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HRTG · BAC 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.

HRTGBAC
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
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterHRTGBAC
Q3 2020none listed holders, n.a.33 holders, $48.3bn
Q4 2020none listed holders, n.a.36 holders, $60.7bn
Q1 2021none listed holders, n.a.33 holders, $77.6bn
Q2 20211 holders, $52k30 holders, $83.1bn
Q3 20211 holders, $101k28 holders, $81.4bn
Q4 2021none listed holders, n.a.30 holders, $82.8bn
Q1 2022none listed holders, n.a.39 holders, $74.0bn
Q2 2022none listed holders, n.a.40 holders, $54.7bn
Q3 2022none listed holders, n.a.36 holders, $53.0bn
Q4 2022none listed holders, n.a.33 holders, $59.0bn
Q1 2023none listed holders, n.a.32 holders, $50.5bn
Q2 2023none listed holders, n.a.37 holders, $49.0bn
Q3 2023none listed holders, n.a.36 holders, $46.0bn
Q4 2023none listed holders, n.a.34 holders, $56.6bn
Q1 2024none listed holders, n.a.35 holders, $64.4bn
Q2 2024none listed holders, n.a.35 holders, $68.9bn
Q3 20241 holders, $7.1m43 holders, $60.8bn
Q4 20242 holders, $8.2m43 holders, $63.8bn
Q1 20251 holders, $8.9m40 holders, $59.8bn
Q2 20251 holders, $13m44 holders, $67.4bn
Q3 20251 holders, $12m44 holders, $72.1bn
Q4 20252 holders, $14m41 holders, $68.5bn
Q1 2026none listed holders, n.a.39 holders, $59.5bn
Q2 2026none listed holders, n.a.37 holders, $64.8bn
HRTG

Heritage Insurance HLDGS Inc

Holders
2
Reported value
$14m
Buyers
14
Sellers
13

Breadth +1 among 92 comparable managers.

InsuranceFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
41
Reported value
$68.5bn
Buyers
18
Sellers
31

Breadth -13 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HRTG (1)

Caxton Associates LLP

Only BAC (40)

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, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, and 15 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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