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Heritage Insurance (HRTG) Institutional Ownership

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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)
21
Total
Institutional Inflows
(last 12 months)
$12.43M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$11.66M
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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
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%
1/25/2024Instrumental 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%
1/16/2024 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%
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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%
5/4/2023Instrumental Wealth LLC27,791$94K0.1%N/A0.109%
5/2/2023 LSV Asset Management45,100$139K0.0%-14.9%0.176%
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%
11/18/2022 Spotlight Asset Group Inc.595,517$852K0.8%N/A2.301%
11/14/2022Ergoteles LLC20,141$46K0.0%-83.9%0.078%
11/10/2022 Pacific Ridge Capital Partners LLC767,811$1.74M0.4%-2.3%2.890%
11/10/2022Rutabaga Capital Management LLC MA1,257,983$2.84M2.5%N/A4.735%
11/10/2022 Keeley Teton Advisors LLC107,326$243K0.0%-8.2%0.415%
11/8/2022 Herold Advisors Inc.23,000$51K0.0%+64.3%0.087%
11/7/2022 LSV Asset Management123,946$280K0.0%-73.1%0.467%
11/4/2022 Russell Investments Group Ltd.36,300$82K0.0%-14.8%0.137%
11/2/2022 Victory Capital Management Inc.134,000$303K0.0%-9.2%0.504%
10/14/2022 Unison Advisors LLC33,365$76K0.0%+34.2%0.126%
8/16/2022 Corton Capital Inc.12,992$34K0.0%N/A0.049%
8/16/2022 Delphia USA Inc.14,189$37K0.0%N/A0.053%
8/12/2022 Keeley Teton Advisors LLC116,962$309K0.0%-25.9%0.440%
8/10/2022 Pacific Ridge Capital Partners LLC785,605$2.07M0.5%-7.7%2.968%
8/5/2022 Connor Clark & Lunn Investment Management Ltd.97,679$258K0.0%+107.8%0.369%
7/15/2022 Herold Advisors Inc.14,000$36K0.0%+133.3%0.053%
5/12/2022 Connor Clark & Lunn Investment Management Ltd.47,013$336K0.0%+55.9%0.178%
5/11/2022 Pacific Ridge Capital Partners LLC851,318$6.08M1.2%+2.0%3.216%
5/11/2022 McIlrath & Eck LLC6,000$43K0.0%N/A0.023%
5/10/2022 Boston Partners376,164$2.69M0.0%+19.2%1.421%
5/9/2022 Herold Advisors Inc.6,000$43K0.0%N/A0.023%
5/9/2022 Avantax Planning Partners Inc.100,707$719K0.0%+13.5%0.380%
5/6/2022 Acuitas Investments LLC830,310$5.93M5.6%+76.0%3.137%
5/5/2022 Royce & Associates LP159,610$1.14M0.0%-56.5%0.603%
5/5/2022 Russell Investments Group Ltd.43,492$309K0.0%-16.4%0.164%
4/28/2022 Belpointe Asset Management LLC47,304$338K0.0%+100.2%0.176%
4/21/2022First Quadrant LLC CA6,121$44K0.2%N/A0.023%
2/15/2022 Kennedy Capital Management Inc.228,231$1.34M0.0%-37.5%0.819%
2/14/2022 PDT Partners LLC11,906$70K0.0%N/A0.043%
2/14/2022 Guggenheim Capital LLC351,263$2.07M0.0%-29.1%1.260%
2/10/2022 Panagora Asset Management Inc.99,237$584K0.0%-7.4%0.356%
2/10/2022 Pacific Ridge Capital Partners LLC834,956$4.91M0.9%+15.5%2.995%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
2/10/2022 Connor Clark & Lunn Investment Management Ltd.30,155$177K0.0%+12.3%0.108%
2/9/2022 Dimensional Fund Advisors LP1,276,551$7.51M0.0%-5.7%4.579%
2/9/2022 Keebeck Alpha LP11,682$69K0.0%N/A0.042%
2/8/2022 Acuitas Investments LLC471,707$2.77M1.2%+59.2%1.692%
2/8/2022 Northern Trust Corp229,136$1.35M0.0%-9.8%0.822%
2/7/2022 Victory Capital Management Inc.145,900$858K0.0%-45.7%0.523%
2/7/2022 SG Americas Securities LLC12,011$71K0.0%-40.3%0.043%
2/7/2022 Royce & Associates LP367,103$2.16M0.0%-19.7%1.317%
2/4/2022IndexIQ Advisors LLC38,114$224K0.0%-6.1%0.137%
2/2/2022 New York State Common Retirement Fund7,995$47K0.0%-85.6%0.029%
(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, 43 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were Vanguard Group Inc. ($11.67M), Pacific Ridge Capital Partners LLC ($7.32M), Assenagon Asset Management S.A. ($3.35M), Rutabaga Capital Management LLC MA ($2.84M), Essex Investment Management Co. LLC ($2.26M), EAM Investors LLC ($1.91M), and Acadian Asset Management LLC ($1.34M).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 35 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: Rutabaga Capital Management LLC MA ($1.26M), Spotlight Asset Group Inc. ($595.52K), International Assets Investment Management LLC ($396.60K), Essex Investment Management Co. LLC ($372.08K), Assenagon Asset Management S.A. ($336.39K), Acadian Asset Management LLC ($333.40K), and EAM Investors LLC ($294.57K).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 4,500,661 shares in the last 24 months. This purchase volume represents approximately $18.38M in transactions.

Which Heritage Insurance major shareholders have been selling company stock?

Of the 18 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: LSV Asset Management ($420.49K), Pacific Ridge Capital Partners LLC ($405.82K), Acadian Asset Management LLC ($374.88K), Vanguard Group Inc. ($194.68K), Essex Investment Management Co. LLC ($159.64K), Ergoteles LLC ($104.76K), and Victory Capital Management Inc. ($65K).

How much institutional selling is happening at Heritage Insurance?

Institutional investors have sold a total of 1,961,947 shares in the last 24 months. This volume of shares sold represents approximately $13.42M in transactions.


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This page (NYSE:HRTG) was last updated on 5/23/2024 by MarketBeat.com Staff

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