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Heritage Insurance (HRTG) Institutional Ownership

Heritage Insurance logo
$33.92 +0.08 (+0.24%)
As of 08/21/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
59.03%
Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$194.35M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$67.20M
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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
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC19,007$496K0.0%-4.5%0.064%
8/19/2026 Navellier & Associates Inc.32,574$850K0.1%-31.0%0.110%
8/19/2026 Hsbc Holdings PLC10,324$272K0.0%N/A0.035%
8/18/2026 Empowered Funds LLC162,183$4.23M0.0%N/A0.546%
8/18/2026 Public Employees Retirement System of Ohio35,149$917K0.0%N/A0.118%
8/17/2026 Corient Private Wealth LP42,953$1.12M0.0%N/A0.144%
8/17/2026 Bank of America Corp DE232,737$6.07M0.0%N/A0.783%
8/15/2026 Freestone Grove Partners LP17,243$450K0.0%N/A0.058%
8/15/2026 Man Group plc23,604$616K0.0%N/A0.079%
8/15/2026 Jupiter Topco LLC12,100$316K0.0%N/A0.041%
8/14/2026 Hsbc Holdings PLC10,324$272K0.0%N/A0.035%
8/14/2026 Legal & General Group Plc19,716$514K0.0%N/A0.066%
8/14/2026 Algert Global LLC81,624$2.13M0.0%N/A0.275%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.553,556$14.44M0.0%N/A1.862%
8/13/2026 PEAK6 LLC32,342$843K0.0%N/A0.109%
8/13/2026 Pinnacle Holdings LLC1,847$48K0.0%N/A0.006%
8/12/2026 Ieq Capital LLC18,939$494K0.0%N/A0.064%
8/11/2026 Vise Technologies Inc.9,461$247K0.0%N/A0.031%
8/11/2026 Quartz Partners LLC188,809$4.92M1.6%N/A0.622%
8/8/2026 Meeder Asset Management Inc.3,522$92K0.0%N/A0.012%
8/7/2026 BlackRock Inc.2,332,889$60.84M0.0%N/A7.687%
8/7/2026 Deutsche Bank AG25,220$658K0.0%N/A0.083%
8/6/2026 Bank of New York Mellon Corp110,119$2.87M0.0%N/A0.363%
8/6/2026 State of Wyoming8,064$210K0.0%N/A0.027%
8/6/2026 GSA Capital Partners LLP15,194$396K0.0%N/A0.050%
7/8/2026 Assenagon Asset Management S.A.263,321$6.87M0.0%-43.0%0.868%
6/2/2026 Optiver Holding B.V.1,403$37K0.0%+510.0%0.005%
5/22/2026 Segall Bryant & Hamill LLC165,232$4.34M0.1%-4.5%0.544%
5/19/2026 Bank of America Corp DE194,689$5.11M0.0%+92.5%0.641%
5/19/2026 Arkadios Wealth Advisors134,753$3.54M0.1%-1.8%0.444%
5/18/2026 Empowered Funds LLC162,178$4.26M0.0%+6.5%0.534%
5/16/2026 Quantinno Capital Management LP23,781$624K0.0%+26.7%0.078%
5/14/2026 Renaissance Technologies LLC172,530$4.53M0.0%-5.0%0.568%
5/14/2026 Arrowstreet Capital Limited Partnership218,655$5.74M0.0%+52.6%0.720%
5/14/2026 Sei Investments Co.30,420$799K0.0%-30.0%0.100%
5/13/2026 First Trust Advisors LP86,818$2.28M0.0%+5.6%0.286%
5/7/2026 Dimensional Fund Advisors LP1,246,923$32.73M0.0%+3.0%4.108%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC126,871$3.33M0.5%+65.0%0.418%
5/5/2026 Quartz Partners LLC181,933$4.78M1.8%-2.9%0.599%
5/5/2026 Bank of New York Mellon Corp102,075$2.68M0.0%-5.5%0.332%
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5/5/2026 Sanctuary Advisors LLC61,233$1.61M0.0%-9.6%0.199%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,264$296K0.0%+23.1%0.037%
5/4/2026 Bleakley Financial Group LLC11,247$295K0.0%N/A0.037%
4/27/2026 Moran Wealth Management LLC11,011$289K0.0%N/A0.036%
4/27/2026 Counterpoint Mutual Funds LLC11,854$311K0.0%+35.9%0.039%
4/27/2026 Y Intercept Hong Kong Ltd84,250$2.21M0.0%N/A0.274%
4/23/2026 Inspire Investing LLC58,915$1.55M0.1%N/A0.192%
4/22/2026 Janney Montgomery Scott LLC15,224$400K0.0%+30.4%0.050%
4/22/2026 Sterling Capital Management LLC16,589$435K0.0%-36.5%0.054%
4/20/2026 Kestra Private Wealth Services LLC26,303$690K0.0%+1.9%0.086%
4/20/2026 Assenagon Asset Management S.A.461,844$12.12M0.0%-0.1%1.503%
4/16/2026 SG Americas Securities LLC21,282$559K0.0%-22.3%0.069%
3/3/2026 Caitong International Asset Management Co. Ltd2,906$85K0.0%+3,774.7%0.009%
2/19/2026 Mcguire Capital Advisors Inc.1,050$31K0.0%N/A0.003%
2/19/2026 Invesco Ltd.77,421$2.27M0.0%+49.7%0.250%
2/18/2026 EP Wealth Advisors LLC7,851$230K0.0%N/A0.025%
2/18/2026 Empowered Funds LLC152,254$4.46M0.0%+6.3%0.493%
2/18/2026 XTX Topco Ltd22,872$669K0.0%+15.0%0.074%
2/18/2026 VARCOV Co.17,096$500K0.2%N/A0.055%
2/18/2026 Voloridge Investment Management LLC38,528$1.13M0.0%+40.0%0.125%
2/18/2026 Verdad Advisers LP28,774$842K0.3%N/A0.093%
2/18/2026 Tudor Investment Corp ET AL185,466$5.43M0.0%-0.5%0.600%
2/18/2026 Millennium Management LLC47,642$1.39M0.0%-81.1%0.154%
2/18/2026 Man Group plc10,543$308K0.0%+16.0%0.034%
2/18/2026 Interval Partners LP32,370$947K0.0%-38.8%0.105%
2/18/2026Janus Henderson Group PLC12,100$354K0.0%N/A0.039%
2/18/2026 Engineers Gate Manager LP17,386$509K0.0%N/A0.056%
2/18/2026 Bridgeway Capital Management LLC248,801$7.28M0.2%+3.1%0.805%
2/17/2026 AQR Capital Management LLC417,428$12.21M0.0%+4.4%1.350%
2/17/2026 Jain Global LLC9,200$269K0.0%N/A0.030%
2/17/2026 Trexquant Investment LP154,443$4.52M0.0%+1.3%0.500%
2/17/2026 Jump Financial LLC17,473$511K0.0%N/A0.057%
2/17/2026 Price T Rowe Associates Inc. MD13,635$399K0.0%+14.3%0.044%
2/17/2026 Osaic Holdings Inc.38,207$1.12M0.0%-15.8%0.124%
2/17/2026California State Teachers Retirement System23,495$687K0.0%+1,317.9%0.076%
2/17/2026 Russell Investments Group Ltd.21,966$643K0.0%-44.7%0.071%
2/17/2026 State of Wisconsin Investment Board27,068$792K0.0%-36.1%0.088%
2/17/2026 ExodusPoint Capital Management LP16,776$491K0.0%N/A0.054%
2/17/2026 Royal Bank of Canada1,182$35K0.0%+72.6%0.004%
2/17/2026 Mangrove Partners IM LLC14,965$438K0.0%N/A0.048%
2/17/2026 Graham Capital Management L.P.19,378$567K0.0%+4.2%0.063%
2/17/2026 Magnetar Financial LLC13,163$385K0.0%N/A0.043%
2/16/2026 Squarepoint Ops LLC47,939$1.40M0.0%+2.9%0.155%
2/16/2026 Verition Fund Management LLC7,820$229K0.0%-80.7%0.025%
2/16/2026 Mariner LLC41,176$1.21M0.0%+23.1%0.133%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund86,350$2.53M0.0%N/A0.279%
2/16/2026 Barclays PLC63,612$1.86M0.0%+13.7%0.206%
2/13/2026 Quartz Partners LLC187,356$5.48M2.0%+8.5%0.606%
2/13/2026 Marshall Wace LLP527,479$15.43M0.0%-48.5%1.706%
2/13/2026 The Manufacturers Life Insurance Company 7,426$217K0.0%N/A0.024%
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2/13/2026 CANADA LIFE ASSURANCE Co3,188$93K0.0%N/A0.010%
2/13/2026 Segall Bryant & Hamill LLC172,939$5.06M0.1%-0.9%0.559%
2/13/2026 Stifel Financial Corp17,849$522K0.0%-2.9%0.058%
2/13/2026 Jacobs Levy Equity Management Inc.343,744$10.06M0.0%-18.9%1.112%
2/13/2026 Arkadios Wealth Advisors137,266$4.02M0.1%+7.0%0.444%
2/13/2026 First Trust Advisors LP82,249$2.41M0.0%+14.1%0.266%
2/13/2026 Charles Schwab Investment Management Inc.255,174$7.47M0.0%+25.2%0.826%
2/13/2026 State Street Corp507,577$14.85M0.0%+11.4%1.642%
2/13/2026 Ieq Capital LLC43,646$1.28M0.0%+4.4%0.141%
2/13/2026 Boston Partners53,235$1.56M0.0%-1.8%0.172%


HRTG Institutional Ownership - Frequently Asked Questions

During the previous two years, 190 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were BlackRock Inc. ($60.84M), Vanguard Group Inc. ($55.04M), Dimensional Fund Advisors LP ($32.73M), American Century Companies Inc. ($22.37M), Geode Capital Management LLC ($19.49M), Marshall Wace LLP ($15.43M), and State Street Corp ($14.85M).Learn more on Heritage Insurance's institutional investors.

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

Of the 170 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: BlackRock Inc. ($2.33M), Connor Clark & Lunn Investment Management Ltd. ($883.84K), Jacobs Levy Equity Management Inc. ($644.58K), Marshall Wace LLP ($431.36K), Assenagon Asset Management S.A. ($429.55K), Bank of America Corp DE ($424.86K), and Vanguard Group Inc. ($376.02K).

Institutional investors have bought a total of 7,322,249 shares in the last 24 months. This purchase volume represents approximately $194.35M in transactions.

Of the 51 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: Marshall Wace LLP ($496.88K), Arrowstreet Capital Limited Partnership ($283.46K), Dimensional Fund Advisors LP ($209.64K), Millennium Management LLC ($204.73K), Assenagon Asset Management S.A. ($199.16K), JPMorgan Chase & Co. ($151.03K), and Jacobs Levy Equity Management Inc. ($121.08K).

Institutional investors have sold a total of 2,468,209 shares in the last 24 months. This volume of shares sold represents approximately $67.20M in transactions.


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Institutional ownership data for NYSE:HRTG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/19/2026. New 13F filings are added each quarter as they're published.
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