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Heritage Insurance (HRTG) Institutional Ownership

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$23.43 +0.49 (+2.13%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$23.36 -0.07 (-0.31%)
As of 05/23/2025 07:38 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.

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

Current
Institutional Ownership
Percentage
59.03%
Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$60.02M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$29.92M
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HRTG Institutional Buying and Selling by Quarter

Heritage Insurance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Acadian Asset Management LLC620,152$8.94M0.0%-1.3%2.001%
5/16/2025 Empowered Funds LLC124,859$1.80M0.0%+8.4%0.403%
5/16/2025 Goldman Sachs Group Inc.123,023$1.77M0.0%-31.9%0.397%
5/16/2025 Millennium Management LLC322,957$4.66M0.0%+39.8%1.042%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,621$196K0.0%+4.2%0.044%
5/16/2025 Jacobs Levy Equity Management Inc.503,034$7.25M0.0%-22.0%1.623%
5/16/2025 Bridgeway Capital Management LLC292,323$4.22M0.1%-20.3%0.943%
5/16/2025 AQR Capital Management LLC509,080$7.34M0.0%+8.6%1.643%
5/15/2025 Cubist Systematic Strategies LLC52,060$751K0.0%N/A0.168%
5/15/2025 Graham Capital Management L.P.36,266$523K0.0%-18.8%0.117%
5/15/2025 State of Wyoming29,733$429K0.1%+586.7%0.096%
5/15/2025 Trexquant Investment LP125,111$1.80M0.0%-14.6%0.404%
5/14/2025 Ieq Capital LLC28,726$414K0.0%+14.7%0.093%
5/14/2025 Martingale Asset Management L P54,380$784K0.0%+38.9%0.175%
5/14/2025 Quantbot Technologies LP9,777$141K0.0%N/A0.032%
5/13/2025 American Century Companies Inc.676,814$9.76M0.0%+14.7%2.184%
5/13/2025 Brandywine Global Investment Management LLC30,900$446K0.0%+149.2%0.100%
5/13/2025 Fox Run Management L.L.C.16,291$235K0.0%N/A0.053%
5/13/2025 Boston Partners79,506$1.15M0.0%+4.1%0.257%
5/13/2025 Russell Investments Group Ltd.13,540$195K0.0%-33.7%0.044%
5/12/2025 Nuveen LLC103,641$1.50M0.0%N/A0.334%
5/12/2025 Invesco Ltd.732,339$10.56M0.0%-22.5%2.363%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.485,631$7.00M0.0%+8.4%1.567%
5/9/2025 Deutsche Bank AG14,612$211K0.0%-12.7%0.047%
5/9/2025 Annis Gardner Whiting Capital Advisors LLC10,000$144K0.1%N/A0.032%
5/9/2025 Pacific Ridge Capital Partners LLC776,095$11.19M2.9%-4.6%2.504%
5/8/2025 US Bancorp DE9,935$143K0.0%-22.7%0.032%
5/8/2025 Arkadios Wealth Advisors119,770$1.73M0.1%N/A0.386%
5/8/2025 XTX Topco Ltd26,877$388K0.0%N/A0.087%
5/7/2025 Mackenzie Financial Corp102,652$1.48M0.0%+307.3%0.331%
5/2/2025 Kingsview Wealth Management LLC15,784$228K0.0%N/A0.037%
5/2/2025 Bailard Inc.24,779$357K0.0%+48.6%0.058%
5/2/2025 Segall Bryant & Hamill LLC341,439$4.92M0.1%-2.0%0.797%
5/2/2025 Victory 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%
2/20/2025 Mackenzie Financial Corp25,200$305K0.0%N/A0.082%
2/19/2025 Public Employees Retirement System of Ohio65,828$797K0.0%N/A0.215%
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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%
2/17/2025Nuveen 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%
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%
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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%
(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, 115 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), Pacific Ridge Capital Partners LLC ($11.19M), Invesco Ltd. ($10.56M), American Century Companies Inc. ($9.76M), Acadian Asset Management LLC ($8.94M), and Driehaus Capital Management LLC ($8.93M).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 94 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), American Century Companies Inc. ($330.77K), and EAM Investors LLC ($294.57K).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 6,983,343 shares in the last 24 months. This purchase volume represents approximately $72.45M in transactions.

Which Heritage Insurance major shareholders have been selling company stock?

Of the 47 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: Pacific Ridge Capital Partners LLC ($386.90K), Acadian Asset Management LLC ($383.10K), Driehaus Capital Management LLC ($356.40K), Marshall Wace LLP ($304.62K), Assenagon Asset Management S.A. ($303.47K), Renaissance Technologies LLC ($221.80K), and Invesco Ltd. ($212.30K).

How much institutional selling is happening at Heritage Insurance?

Institutional investors have sold a total of 3,799,432 shares in the last 24 months. This volume of shares sold represents approximately $41.58M in transactions.



This page (NYSE:HRTG) was last updated on 5/24/2025 by MarketBeat.com Staff
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