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Heritage Insurance (HRTG) Institutional Ownership

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$11.08 -0.70 (-5.94%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$11.24 +0.16 (+1.49%)
As of 02/21/2025 04:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
70
Total
Institutional Inflows
(last 12 months)
$52.25M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$31.57M
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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
2/20/2025 Mackenzie Financial Corp25,200$305K0.0%N/A0.082%
2/19/2025 Public Employees Retirement System of Ohio65,828$797K0.0%N/A0.215%
2/17/2025 Two Sigma Advisers LP217,000$2.63M0.0%-13.5%0.707%
2/17/2025 Two Sigma Investments LP208,045$2.52M0.0%-29.7%0.678%
2/17/2025 State of Wyoming4,330$52K0.0%-34.9%0.014%
2/17/2025 Sherbrooke Park Advisers LLC18,190$220K0.1%-54.7%0.059%
2/17/2025 Man Group plc54,693$662K0.0%N/A0.178%
2/17/2025 Nuveen Asset Management LLC107,270$1.30M0.0%-18.2%0.350%
2/17/2025 Millennium Management LLC230,975$2.80M0.0%-37.7%0.753%
2/17/2025 Jacobs Levy Equity Management Inc.644,576$7.80M0.0%N/A2.101%
2/17/2025 Graham Capital Management L.P.44,674$541K0.0%+213.7%0.146%
2/17/2025 FJ Capital Management LLC17,517$212K0.0%N/A0.057%
2/17/2025 Deutsche Bank AG16,744$203K0.0%+23.7%0.055%
2/17/2025 D. E. Shaw & Co. Inc.50,145$607K0.0%-60.0%0.163%
2/17/2025 Bridgeway Capital Management LLC366,595$4.44M0.1%+0.7%1.195%
2/17/2025 Cantor Fitzgerald L. P.11,000$133K0.0%N/A0.036%
2/17/2025 Balyasny Asset Management L.P.38,358$464K0.0%+111.8%0.125%
2/17/2025 Bank of America Corp DE38,663$468K0.0%-21.7%0.126%
2/17/2025 BNP Paribas Financial Markets23,226$281K0.0%+20.9%0.076%
2/17/2025 Ameriprise Financial Inc.384,948$4.66M0.0%+46.1%1.255%
2/14/2025 Triumph Capital Management10,019$121K0.0%N/A0.033%
2/14/2025 AQR Capital Management LLC468,860$5.67M0.0%+49.6%1.528%
2/14/2025 Northern Trust Corp178,178$2.16M0.0%-2.5%0.581%
2/14/2025 Aquatic Capital Management LLC12,388$150K0.0%N/A0.040%
2/14/2025 Susquehanna Fundamental Investments LLC95,379$1.15M0.0%N/A0.311%
2/14/2025 Nebula Research & Development LLC20,658$250K0.0%-22.8%0.067%
2/14/2025 Stifel Financial Corp56,825$688K0.0%+3.0%0.185%
2/14/2025 Dimensional Fund Advisors LP1,569,667$18.99M0.0%+14.1%5.116%
2/14/2025 First Trust Advisors LP68,961$834K0.0%-10.1%0.225%
2/13/2025 Marshall Wace LLP664,124$8.04M0.0%-30.2%2.165%
2/13/2025 Walleye Capital LLC15,786$191K0.0%N/A0.051%
2/13/2025 Mariner LLC27,975$338K0.0%N/A0.091%
2/13/2025 Barclays PLC45,505$551K0.0%+10.6%0.148%
2/13/2025 Raymond James Financial Inc.92,849$1.12M0.0%N/A0.303%
2/13/2025 Martingale Asset Management L P39,145$474K0.0%N/A0.128%
2/13/2025 Renaissance Technologies LLC345,399$4.18M0.0%-39.1%1.126%
2/13/2025 Invesco Ltd.944,639$11.43M0.0%+24.0%3.079%
2/13/2025 Russell Investments Group Ltd.20,430$247K0.0%-43.9%0.067%
2/13/2025 Wells Fargo & Company MN13,419$162K0.0%+18.1%0.044%
2/12/2025 Trexquant Investment LP146,569$1.77M0.0%+3.0%0.478%
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2/12/2025 Geode Capital Management LLC499,924$6.05M0.0%-0.4%1.629%
2/12/2025 Franklin Resources Inc.41,121$498K0.0%+207.7%0.134%
2/12/2025 D L Carlson Investment Group Inc.52,430$634K0.1%N/A0.171%
2/12/2025 O Shaughnessy Asset Management LLC26,732$323K0.0%-49.5%0.087%
2/12/2025 Brandywine Global Investment Management LLC12,400$150K0.0%+21.7%0.040%
2/12/2025 Arrowstreet Capital Limited Partnership102,137$1.24M0.0%-27.3%0.333%
2/12/2025 Pacific Ridge Capital Partners LLC813,557$9.84M2.3%+33.7%2.652%
2/12/2025 JPMorgan Chase & Co.10,473$127K0.0%-93.8%0.034%
2/12/2025 WINTON GROUP Ltd46,519$563K0.0%+109.6%0.152%
2/11/2025 Segall Bryant & Hamill LLC348,556$4.22M0.1%+176.9%1.136%
2/11/2025 Prudential Financial Inc.93,975$1.14M0.0%+323.8%0.306%
2/11/2025 Corebridge Financial Inc.11,366$138K0.0%-7.0%0.037%
2/11/2025 Vanguard Group Inc.1,328,135$16.07M0.0%+0.7%4.329%
2/11/2025 Heron Bay Capital Management12,925$156K0.0%-21.3%0.042%
2/11/2025 American Century Companies Inc.589,899$7.14M0.0%+14.8%1.923%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.447,868$5.42M0.0%+15.3%1.460%
2/6/2025 Raymond James Financial Inc.92,849$1.12M0.0%N/A0.303%
2/6/2025 Victory Capital Management Inc.89,000$1.08M0.0%+7.2%0.290%
2/6/2025 Charles Schwab Investment Management Inc.66,874$809K0.0%+4.4%0.218%
2/5/2025 Bailard Inc.16,679$202K0.0%N/A0.054%
2/5/2025 US Bancorp DE12,848$155K0.0%+91,671.4%0.042%
2/4/2025 Los Angeles Capital Management LLC18,940$229K0.0%N/A0.062%
2/4/2025 Bank of New York Mellon Corp117,236$1.42M0.0%+27.2%0.382%
2/4/2025 Y Intercept Hong Kong Ltd22,425$271K0.0%N/A0.073%
2/3/2025 Ieq Capital LLC25,047$303K0.0%N/A0.082%
1/31/2025 New York State Common Retirement Fund2,900$35K0.0%+222.2%0.009%
1/28/2025 Empowered Funds LLC115,131$1.39M0.0%+5.1%0.375%
1/21/2025 Exchange Traded Concepts LLC24,473$296K0.0%N/A0.080%
1/17/2025 SG Americas Securities LLC11,101$134K0.0%N/A0.036%
1/14/2025 Assenagon Asset Management S.A.147,780$1.79M0.0%-37.1%0.482%
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%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

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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%
8/15/2024 Susquehanna 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%
(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, 106 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were Dimensional Fund Advisors LP ($18.99M), Vanguard Group Inc. ($16.07M), Invesco Ltd. ($11.43M), Pacific Ridge Capital Partners LLC ($9.84M), Driehaus Capital Management LLC ($8.93M), Marshall Wace LLP ($8.04M), and Jacobs Levy Equity Management Inc. ($7.80M).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 84 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: Jacobs Levy Equity Management Inc. ($644.58K), Acadian Asset Management LLC ($618.11K), Assenagon Asset Management S.A. ($446.11K), Essex Investment Management Co. LLC ($372.08K), Segall Bryant & Hamill LLC ($348.56K), EAM Investors LLC ($294.57K), and Dimensional Fund Advisors LP ($290.51K).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 6,326,062 shares in the last 24 months. This purchase volume represents approximately $61.59M in transactions.

Which Heritage Insurance major shareholders have been selling company stock?

Of the 37 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), Marshall Wace LLP ($304.62K), Assenagon Asset Management S.A. ($298.33K), Renaissance Technologies LLC ($221.80K), and Vanguard Group Inc. ($194.68K).

How much institutional selling is happening at Heritage Insurance?

Institutional investors have sold a total of 3,251,082 shares in the last 24 months. This volume of shares sold represents approximately $33.18M in transactions.


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This page (NYSE:HRTG) was last updated on 2/22/2025 by MarketBeat.com Staff
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