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Heritage Insurance (HRTG) Institutional Ownership

Heritage Insurance logo
$22.53 +0.51 (+2.32%)
As of 01:57 PM Eastern
This is a fair market value price provided by Massive. 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)
135
Total
Institutional Inflows
(last 12 months)
$139.36M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$89.80M
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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
5/14/2026Sei Investments Co.30,420$799K0.0%-30.0%0.100%
5/13/2026First 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%
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%
2/19/2026Mcguire Capital Advisors Inc.1,050$31K0.0%N/A0.003%
2/19/2026 Invesco Ltd.77,421$2.27M0.0%+49.7%0.250%
2/18/2026EP Wealth Advisors LLC7,851$230K0.0%N/A0.025%
2/18/2026Empowered Funds LLC152,254$4.46M0.0%+6.3%0.493%
2/18/2026XTX Topco Ltd22,872$669K0.0%+15.0%0.074%
2/18/2026VARCOV Co.17,096$500K0.2%N/A0.055%
2/18/2026Voloridge Investment Management LLC38,528$1.13M0.0%+40.0%0.125%
2/18/2026Verdad Advisers LP28,774$842K0.3%N/A0.093%
2/18/2026Tudor Investment Corp ET AL185,466$5.43M0.0%-0.5%0.600%
2/18/2026Millennium Management LLC47,642$1.39M0.0%-81.1%0.154%
2/18/2026Man Group plc10,543$308K0.0%+16.0%0.034%
2/18/2026Interval Partners LP32,370$947K0.0%-38.8%0.105%
2/18/2026Janus Henderson Group PLC12,100$354K0.0%N/A0.039%
2/18/2026Engineers Gate Manager LP17,386$509K0.0%N/A0.056%
2/18/2026Bridgeway Capital Management LLC248,801$7.28M0.2%+3.1%0.805%
2/17/2026AQR Capital Management LLC417,428$12.21M0.0%+4.4%1.350%
2/17/2026Jain Global LLC9,200$269K0.0%N/A0.030%
2/17/2026Trexquant Investment LP154,443$4.52M0.0%+1.3%0.500%
2/17/2026Jump Financial LLC17,473$511K0.0%N/A0.057%
2/17/2026Price T Rowe Associates Inc. MD13,635$399K0.0%+14.3%0.044%
2/17/2026Osaic Holdings Inc.38,207$1.12M0.0%-15.8%0.124%
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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%
2/17/2026State of Wisconsin Investment Board27,068$792K0.0%-36.1%0.088%
2/17/2026ExodusPoint Capital Management LP16,776$491K0.0%N/A0.054%
2/17/2026Royal Bank of Canada1,182$35K0.0%+72.6%0.004%
2/17/2026Mangrove Partners IM LLC14,965$438K0.0%N/A0.048%
2/17/2026Graham Capital Management L.P.19,378$567K0.0%+4.2%0.063%
2/17/2026Magnetar Financial LLC13,163$385K0.0%N/A0.043%
2/16/2026Squarepoint Ops LLC47,939$1.40M0.0%+2.9%0.155%
2/16/2026Verition Fund Management LLC7,820$229K0.0%-80.7%0.025%
2/16/2026Mariner LLC41,176$1.21M0.0%+23.1%0.133%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund86,350$2.53M0.0%N/A0.279%
2/16/2026Barclays PLC63,612$1.86M0.0%+13.7%0.206%
2/13/2026 Quartz Partners LLC187,356$5.48M2.0%+8.5%0.606%
2/13/2026Marshall Wace LLP527,479$15.43M0.0%-48.5%1.706%
2/13/2026The Manufacturers Life Insurance Company 7,426$217K0.0%N/A0.024%
2/13/2026CANADA LIFE ASSURANCE Co3,188$93K0.0%N/A0.010%
2/13/2026Segall Bryant & Hamill LLC172,939$5.06M0.1%-0.9%0.559%
2/13/2026 Stifel Financial Corp17,849$522K0.0%-2.9%0.058%
2/13/2026Jacobs Levy Equity Management Inc.343,744$10.06M0.0%-18.9%1.112%
2/13/2026Arkadios Wealth Advisors137,266$4.02M0.1%+7.0%0.444%
2/13/2026First Trust Advisors LP82,249$2.41M0.0%+14.1%0.266%
2/13/2026Charles Schwab Investment Management Inc.255,174$7.47M0.0%+25.2%0.826%
2/13/2026State Street Corp507,577$14.85M0.0%+11.4%1.642%
2/13/2026Ieq Capital LLC43,646$1.28M0.0%+4.4%0.141%
2/13/2026 Boston Partners53,235$1.56M0.0%-1.8%0.172%
2/13/2026Dynamic Technology Lab Private Ltd20,840$610K0.1%-25.0%0.067%
2/13/2026 Caitong International Asset Management Co. Ltd1,709$50K0.1%+2,178.7%0.006%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,700$459K0.0%N/A0.051%
2/13/2026 Wells Fargo & Company MN49,863$1.46M0.0%+45.4%0.161%
2/12/2026HRT Financial LP171,405$5.02M0.0%+37.1%0.555%
2/12/2026Renaissance Technologies LLC181,681$5.32M0.0%-33.3%0.588%
2/12/2026 Dimensional Fund Advisors LP1,210,044$35.41M0.0%-4.1%3.915%
2/12/2026 Counterpoint Mutual Funds LLC8,721$255K0.0%-76.6%0.028%
2/12/2026Integrated Quantitative Investments LLC22,116$647K0.1%N/A0.072%
2/12/2026Informed Momentum Co LLC188,956$5.53M0.6%+34.7%0.611%
2/12/2026 New York State Common Retirement Fund29,000$849K0.0%+339.4%0.094%
2/12/2026 Swiss National Bank49,000$1.43M0.0%N/A0.159%
2/12/2026 Nuveen LLC169,454$4.96M0.0%+181.7%0.548%
2/11/2026 Meeder Asset Management Inc.3,522$103K0.0%N/A0.011%
2/11/2026Empowered Funds LLC152,254$4.46M0.0%+6.3%0.493%
2/11/2026 Janney Montgomery Scott LLC11,677$342K0.0%+19.8%0.038%
2/11/2026 Deutsche Bank AG18,836$551K0.0%+12.3%0.061%
2/11/2026Cerity Partners LLC42,519$1.24M0.0%N/A0.138%
2/11/2026 LPL Financial LLC30,430$890K0.0%+55.0%0.098%
2/11/2026Franklin Resources Inc.90,941$2.66M0.0%+11.8%0.294%
2/11/2026Brandywine Global Investment Management LLC51,500$1.51M0.0%-3.7%0.167%
2/11/2026O Shaughnessy Asset Management LLC13,666$400K0.0%-25.8%0.044%
2/11/2026 Los Angeles Capital Management LLC72,455$2.12M0.0%+27.1%0.234%
2/11/2026Globeflex Capital L P5,914$173K0.0%N/A0.019%
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2/11/2026State of Wyoming9,268$271K0.0%-29.9%0.030%
2/10/2026Goldman Sachs Group Inc.173,519$5.08M0.0%+39.2%0.561%
2/10/2026 Intech Investment Management LLC7,979$233K0.0%-11.3%0.026%
2/9/2026Geode Capital Management LLC665,902$19.49M0.0%+5.5%2.154%
2/9/2026Harbour Investments Inc.1,700$50K0.0%N/A0.005%
2/6/2026Legato Capital Management LLC10,516$308K0.0%N/A0.034%
2/6/2026 Covestor Ltd903$26K0.0%-44.3%0.003%
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al16,200$474K0.0%N/A0.052%
2/4/2026 Pacific Ridge Capital Partners LLC371,953$10.88M2.4%-19.0%1.203%
2/4/2026 Versor Investments LP13,920$407K0.1%-3.5%0.045%


HRTG Institutional Ownership - Frequently Asked Questions

During the previous two years, 183 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were Vanguard Group Inc. ($55.04M), Dimensional Fund Advisors LP ($32.73M), American Century Companies Inc. ($22.37M), Geode Capital Management LLC ($19.49M), Connor Clark & Lunn Investment Management Ltd. ($15.77M), 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 165 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), American Century Companies Inc. ($542.40K), Marshall Wace LLP ($431.36K), Assenagon Asset Management S.A. ($429.55K), Vanguard Group Inc. ($376.02K), Prudential Financial Inc. ($357.23K), and Segall Bryant & Hamill LLC ($348.56K).

Institutional investors have bought a total of 5,407,552 shares in the last 24 months. This purchase volume represents approximately $139.36M in transactions.

Of the 62 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), Invesco Ltd. ($320.18K), Arrowstreet Capital Limited Partnership ($283.46K), Jacobs Levy Equity Management Inc. ($262.62K), Dimensional Fund Advisors LP ($209.64K), Ameriprise Financial Inc. ($208.21K), and Millennium Management LLC ($204.73K).

Institutional investors have sold a total of 3,518,234 shares in the last 24 months. This volume of shares sold represents approximately $89.80M in transactions.


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This page (NYSE:HRTG) was last updated on 5/14/2026 by MarketBeat.com Staff.
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