M564K0.00%Q2 2026 08

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$14M554K0.03%Q2 2026 09

Assenagon Asset Management S.A.

CIK 0001546007· Quasi-passive

$14M527K0.01%Q2 2026 10

Pacific Ridge Capital Partners, LLC

CIK 0001591546

$13M500K2.37%Q2 2026 11

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$10M387K0.01%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$10M384K0.00%Q2 2026 13

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$10M366K0.00%Q2 2026 14

JACOBS LEVY EQUITY MANAGEMENT, INC

CIK 0000884414

$9M359K0.04%Q1 2026 15

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$9M360K0.01%Q2 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$8M311K0.00%Q2 2026 17

Nuveen, LLC

CIK 0001871926

$8M304K0.00%Q2 2026 18

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$7M280K0.00%Q2 2026 19

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$7M273K0.00%Q1 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$7M260K0.12%Q2 2026

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