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HRTG · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HRTGV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HRTG
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterHRTGV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 2020none listed holders, n.a.52 holders, $67.1bn
Q1 2021none listed holders, n.a.58 holders, $64.5bn
Q2 20211 holders, $52k52 holders, $69.3bn
Q3 20211 holders, $101k56 holders, $63.6bn
Q4 2021none listed holders, n.a.47 holders, $58.0bn
Q1 2022none listed holders, n.a.59 holders, $61.8bn
Q2 2022none listed holders, n.a.57 holders, $55.2bn
Q3 2022none listed holders, n.a.57 holders, $50.7bn
Q4 2022none listed holders, n.a.54 holders, $59.4bn
Q1 2023none listed holders, n.a.55 holders, $64.0bn
Q2 2023none listed holders, n.a.54 holders, $65.2bn
Q3 2023none listed holders, n.a.55 holders, $61.5bn
Q4 2023none listed holders, n.a.48 holders, $68.6bn
Q1 2024none listed holders, n.a.50 holders, $73.1bn
Q2 2024none listed holders, n.a.45 holders, $69.5bn
Q3 20241 holders, $7.1m47 holders, $70.5bn
Q4 20242 holders, $8.2m48 holders, $77.6bn
Q1 20251 holders, $8.9m43 holders, $83.5bn
Q2 20251 holders, $13m45 holders, $83.4bn
Q3 20251 holders, $12m48 holders, $82.8bn
Q4 20252 holders, $14m49 holders, $86.0bn
Q1 2026none listed holders, n.a.49 holders, $73.3bn
Q2 2026none listed holders, n.a.52 holders, $81.9bn
HRTG

Heritage Insurance HLDGS Inc

Holders
1
Reported value
$13m
Buyers
0
Sellers
1

Breadth -1 among 95 comparable managers.

InsuranceFinancial services · L3VLUP
V

Visa Inc

Holders
45
Reported value
$83.4bn
Buyers
21
Sellers
23

Breadth -2 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HRTG (0)

None.

Only V (44)

Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 19 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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