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Heritage Insurance (HRTG) Institutional Ownership

Heritage Insurance logo
$22.53 +0.30 (+1.35%)
As of 03:44 PM Eastern
This is a fair market value 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)
101
Total
Institutional Inflows
(last 12 months)
$103.27M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$49.84M
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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
8/19/2025 State of Wyoming27,530$687K0.1%-7.4%0.089%
8/15/2025 Tower Research Capital LLC TRC 8,299$207K0.0%+1,366.3%0.027%
8/15/2025 Tidal Investments LLC14,093$351K0.0%N/A0.045%
8/15/2025 Man Group plc10,221$255K0.0%-65.2%0.033%
8/15/2025 Engineers Gate Manager LP21,632$540K0.0%N/A0.070%
8/15/2025 BNP Paribas Financial Markets3,035$76K0.0%+77.3%0.010%
8/15/2025 Bridgeway Capital Management LLC277,721$6.93M0.2%-5.0%0.895%
8/15/2025 Balyasny Asset Management L.P.48,337$1.21M0.0%N/A0.156%
8/15/2025 Bank of America Corp DE83,988$2.10M0.0%+75.8%0.271%
8/15/2025 Ameriprise Financial Inc.239,571$5.98M0.0%-33.9%0.772%
8/15/2025 AQR Capital Management LLC385,499$9.61M0.0%-24.3%1.243%
8/14/2025 Raymond James Financial Inc.112,403$2.80M0.0%+21.9%0.362%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,267$306K0.0%-9.9%0.040%
8/14/2025 The Manufacturers Life Insurance Company 8,205$205K0.0%N/A0.026%
8/14/2025 Sei Investments Co.20,505$511K0.0%N/A0.066%
8/14/2025 Nebula Research & Development LLC13,939$348K0.0%-32.7%0.045%
8/14/2025 Qube Research & Technologies Ltd178,839$4.46M0.0%+62.0%0.577%
8/14/2025 WINTON GROUP Ltd12,543$313K0.0%-58.1%0.040%
8/13/2025 Marshall Wace LLP942,167$23.50M0.0%+58.9%3.040%
8/13/2025 Walleye Capital LLC18,863$470K0.0%N/A0.061%
8/13/2025 First Trust Advisors LP74,578$1.86M0.0%+10.0%0.241%
8/13/2025 Invesco Ltd.412,161$10.28M0.0%-43.7%1.330%
8/13/2025 Arrowstreet Capital Limited Partnership526,377$13.13M0.0%+69.6%1.698%
8/13/2025 New York State Common Retirement Fund6,600$165K0.0%+127.6%0.021%
8/13/2025 Scotia Capital Inc.26,738$667K0.0%N/A0.086%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC13,281$331K0.0%N/A0.043%
8/13/2025 Russell Investments Group Ltd.125,828$3.14M0.0%+829.3%0.406%
8/12/2025 Boston Partners45,018$1.12M0.0%-43.4%0.145%
8/12/2025 XTX Topco Ltd29,145$727K0.0%+8.4%0.094%
8/12/2025 CreativeOne Wealth LLC11,463$286K0.0%N/A0.037%
8/12/2025 Prudential Financial Inc.383,582$9.57M0.0%+290.8%1.238%
8/12/2025 American Century Companies Inc.796,605$19.87M0.0%+17.7%2.571%
8/12/2025 Segall Bryant & Hamill LLC184,861$4.61M0.1%-45.9%0.597%
8/12/2025 Rhumbline Advisers33,124$826K0.0%-8.3%0.107%
8/12/2025 Franklin Resources Inc.35,087$875K0.0%+136.5%0.113%
8/12/2025 Brandywine Global Investment Management LLC55,400$1.38M0.0%+79.3%0.179%
8/12/2025 JPMorgan Chase & Co.140,879$3.51M0.0%+1,078.7%0.455%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH28,700$716K0.0%N/A0.093%
8/11/2025 Integrated Quantitative Investments LLC11,048$276K0.1%-39.1%0.036%
8/8/2025 Kingsview Wealth Management LLC11,284$281K0.0%-28.5%0.036%
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8/8/2025 Intech Investment Management LLC10,078$251K0.0%N/A0.033%
8/8/2025 Creative Planning37,913$946K0.0%+19.8%0.122%
8/8/2025 Police & Firemen s Retirement System of New Jersey5,749$143K0.0%+33.2%0.019%
8/8/2025 Geode Capital Management LLC517,803$12.92M0.0%+1.6%1.671%
8/7/2025 Boston Partners45,018$1.12M0.0%-43.4%0.145%
8/7/2025 Acadian Asset Management LLC526,698$13.13M0.0%-15.1%1.700%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.648,773$16.18M0.1%+33.6%2.093%
8/7/2025 Los Angeles Capital Management LLC58,858$1.47M0.0%+197.1%0.190%
8/6/2025 Fox Run Management L.L.C.22,828$569K0.1%+40.1%0.074%
8/6/2025 Savant Capital LLC10,532$263K0.0%N/A0.034%
8/4/2025 Arkadios Wealth Advisors115,889$2.89M0.1%-3.2%0.374%
7/31/2025 Nisa Investment Advisors LLC1,106$28K0.0%+2,413.6%0.004%
7/31/2025 AlphaQuest LLC3,259$81K0.0%+252.3%0.011%
7/28/2025 Moran Wealth Management LLC10,321$257K0.0%N/A0.033%
7/25/2025 CWM LLC14,404$359K0.0%+44.7%0.046%
7/18/2025 USA Financial Formulas983$25K0.0%N/A0.003%
7/17/2025 Janney Montgomery Scott LLC10,179$254K0.0%N/A0.033%
7/15/2025 Public Employees Retirement System of Ohio35,149$877K0.0%-15.8%0.113%
7/14/2025 Counterpoint Mutual Funds LLC100,188$2.50M0.2%N/A0.323%
5/28/2025 Strs Ohio8,800$127K0.0%N/A0.028%
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%
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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%
(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, 132 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 117 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: Jacobs Levy Equity Management Inc. ($644.58K), Acadian Asset Management LLC ($482.37K), American Century Companies Inc. ($450.56K), Assenagon Asset Management S.A. ($392.64K), 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 6,271,626 shares in the last 24 months. This purchase volume represents approximately $103.27M in transactions.

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

Of the 49 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 2,975,801 shares in the last 24 months. This volume of shares sold represents approximately $49.84M in transactions.


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This page (NYSE:HRTG) was last updated on 8/28/2025 by MarketBeat.com Staff
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