Free Trial
MarketBeat All Access — Now with A.I. InsightsStart My Trial

Heritage Insurance (HRTG) Institutional Ownership

Heritage Insurance logo
$25.64 -0.29 (-1.12%)
Closing price 03:59 PM Eastern
Extended Trading
$25.47 -0.17 (-0.66%)
As of 04:10 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.
Compare

Institutional Ownership Changes (13F Filings) for Heritage Insurance (NYSE:HRTG)

Current
Institutional Ownership
Percentage
59.03%
Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$111.73M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$49.91M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
10/9/2025Voya Investment Management LLC14,452$364K0.0%-16.8%0.047%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.2,641$66K0.1%N/A0.009%
10/7/2025 Assenagon Asset Management S.A.462,075$11.64M0.0%+223.9%1.490%
9/4/2025Osaic Holdings Inc.26,937$672K0.0%+120.6%0.087%
8/19/2025State of Wyoming27,530$687K0.1%-7.4%0.089%
8/15/2025Tower Research Capital LLC TRC 8,299$207K0.0%+1,366.3%0.027%
8/15/2025Tidal Investments LLC14,093$351K0.0%N/A0.045%
8/15/2025Man Group plc10,221$255K0.0%-65.2%0.033%
8/15/2025Engineers Gate Manager LP21,632$540K0.0%N/A0.070%
8/15/2025BNP Paribas Financial Markets3,035$76K0.0%+77.3%0.010%
8/15/2025Bridgeway Capital Management LLC277,721$6.93M0.2%-5.0%0.895%
8/15/2025Balyasny Asset Management L.P.48,337$1.21M0.0%N/A0.156%
8/15/2025Bank of America Corp DE83,988$2.10M0.0%+75.8%0.271%
8/15/2025Ameriprise Financial Inc.239,571$5.98M0.0%-33.9%0.772%
8/15/2025AQR Capital Management LLC385,499$9.61M0.0%-24.3%1.243%
8/14/2025Raymond James Financial Inc.112,403$2.80M0.0%+21.9%0.362%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,267$306K0.0%-9.9%0.040%
8/14/2025The Manufacturers Life Insurance Company 8,205$205K0.0%N/A0.026%
8/14/2025Sei Investments Co.20,505$511K0.0%N/A0.066%
8/14/2025Nebula Research & Development LLC13,939$348K0.0%-32.7%0.045%
8/14/2025Qube Research & Technologies Ltd178,839$4.46M0.0%+62.0%0.577%
8/14/2025WINTON GROUP Ltd12,543$313K0.0%-58.1%0.040%
8/13/2025Marshall Wace LLP942,167$23.50M0.0%+58.9%3.040%
8/13/2025Walleye Capital LLC18,863$470K0.0%N/A0.061%
8/13/2025First Trust Advisors LP74,578$1.86M0.0%+10.0%0.241%
8/13/2025Invesco Ltd.412,161$10.28M0.0%-43.7%1.330%
8/13/2025Arrowstreet Capital Limited Partnership526,377$13.13M0.0%+69.6%1.698%
8/13/2025New York State Common Retirement Fund6,600$165K0.0%+127.6%0.021%
8/13/2025Scotia Capital Inc.26,738$667K0.0%N/A0.086%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC13,281$331K0.0%N/A0.043%
8/13/2025Russell Investments Group Ltd.125,828$3.14M0.0%+829.3%0.406%
8/12/2025Boston Partners45,018$1.12M0.0%-43.4%0.145%
8/12/2025XTX Topco Ltd29,145$727K0.0%+8.4%0.094%
8/12/2025CreativeOne Wealth LLC11,463$286K0.0%N/A0.037%
8/12/2025Prudential Financial Inc.383,582$9.57M0.0%+290.8%1.238%
8/12/2025American Century Companies Inc.796,605$19.87M0.0%+17.7%2.571%
8/12/2025Segall Bryant & Hamill LLC184,861$4.61M0.1%-45.9%0.597%
8/12/2025Rhumbline Advisers33,124$826K0.0%-8.3%0.107%
8/12/2025Franklin Resources Inc.35,087$875K0.0%+136.5%0.113%
8/12/2025Brandywine Global Investment Management LLC55,400$1.38M0.0%+79.3%0.179%
8/12/2025JPMorgan Chase & Co.140,879$3.51M0.0%+1,078.7%0.455%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH28,700$716K0.0%N/A0.093%
8/11/2025Integrated Quantitative Investments LLC11,048$276K0.1%-39.1%0.036%
8/8/2025Kingsview Wealth Management LLC11,284$281K0.0%-28.5%0.036%
8/8/2025Intech Investment Management LLC10,078$251K0.0%N/A0.033%
8/8/2025Creative Planning37,913$946K0.0%+19.8%0.122%
8/8/2025Police & Firemen s Retirement System of New Jersey5,749$143K0.0%+33.2%0.019%
8/8/2025Geode Capital Management LLC517,803$12.92M0.0%+1.6%1.671%
8/7/2025Boston Partners45,018$1.12M0.0%-43.4%0.145%
8/7/2025Acadian Asset Management LLC526,698$13.13M0.0%-15.1%1.700%
8/7/2025Connor Clark & Lunn Investment Management Ltd.648,773$16.18M0.1%+33.6%2.093%
8/7/2025Los Angeles Capital Management LLC58,858$1.47M0.0%+197.1%0.190%
8/6/2025Fox Run Management L.L.C.22,828$569K0.1%+40.1%0.074%
8/6/2025Savant Capital LLC10,532$263K0.0%N/A0.034%
8/4/2025Arkadios Wealth Advisors115,889$2.89M0.1%-3.2%0.374%
7/31/2025Nisa Investment Advisors LLC1,106$28K0.0%+2,413.6%0.004%
7/31/2025AlphaQuest LLC3,259$81K0.0%+252.3%0.011%
7/28/2025Moran Wealth Management LLC10,321$257K0.0%N/A0.033%
7/25/2025CWM LLC14,404$359K0.0%+44.7%0.046%
7/18/2025USA Financial Formulas983$25K0.0%N/A0.003%
7/17/2025Janney Montgomery Scott LLC10,179$254K0.0%N/A0.033%
7/15/2025Public Employees Retirement System of Ohio35,149$877K0.0%-15.8%0.113%
7/14/2025Counterpoint Mutual Funds LLC100,188$2.50M0.2%N/A0.323%
5/28/2025Strs Ohio8,800$127K0.0%N/A0.028%
5/21/2025Acadian Asset Management LLC620,152$8.94M0.0%-1.3%2.001%
5/16/2025Empowered Funds LLC124,859$1.80M0.0%+8.4%0.403%
5/16/2025Goldman Sachs Group Inc.123,023$1.77M0.0%-31.9%0.397%
5/16/2025Millennium Management LLC322,957$4.66M0.0%+39.8%1.042%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,621$196K0.0%+4.2%0.044%
5/16/2025Jacobs Levy Equity Management Inc.503,034$7.25M0.0%-22.0%1.623%
5/16/2025Bridgeway Capital Management LLC292,323$4.22M0.1%-20.3%0.943%
5/16/2025AQR Capital Management LLC509,080$7.34M0.0%+8.6%1.643%
5/15/2025Cubist Systematic Strategies LLC52,060$751K0.0%N/A0.168%
5/15/2025Graham Capital Management L.P.36,266$523K0.0%-18.8%0.117%
5/15/2025State of Wyoming29,733$429K0.1%+586.7%0.096%
5/15/2025Trexquant Investment LP125,111$1.80M0.0%-14.6%0.404%
5/14/2025Ieq Capital LLC28,726$414K0.0%+14.7%0.093%
5/14/2025Martingale Asset Management L P54,380$784K0.0%+38.9%0.175%
5/14/2025Quantbot Technologies LP9,777$141K0.0%N/A0.032%
5/13/2025American Century Companies Inc.676,814$9.76M0.0%+14.7%2.184%
5/13/2025Brandywine Global Investment Management LLC30,900$446K0.0%+149.2%0.100%
5/13/2025Fox Run Management L.L.C.16,291$235K0.0%N/A0.053%
5/13/2025Boston Partners79,506$1.15M0.0%+4.1%0.257%
5/13/2025Russell Investments Group Ltd.13,540$195K0.0%-33.7%0.044%
5/12/2025Nuveen LLC103,641$1.50M0.0%N/A0.334%
5/12/2025Invesco Ltd.732,339$10.56M0.0%-22.5%2.363%
5/12/2025Connor Clark & Lunn Investment Management Ltd.485,631$7.00M0.0%+8.4%1.567%
5/9/2025Deutsche Bank AG14,612$211K0.0%-12.7%0.047%
5/9/2025Annis Gardner Whiting Capital Advisors LLC10,000$144K0.1%N/A0.032%
5/9/2025Pacific Ridge Capital Partners LLC776,095$11.19M2.9%-4.6%2.504%
5/8/2025US Bancorp DE9,935$143K0.0%-22.7%0.032%
5/8/2025Arkadios Wealth Advisors119,770$1.73M0.1%N/A0.386%
5/8/2025XTX Topco Ltd26,877$388K0.0%N/A0.087%
5/7/2025Mackenzie Financial Corp102,652$1.48M0.0%+307.3%0.331%
5/2/2025Kingsview Wealth Management LLC15,784$228K0.0%N/A0.037%
5/2/2025Bailard Inc.24,779$357K0.0%+48.6%0.058%
5/2/2025Segall Bryant & Hamill LLC341,439$4.92M0.1%-2.0%0.797%
5/2/2025Victory Capital Management Inc.83,500$1.20M0.0%-6.2%0.195%
5/1/2025CWM LLC9,951$143K0.0%+83.7%0.023%
4/29/2025Bank of New York Mellon Corp114,881$1.66M0.0%-2.0%0.268%
(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, 135 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were Marshall Wace LLP ($23.50M), American Century Companies Inc. ($19.87M), Dimensional Fund Advisors LP ($18.99M), Connor Clark & Lunn Investment Management Ltd. ($16.18M), Vanguard Group Inc. ($16.07M), Acadian Asset Management LLC ($13.13M), and Arrowstreet Capital Limited Partnership ($13.13M).Learn more on Heritage Insurance's institutional investors.

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

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

Which institutional investors have been buying Heritage Insurance's stock?

Of the 119 institutional investors that purchased Heritage Insurance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assenagon Asset Management S.A. ($712.08K), Jacobs Levy Equity Management Inc. ($644.58K), Acadian Asset Management LLC ($482.37K), American Century Companies Inc. ($450.56K), Essex Investment Management Co. LLC ($372.08K), Prudential Financial Inc. ($357.23K), and Marshall Wace LLP ($349.17K).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 6,608,426 shares in the last 24 months. This purchase volume represents approximately $111.73M in transactions.

Which of Heritage Insurance's major shareholders have been selling company stock?

Of the 50 institutional investors that sold Heritage Insurance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($532.48K), Marshall Wace LLP ($287.69K), Renaissance Technologies LLC ($221.80K), Segall Bryant & Hamill LLC ($163.70K), JPMorgan Chase & Co. ($158.63K), Jacobs Levy Equity Management Inc. ($141.54K), and Millennium Management LLC ($139.76K).

How much institutional selling is happening at Heritage Insurance?

Institutional investors have sold a total of 2,978,729 shares in the last 24 months. This volume of shares sold represents approximately $49.91M in transactions.


Related Companies

This page (NYSE:HRTG) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel