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Heritage Insurance (HRTG) Institutional Ownership

Heritage Insurance logo
$11.82 +0.30 (+2.60%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for Heritage Insurance (NYSE:HRTG)

Current
Institutional Ownership
Percentage
59.03%
Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$18.38M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$17.53M
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HRTG Institutional Buying and Selling by Quarter

Heritage Insurance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.13,362$164K0.0%-82.3%0.044%
11/19/2024 Barclays PLC41,135$503K0.0%-19.2%0.134%
11/16/2024 Geode Capital Management LLC501,911$6.15M0.0%-6.0%1.636%
11/15/2024 Barclays PLC41,135$503K0.0%-19.2%0.134%
11/15/2024 State Street Corp371,057$4.54M0.0%+27.4%1.209%
11/15/2024 Stifel Financial Corp55,185$675K0.0%-19.5%0.180%
11/15/2024 Point72 Asset Management L.P.38,153$467K0.0%N/A0.124%
11/15/2024 Centiva Capital LP41,003$502K0.0%N/A0.134%
11/14/2024 Verition Fund Management LLC32,700$400K0.0%+15.1%0.107%
11/14/2024 MetLife Investment Management LLC13,391$164K0.0%+129.1%0.044%
11/13/2024 BNP Paribas Financial Markets19,215$235K0.0%+412.8%0.063%
11/13/2024 FMR LLC87,547$1.07M0.0%+28,416.9%0.285%
11/13/2024 Dynamic Technology Lab Private Ltd29,499$361K0.0%+109.7%0.096%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.388,587$4.76M0.0%+22.0%1.267%
11/8/2024 Segall Bryant & Hamill LLC125,867$1.54M0.0%N/A0.410%
11/6/2024 Empowered Funds LLC109,552$1.34M0.0%+5.3%0.357%
11/6/2024 Cornercap Investment Counsel Inc.16,803$206K0.1%N/A0.055%
11/5/2024 Victory Capital Management Inc.83,000$1.02M0.0%-21.7%0.270%
11/5/2024 GSA Capital Partners LLP100,055$1.23M0.1%+20.3%0.326%
10/23/2024 Assenagon Asset Management S.A.235,019$2.88M0.0%+87.6%0.767%
10/16/2024 nVerses Capital LLC4,000$49K0.0%N/A0.013%
10/10/2024 Ritholtz Wealth Management20,524$251K0.0%-17.6%0.067%
8/16/2024 Driehaus Capital Management LLC1,260,831$8.93M0.1%-22.0%4.116%
8/16/2024 Pacific Ridge Capital Partners LLC660,272$4.68M1.1%-3.9%2.155%
8/15/2024Susquehanna Fundamental Investments LLC74,772$529K0.0%+413.4%0.244%
8/14/2024 Squarepoint Ops LLC18,512$131K0.0%-42.6%0.060%
8/14/2024 Cubist Systematic Strategies LLC232,105$1.64M0.0%+5.3%0.757%
8/14/2024 Marshall Wace LLP560,353$3.97M0.0%-2.9%1.829%
8/13/2024 Sei Investments Co.14,364$102K0.0%N/A0.047%
8/9/2024 Renaissance Technologies LLC436,099$3.09M0.0%+45.7%1.423%
8/9/2024 Dimensional Fund Advisors LP1,414,585$10.02M0.0%+7.4%4.617%
8/8/2024 American Century Companies Inc.432,732$3.06M0.0%+63.3%1.412%
8/7/2024 ClariVest Asset Management LLC61,396$435K0.0%+2.7%0.200%
8/6/2024 Acadian Asset Management LLC410,515$2.90M0.0%+226.3%1.340%
8/5/2024 Victory Capital Management Inc.106,000$750K0.0%+3.9%0.346%
8/1/2024 Rhumbline Advisers30,967$219K0.0%+2,282.1%0.101%
8/1/2024 Valmark Advisers Inc.11,274$80K0.0%N/A0.037%
8/1/2024 Ritholtz Wealth Management24,908$176K0.0%-10.2%0.081%
7/29/2024 Innealta Capital LLC4,222$30K0.0%N/A0.014%
7/26/2024 Bank of New York Mellon Corp87,814$622K0.0%+263.3%0.287%
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7/18/2024 Assenagon Asset Management S.A.125,305$887K0.0%-60.2%0.409%
5/29/2024 Instrumental Wealth LLC27,791$296K0.1%+109.1%0.091%
5/16/2024 Kennedy Capital Management LLC62,233$663K0.0%N/A0.203%
5/13/2024 O Shaughnessy Asset Management LLC70,876$755K0.0%-8.8%0.231%
5/10/2024 Acadian Asset Management LLC125,805$1.34M0.0%-74.9%0.411%
5/10/2024 Vanguard Group Inc.1,096,035$11.67M0.0%-15.1%3.578%
5/9/2024 Pacific Ridge Capital Partners LLC687,393$7.32M1.6%-24.1%2.244%
5/9/2024 Fortis Capital Advisors LLC12,543$134K0.1%N/A0.041%
5/7/2024Susquehanna Fundamental Investments LLC14,565$155K0.0%N/A0.048%
5/7/2024 Empowered Funds LLC96,678$1.03M0.0%+8.1%0.316%
5/3/2024 Essex Investment Management Co. LLC212,434$2.26M0.4%-42.9%0.693%
4/24/2024 Assenagon Asset Management S.A.314,856$3.35M0.0%+265.3%1.042%
3/25/2024 Quadrature Capital Ltd13,479$88K0.0%-19.4%0.045%
2/13/2024 Tower Research Capital LLC TRC6,195$40K0.0%N/A0.016%
2/12/2024 Pacific Ridge Capital Partners LLC905,855$5.91M1.2%-8.0%2.322%
2/9/2024 Hillsdale Investment Management Inc.10,550$69K0.0%-66.8%0.027%
2/8/2024 Essex Investment Management Co. LLC372,076$2.43M0.5%+11.2%0.954%
2/7/2024 Jump Financial LLC11,224$73K0.0%-76.7%0.029%
2/6/2024 LSV Asset Management39,800$259K0.0%-11.8%0.102%
2/5/2024 Victory Capital Management Inc.104,000$678K0.0%+13.0%0.267%
1/25/2024 Instrumental Wealth LLC13,291$83K0.1%-52.2%0.034%
1/18/2024 Ritholtz Wealth Management34,097$222K0.0%+232.0%0.087%
1/17/2024 Assenagon Asset Management S.A.86,201$562K0.0%-20.0%0.221%
1/16/2024 Legato Capital Management LLC149,980$978K0.1%+20.2%0.384%
11/14/2023 Quadrature Capital Ltd16,718$109K0.0%N/A0.065%
11/14/2023 O Shaughnessy Asset Management LLC26,555$172K0.0%N/A0.104%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.93,791$609K0.0%+20.2%0.367%
11/13/2023 EAM Investors LLC294,574$1.91M0.4%N/A1.152%
11/13/2023 Acadian Asset Management LLC376,832$2.44M0.0%+110.3%1.474%
11/13/2023 Pacific Ridge Capital Partners LLC984,546$6.39M1.5%-2.5%3.852%
11/9/2023 Essex Investment Management Co. LLC334,495$2.17M0.4%N/A1.309%
11/7/2023 Barclays PLC58,944$383K0.0%+68.3%0.231%
11/7/2023 Jump Financial LLC48,188$313K0.0%+137.4%0.189%
11/6/2023 Assenagon Asset Management S.A.107,738$699K0.0%+101.5%0.422%
11/6/2023 Victory Capital Management Inc.92,000$597K0.0%-13.6%0.360%
10/13/2023 Ritholtz Wealth Management10,271$67K0.0%N/A0.040%
10/12/2023 Legato Capital Management LLC124,825$810K0.1%N/A0.488%
9/21/2023 Barclays PLC35,018$135K0.0%-27.7%0.137%
8/14/2023 Eqis Capital Management Inc.12,462$48K0.0%N/A0.049%
8/11/2023 Brandywine Global Investment Management LLC10,190$39K0.0%N/A0.038%
8/7/2023 Acadian Asset Management LLC179,176$688K0.0%+312.5%0.677%
8/3/2023 Dynamic Advisor Solutions LLC10,800$42K0.0%N/A0.041%
7/27/2023 Victory Capital Management Inc.106,500$410K0.0%+23.8%0.402%
7/27/2023EA Series Trust40,782$157K0.0%N/A0.154%
7/25/2023 Assenagon Asset Management S.A.53,466$206K0.0%+65.3%0.202%
5/12/2023 Independent Advisor Alliance12,270$38K0.0%N/A0.048%
5/11/2023 Fortis Capital Management LLC27,000$83K0.0%N/A0.106%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.12,574$39K0.0%N/A0.049%
5/4/2023 Instrumental Wealth LLC27,791$94K0.1%N/A0.109%
5/2/2023 LSV Asset Management45,100$139K0.0%-14.9%0.176%
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5/2/2023 Victory Capital Management Inc.86,000$265K0.0%-30.1%0.336%
4/18/2023 Assenagon Asset Management S.A.32,351$100K0.0%N/A0.127%
4/6/2023 Farmers Trust Co.11,150$34K0.0%N/A0.044%
2/14/2023 Pacific Ridge Capital Partners LLC874,636$1.57M0.4%+13.9%3.380%
2/13/2023 GSA Capital Partners LLP215,371$388K0.0%+56.8%0.832%
2/10/2023 Avantax Planning Partners Inc.50,383$91K0.0%-50.0%0.195%
2/8/2023 Belpointe Asset Management LLC33,284$60K0.0%-26.3%0.129%
2/8/2023 LSV Asset Management53,000$95K0.0%-57.2%0.205%
1/30/2023 International Assets Investment Management LLC396,600$714K0.1%N/A1.532%
11/21/2022FourThought Financial LLC32,777$74K0.0%+1,538.9%0.127%
(Data available from 1/1/2016 forward)

HRTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HRTG shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were Vanguard Group Inc. ($11.67M), Dimensional Fund Advisors LP ($10.02M), Driehaus Capital Management LLC ($8.93M), Geode Capital Management LLC ($6.15M), Connor Clark & Lunn Investment Management Ltd. ($4.76M), Pacific Ridge Capital Partners LLC ($4.68M), and State Street Corp ($4.54M).Learn more on HRTG's institutional investors.

What percentage of Heritage Insurance stock is owned by institutional investors?

59.03% of Heritage Insurance stock is owned by institutional investors. Learn more on HRTG's institutional investor holdings.

Which institutional investors have been buying Heritage Insurance stock?

Of the 49 institutional investors that purchased Heritage Insurance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Acadian Asset Management LLC ($618.11K), Assenagon Asset Management S.A. ($446.11K), International Assets Investment Management LLC ($396.60K), Essex Investment Management Co. LLC ($372.08K), EAM Investors LLC ($294.57K), American Century Companies Inc. ($167.82K), and Legato Capital Management LLC ($149.98K).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 4,052,369 shares in the last 24 months. This purchase volume represents approximately $28.09M in transactions.

Which Heritage Insurance major shareholders have been selling company stock?

Of the 22 institutional investors that sold Heritage Insurance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Acadian Asset Management LLC ($374.88K), Driehaus Capital Management LLC ($356.40K), Pacific Ridge Capital Partners LLC ($349.44K), Assenagon Asset Management S.A. ($211.09K), Vanguard Group Inc. ($194.68K), Essex Investment Management Co. LLC ($159.64K), and LSV Asset Management ($84.15K).

How much institutional selling is happening at Heritage Insurance?

Institutional investors have sold a total of 2,127,826 shares in the last 24 months. This volume of shares sold represents approximately $18.22M in transactions.


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This page (NYSE:HRTG) was last updated on 12/21/2024 by MarketBeat.com Staff
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