Free Trial
→ WARNING: “Buffett Indicator” flashing for first time in 50 years (From Behind the Markets) (Ad) Free HRTG Stock Alerts

Heritage Insurance (HRTG) Institutional Ownership

Heritage Insurance logo
$11.10 -0.03 (-0.30%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$18.50M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$18.44M
Get HRTG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Heritage Insurance stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HRTG Institutional Buying and Selling by Quarter

Heritage Insurance Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Exchange 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%
11/27/2024Franklin Resources Inc.13,362$164K0.0%-82.3%0.044%
11/19/2024Barclays PLC41,135$503K0.0%-19.2%0.134%
11/16/2024Geode Capital Management LLC501,911$6.15M0.0%-6.0%1.636%
11/15/2024Barclays PLC41,135$503K0.0%-19.2%0.134%
11/15/2024State Street Corp371,057$4.54M0.0%+27.4%1.209%
11/15/2024Stifel Financial Corp55,185$675K0.0%-19.5%0.180%
11/15/2024Point72 Asset Management L.P.38,153$467K0.0%N/A0.124%
11/15/2024Centiva Capital LP41,003$502K0.0%N/A0.134%
11/14/2024Verition Fund Management LLC32,700$400K0.0%+15.1%0.107%
11/14/2024MetLife Investment Management LLC13,391$164K0.0%+129.1%0.044%
11/13/2024BNP Paribas Financial Markets19,215$235K0.0%+412.8%0.063%
11/13/2024FMR LLC87,547$1.07M0.0%+28,416.9%0.285%
11/13/2024Dynamic Technology Lab Private Ltd29,499$361K0.0%+109.7%0.096%
11/8/2024Connor Clark & Lunn Investment Management Ltd.388,587$4.76M0.0%+22.0%1.267%
11/8/2024Segall Bryant & Hamill LLC125,867$1.54M0.0%N/A0.410%
11/6/2024Empowered Funds LLC109,552$1.34M0.0%+5.3%0.357%
11/6/2024Cornercap Investment Counsel Inc.16,803$206K0.1%N/A0.055%
11/5/2024Victory Capital Management Inc.83,000$1.02M0.0%-21.7%0.270%
11/5/2024GSA 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%
10/16/2024nVerses Capital LLC4,000$49K0.0%N/A0.013%
10/10/2024 Ritholtz Wealth Management20,524$251K0.0%-17.6%0.067%
8/16/2024Driehaus Capital Management LLC1,260,831$8.93M0.1%-22.0%4.116%
8/16/2024Pacific 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%
8/14/2024Squarepoint Ops LLC18,512$131K0.0%-42.6%0.060%
8/14/2024Cubist Systematic Strategies LLC232,105$1.64M0.0%+5.3%0.757%
8/14/2024Marshall Wace LLP560,353$3.97M0.0%-2.9%1.829%
8/13/2024Sei Investments Co.14,364$102K0.0%N/A0.047%
8/9/2024Renaissance Technologies LLC436,099$3.09M0.0%+45.7%1.423%
8/9/2024Dimensional Fund Advisors LP1,414,585$10.02M0.0%+7.4%4.617%
8/8/2024American Century Companies Inc.432,732$3.06M0.0%+63.3%1.412%
8/7/2024ClariVest Asset Management LLC61,396$435K0.0%+2.7%0.200%
8/6/2024Acadian Asset Management LLC410,515$2.90M0.0%+226.3%1.340%
8/5/2024Victory Capital Management Inc.106,000$750K0.0%+3.9%0.346%
8/1/2024Rhumbline Advisers30,967$219K0.0%+2,282.1%0.101%
8/1/2024Valmark Advisers Inc.11,274$80K0.0%N/A0.037%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

>> Register for the Workshop Now
8/1/2024 Ritholtz Wealth Management24,908$176K0.0%-10.2%0.081%
7/29/2024Innealta Capital LLC4,222$30K0.0%N/A0.014%
7/26/2024Bank of New York Mellon Corp87,814$622K0.0%+263.3%0.287%
7/18/2024 Assenagon Asset Management S.A.125,305$887K0.0%-60.2%0.409%
5/29/2024Instrumental Wealth LLC27,791$296K0.1%+109.1%0.091%
5/16/2024Kennedy Capital Management LLC62,233$663K0.0%N/A0.203%
5/13/2024O Shaughnessy Asset Management LLC70,876$755K0.0%-8.8%0.231%
5/10/2024Acadian Asset Management LLC125,805$1.34M0.0%-74.9%0.411%
5/10/2024Vanguard Group Inc.1,096,035$11.67M0.0%-15.1%3.578%
5/9/2024Pacific Ridge Capital Partners LLC687,393$7.32M1.6%-24.1%2.244%
5/9/2024Fortis Capital Advisors LLC12,543$134K0.1%N/A0.041%
5/7/2024Susquehanna Fundamental Investments LLC14,565$155K0.0%N/A0.048%
5/7/2024Empowered Funds LLC96,678$1.03M0.0%+8.1%0.316%
5/3/2024Essex 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%
3/25/2024Quadrature Capital Ltd13,479$88K0.0%-19.4%0.045%
2/13/2024Tower Research Capital LLC TRC6,195$40K0.0%N/A0.016%
2/12/2024Pacific Ridge Capital Partners LLC905,855$5.91M1.2%-8.0%2.322%
2/9/2024Hillsdale Investment Management Inc.10,550$69K0.0%-66.8%0.027%
2/8/2024Essex Investment Management Co. LLC372,076$2.43M0.5%+11.2%0.954%
2/7/2024Jump Financial LLC11,224$73K0.0%-76.7%0.029%
2/6/2024LSV Asset Management39,800$259K0.0%-11.8%0.102%
2/5/2024Victory Capital Management Inc.104,000$678K0.0%+13.0%0.267%
1/25/2024Instrumental 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%
1/16/2024Legato Capital Management LLC149,980$978K0.1%+20.2%0.384%
11/14/2023Quadrature Capital Ltd16,718$109K0.0%N/A0.065%
11/14/2023O Shaughnessy Asset Management LLC26,555$172K0.0%N/A0.104%
11/13/2023Connor Clark & Lunn Investment Management Ltd.93,791$609K0.0%+20.2%0.367%
11/13/2023EAM Investors LLC294,574$1.91M0.4%N/A1.152%
11/13/2023Acadian Asset Management LLC376,832$2.44M0.0%+110.3%1.474%
11/13/2023Pacific Ridge Capital Partners LLC984,546$6.39M1.5%-2.5%3.852%
11/9/2023Essex Investment Management Co. LLC334,495$2.17M0.4%N/A1.309%
11/7/2023Barclays PLC58,944$383K0.0%+68.3%0.231%
11/7/2023Jump 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%
11/6/2023Victory Capital Management Inc.92,000$597K0.0%-13.6%0.360%
10/13/2023 Ritholtz Wealth Management10,271$67K0.0%N/A0.040%
10/12/2023Legato Capital Management LLC124,825$810K0.1%N/A0.488%
9/21/2023Barclays PLC35,018$135K0.0%-27.7%0.137%
8/14/2023Eqis Capital Management Inc.12,462$48K0.0%N/A0.049%
8/11/2023Brandywine Global Investment Management LLC10,190$39K0.0%N/A0.038%
8/7/2023Acadian Asset Management LLC179,176$688K0.0%+312.5%0.677%
8/3/2023Dynamic Advisor Solutions LLC10,800$42K0.0%N/A0.041%
7/27/2023Victory 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%
5/12/2023Independent Advisor Alliance12,270$38K0.0%N/A0.048%
5/11/2023Fortis Capital Management LLC27,000$83K0.0%N/A0.106%
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (Ad)

Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
5/10/2023Connor Clark & Lunn Investment Management Ltd.12,574$39K0.0%N/A0.049%
5/4/2023Instrumental Wealth LLC27,791$94K0.1%N/A0.109%
5/2/2023LSV Asset Management45,100$139K0.0%-14.9%0.176%
5/2/2023Victory 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%
2/14/2023Pacific Ridge Capital Partners LLC874,636$1.57M0.4%+13.9%3.380%
2/13/2023GSA Capital Partners LLP215,371$388K0.0%+56.8%0.832%
2/10/2023Avantax Planning Partners Inc.50,383$91K0.0%-50.0%0.195%
2/8/2023Belpointe Asset Management LLC33,284$60K0.0%-26.3%0.129%
(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, 62 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 51 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 4,087,943 shares in the last 24 months. This purchase volume represents approximately $28.52M 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. ($298.33K), 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 2,215,065 shares in the last 24 months. This volume of shares sold represents approximately $19.27M in transactions.


Related Companies

This page (NYSE:HRTG) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored