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Heritage Insurance (HRTG) Institutional Ownership

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$33.92 +0.10 (+0.28%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$33.99 +0.07 (+0.21%)
As of 10/2/2026 07:30 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 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)
126
Total
Institutional Inflows
(last 12 months)
$196.79M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$68.97M
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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
9/9/2026Engineers Gate Manager LP38,182$996K0.0%+308.0%0.128%
9/9/2026IFP Advisors Inc1,375$36K0.0%-29.5%0.005%
9/9/2026Squarepoint Ops LLC11,202$292K0.0%-85.8%0.038%
8/27/2026Corient Private Wealth LP41,833$1.09M0.0%N/A0.141%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al36,800$960K0.0%N/A0.124%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC19,007$496K0.0%-4.5%0.064%
8/19/2026Navellier & Associates Inc.32,574$850K0.1%-31.0%0.110%
8/19/2026Hsbc Holdings PLC10,324$272K0.0%N/A0.035%
8/18/2026Empowered Funds LLC162,183$4.23M0.0%N/A0.546%
8/18/2026Public Employees Retirement System of Ohio35,149$917K0.0%N/A0.118%
8/17/2026Corient Private Wealth LP42,953$1.12M0.0%N/A0.144%
8/17/2026Bank of America Corp DE232,737$6.07M0.0%N/A0.783%
8/15/2026Freestone Grove Partners LP17,243$450K0.0%N/A0.058%
8/15/2026Man Group plc23,604$616K0.0%N/A0.079%
8/15/2026Jupiter Topco LLC12,100$316K0.0%N/A0.041%
8/14/2026Hsbc Holdings PLC10,324$272K0.0%N/A0.035%
8/14/2026Legal & General Group Plc19,716$514K0.0%N/A0.066%
8/14/2026Algert Global LLC81,624$2.13M0.0%N/A0.275%
8/13/2026Connor Clark & Lunn Investment Management Ltd.553,556$14.44M0.0%N/A1.862%
8/13/2026PEAK6 LLC32,342$843K0.0%N/A0.109%
8/13/2026Pinnacle Holdings LLC1,847$48K0.0%N/A0.006%
8/12/2026Ieq Capital LLC18,939$494K0.0%N/A0.064%
8/11/2026Vise Technologies Inc.9,461$247K0.0%N/A0.031%
8/11/2026Quartz Partners LLC188,809$4.92M1.6%N/A0.622%
8/8/2026Meeder Asset Management Inc.3,522$92K0.0%N/A0.012%
8/7/2026BlackRock Inc.2,332,889$60.84M0.0%N/A7.687%
8/7/2026Deutsche Bank AG25,220$658K0.0%N/A0.083%
8/6/2026Bank of New York Mellon Corp110,119$2.87M0.0%N/A0.363%
8/6/2026State of Wyoming8,064$210K0.0%N/A0.027%
8/6/2026GSA Capital Partners LLP15,194$396K0.0%N/A0.050%
7/8/2026Assenagon Asset Management S.A.263,321$6.87M0.0%-43.0%0.868%
6/2/2026Optiver Holding B.V.1,403$37K0.0%+510.0%0.005%
5/22/2026Segall Bryant & Hamill LLC165,232$4.34M0.1%-4.5%0.544%
5/19/2026Bank of America Corp DE194,689$5.11M0.0%+92.5%0.641%
5/19/2026Arkadios Wealth Advisors134,753$3.54M0.1%-1.8%0.444%
5/18/2026Empowered Funds LLC162,178$4.26M0.0%+6.5%0.534%
5/16/2026Quantinno Capital Management LP23,781$624K0.0%+26.7%0.078%
5/14/2026Renaissance Technologies LLC172,530$4.53M0.0%-5.0%0.568%
5/14/2026Arrowstreet Capital Limited Partnership218,655$5.74M0.0%+52.6%0.720%
5/14/2026Sei Investments Co.30,420$799K0.0%-30.0%0.100%
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5/13/2026First Trust Advisors LP86,818$2.28M0.0%+5.6%0.286%
5/7/2026Dimensional Fund Advisors LP1,246,923$32.73M0.0%+3.0%4.108%
5/6/2026Annis Gardner Whiting Capital Advisors LLC126,871$3.33M0.5%+65.0%0.418%
5/5/2026Quartz Partners LLC181,933$4.78M1.8%-2.9%0.599%
5/5/2026Bank of New York Mellon Corp102,075$2.68M0.0%-5.5%0.332%
5/5/2026Sanctuary Advisors LLC61,233$1.61M0.0%-9.6%0.199%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,264$296K0.0%+23.1%0.037%
5/4/2026Bleakley Financial Group LLC11,247$295K0.0%N/A0.037%
4/27/2026Moran Wealth Management LLC11,011$289K0.0%N/A0.036%
4/27/2026Counterpoint Mutual Funds LLC11,854$311K0.0%+35.9%0.039%
4/27/2026Y Intercept Hong Kong Ltd84,250$2.21M0.0%N/A0.274%
4/23/2026Inspire Investing LLC58,915$1.55M0.1%N/A0.192%
4/22/2026Janney Montgomery Scott LLC15,224$400K0.0%+30.4%0.050%
4/22/2026Sterling Capital Management LLC16,589$435K0.0%-36.5%0.054%
4/20/2026Kestra Private Wealth Services LLC26,303$690K0.0%+1.9%0.086%
4/20/2026Assenagon Asset Management S.A.461,844$12.12M0.0%-0.1%1.503%
4/16/2026SG Americas Securities LLC21,282$559K0.0%-22.3%0.069%
3/3/2026Caitong 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%
2/19/2026Invesco 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%
2/17/2026California State Teachers Retirement System23,495$687K0.0%+1,317.9%0.076%
2/17/2026Russell 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%
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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%
2/13/2026Quartz 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%
2/13/2026Stifel 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%


HRTG Institutional Ownership - Frequently Asked Questions

During the previous two years, 191 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 7,414,981 shares in the last 24 months. This purchase volume represents approximately $196.79M in transactions.

Of the 53 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 2,536,208 shares in the last 24 months. This volume of shares sold represents approximately $68.97M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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