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Heritage Insurance (HRTG) Institutional Ownership

Heritage Insurance logo
$19.46 +0.61 (+3.24%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$19.86 +0.40 (+2.06%)
As of 05/2/2025 07:45 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)
73
Total
Institutional Inflows
(last 12 months)
$50.27M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$31.84M
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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
5/2/2025Kingsview 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%
5/1/2025 CWM LLC9,951$143K0.0%+83.7%0.023%
4/29/2025 Bank of New York Mellon Corp114,881$1.66M0.0%-2.0%0.268%
4/15/2025 Assenagon Asset Management S.A.142,641$2.06M0.0%-3.5%0.333%
4/7/2025 GAMMA Investing LLC3,086$450K0.0%+8,472.2%0.007%
2/20/2025Mackenzie Financial Corp25,200$305K0.0%N/A0.082%
2/19/2025Public Employees Retirement System of Ohio65,828$797K0.0%N/A0.215%
2/17/2025Two Sigma Advisers LP217,000$2.63M0.0%-13.5%0.707%
2/17/2025Two Sigma Investments LP208,045$2.52M0.0%-29.7%0.678%
2/17/2025State of Wyoming4,330$52K0.0%-34.9%0.014%
2/17/2025Sherbrooke Park Advisers LLC18,190$220K0.1%-54.7%0.059%
2/17/2025Man Group plc54,693$662K0.0%N/A0.178%
2/17/2025Nuveen Asset Management LLC107,270$1.30M0.0%-18.2%0.350%
2/17/2025Millennium Management LLC230,975$2.80M0.0%-37.7%0.753%
2/17/2025Jacobs Levy Equity Management Inc.644,576$7.80M0.0%N/A2.101%
2/17/2025Graham Capital Management L.P.44,674$541K0.0%+213.7%0.146%
2/17/2025FJ Capital Management LLC17,517$212K0.0%N/A0.057%
2/17/2025Deutsche Bank AG16,744$203K0.0%+23.7%0.055%
2/17/2025D. E. Shaw & Co. Inc.50,145$607K0.0%-60.0%0.163%
2/17/2025Bridgeway Capital Management LLC366,595$4.44M0.1%+0.7%1.195%
2/17/2025Cantor Fitzgerald L. P.11,000$133K0.0%N/A0.036%
2/17/2025Balyasny Asset Management L.P.38,358$464K0.0%+111.8%0.125%
2/17/2025Bank of America Corp DE38,663$468K0.0%-21.7%0.126%
2/17/2025BNP Paribas Financial Markets23,226$281K0.0%+20.9%0.076%
2/17/2025Ameriprise Financial Inc.384,948$4.66M0.0%+46.1%1.255%
2/14/2025Triumph Capital Management10,019$121K0.0%N/A0.033%
2/14/2025AQR Capital Management LLC468,860$5.67M0.0%+49.6%1.528%
2/14/2025Northern Trust Corp178,178$2.16M0.0%-2.5%0.581%
2/14/2025Aquatic Capital Management LLC12,388$150K0.0%N/A0.040%
2/14/2025Susquehanna Fundamental Investments LLC95,379$1.15M0.0%N/A0.311%
2/14/2025Nebula Research & Development LLC20,658$250K0.0%-22.8%0.067%
2/14/2025Stifel Financial Corp56,825$688K0.0%+3.0%0.185%
2/14/2025Dimensional Fund Advisors LP1,569,667$18.99M0.0%+14.1%5.116%
2/14/2025First Trust Advisors LP68,961$834K0.0%-10.1%0.225%
2/13/2025Marshall Wace LLP664,124$8.04M0.0%-30.2%2.165%
2/13/2025Walleye Capital LLC15,786$191K0.0%N/A0.051%
2/13/2025Mariner LLC27,975$338K0.0%N/A0.091%
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2/13/2025Barclays PLC45,505$551K0.0%+10.6%0.148%
2/13/2025Raymond James Financial Inc.92,849$1.12M0.0%N/A0.303%
2/13/2025Martingale Asset Management L P39,145$474K0.0%N/A0.128%
2/13/2025Renaissance Technologies LLC345,399$4.18M0.0%-39.1%1.126%
2/13/2025Invesco Ltd.944,639$11.43M0.0%+24.0%3.079%
2/13/2025Russell Investments Group Ltd.20,430$247K0.0%-43.9%0.067%
2/13/2025Wells Fargo & Company MN13,419$162K0.0%+18.1%0.044%
2/12/2025Trexquant Investment LP146,569$1.77M0.0%+3.0%0.478%
2/12/2025Geode Capital Management LLC499,924$6.05M0.0%-0.4%1.629%
2/12/2025Franklin Resources Inc.41,121$498K0.0%+207.7%0.134%
2/12/2025D L Carlson Investment Group Inc.52,430$634K0.1%N/A0.171%
2/12/2025O Shaughnessy Asset Management LLC26,732$323K0.0%-49.5%0.087%
2/12/2025Brandywine Global Investment Management LLC12,400$150K0.0%+21.7%0.040%
2/12/2025Arrowstreet Capital Limited Partnership102,137$1.24M0.0%-27.3%0.333%
2/12/2025Pacific Ridge Capital Partners LLC813,557$9.84M2.3%+33.7%2.652%
2/12/2025JPMorgan Chase & Co.10,473$127K0.0%-93.8%0.034%
2/12/2025WINTON GROUP Ltd46,519$563K0.0%+109.6%0.152%
2/11/2025Segall Bryant & Hamill LLC348,556$4.22M0.1%+176.9%1.136%
2/11/2025Prudential Financial Inc.93,975$1.14M0.0%+323.8%0.306%
2/11/2025Corebridge Financial Inc.11,366$138K0.0%-7.0%0.037%
2/11/2025Vanguard Group Inc.1,328,135$16.07M0.0%+0.7%4.329%
2/11/2025Heron Bay Capital Management12,925$156K0.0%-21.3%0.042%
2/11/2025American Century Companies Inc.589,899$7.14M0.0%+14.8%1.923%
2/10/2025Connor Clark & Lunn Investment Management Ltd.447,868$5.42M0.0%+15.3%1.460%
2/6/2025Raymond James Financial Inc.92,849$1.12M0.0%N/A0.303%
2/6/2025Victory Capital Management Inc.89,000$1.08M0.0%+7.2%0.290%
2/6/2025Charles Schwab Investment Management Inc.66,874$809K0.0%+4.4%0.218%
2/5/2025Bailard Inc.16,679$202K0.0%N/A0.054%
2/5/2025US Bancorp DE12,848$155K0.0%+91,671.4%0.042%
2/4/2025Los 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%
2/4/2025Y Intercept Hong Kong Ltd22,425$271K0.0%N/A0.073%
2/3/2025Ieq Capital LLC25,047$303K0.0%N/A0.082%
1/31/2025 New York State Common Retirement Fund2,900$35K0.0%+222.2%0.009%
1/28/2025Empowered 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%
11/27/2024Franklin 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%
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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%
(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, 108 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 86 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. ($413.76K), 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 6,314,030 shares in the last 24 months. This purchase volume represents approximately $61.91M in transactions.

Which Heritage Insurance major shareholders have been selling company stock?

Of the 39 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. ($303.47K), 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 3,226,293 shares in the last 24 months. This volume of shares sold represents approximately $33.33M in transactions.


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This page (NYSE:HRTG) was last updated on 5/3/2025 by MarketBeat.com Staff
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