Heritage Insurance (HRTG) Institutional Ownership

$20.88 -0.32 (-1.52%)

Closing price 06/3/2026 03:58 PM Eastern

Extended Trading

$20.85 -0.03 (-0.13%)

As of 06/3/2026 06:32 PM Eastern

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Current Institutional Ownership Percentage: 59.03%
Number of Institutional Buyers (last 12 months): 131
Total Institutional Inflows (last 12 months): $140.93M

Number of Institutional Sellers (last 12 months): 59
Total Institutional Outflows (last 12 months): $85.83M

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HRTG Institutional Buying and Selling by Quarter

Heritage Insurance Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/2/2026	Optiver Holding B.V.	1,403	$37K	0.0%	+510.0%	0.005%
5/22/2026	Segall Bryant & Hamill LLC	165,232	$4.34M	0.1%	-4.5%	0.544%
5/19/2026	Bank of America Corp DE	194,689	$5.11M	0.0%	+92.5%	0.641%
5/19/2026	Arkadios Wealth Advisors	134,753	$3.54M	0.1%	-1.8%	0.444%
5/18/2026	Empowered Funds LLC	162,178	$4.26M	0.0%	+6.5%	0.534%
5/16/2026	Quantinno Capital Management LP	23,781	$624K	0.0%	+26.7%	0.078%
5/14/2026	Renaissance Technologies LLC	172,530	$4.53M	0.0%	-5.0%	0.568%
5/14/2026	Arrowstreet Capital Limited Partnership	218,655	$5.74M	0.0%	+52.6%	0.720%
5/14/2026	Sei Investments Co.	30,420	$799K	0.0%	-30.0%	0.100%
5/13/2026	First Trust Advisors LP	86,818	$2.28M	0.0%	+5.6%	0.286%
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5/7/2026	Dimensional Fund Advisors LP	1,246,923	$32.73M	0.0%	+3.0%	4.108%
5/6/2026	Annis Gardner Whiting Capital Advisors LLC	126,871	$3.33M	0.5%	+65.0%	0.418%
5/5/2026	Quartz Partners LLC	181,933	$4.78M	1.8%	-2.9%	0.599%
5/5/2026	Bank of New York Mellon Corp	102,075	$2.68M	0.0%	-5.5%	0.332%
5/5/2026	Sanctuary Advisors LLC	61,233	$1.61M	0.0%	-9.6%	0.199%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	11,264	$296K	0.0%	+23.1%	0.037%
5/4/2026	Bleakley Financial Group LLC	11,247	$295K	0.0%	N/A	0.037%
4/27/2026	Moran Wealth Management LLC	11,011	$289K	0.0%	N/A	0.036%
4/27/2026	Counterpoint Mutual Funds LLC	11,854	$311K	0.0%	+35.9%	0.039%
4/27/2026	Y Intercept Hong Kong Ltd	84,250	$2.21M	0.0%	N/A	0.274%
4/23/2026	Inspire Investing LLC	58,915	$1.55M	0.1%	N/A	0.192%
4/22/2026	Janney Montgomery Scott LLC	15,224	$400K	0.0%	+30.4%	0.050%
4/22/2026	Sterling Capital Management LLC	16,589	$435K	0.0%	-36.5%	0.054%
4/20/2026	Kestra Private Wealth Services LLC	26,303	$690K	0.0%	+1.9%	0.086%
4/20/2026	Assenagon Asset Management S.A.	461,844	$12.12M	0.0%	-0.1%	1.503%
4/16/2026	SG Americas Securities LLC	21,282	$559K	0.0%	-22.3%	0.069%
3/3/2026	Caitong International Asset Management Co. Ltd	2,906	$85K	0.0%	+3,774.7%	0.009%
2/19/2026	Mcguire Capital Advisors Inc.	1,050	$31K	0.0%	N/A	0.003%
2/19/2026	Invesco Ltd.	77,421	$2.27M	0.0%	+49.7%	0.250%
2/18/2026	EP Wealth Advisors LLC	7,851	$230K	0.0%	N/A	0.025%
2/18/2026	Empowered Funds LLC	152,254	$4.46M	0.0%	+6.3%	0.493%
2/18/2026	XTX Topco Ltd	22,872	$669K	0.0%	+15.0%	0.074%
2/18/2026	VARCOV Co.	17,096	$500K	0.2%	N/A	0.055%
2/18/2026	Voloridge Investment Management LLC	38,528	$1.13M	0.0%	+40.0%	0.125%
2/18/2026	Verdad Advisers LP	28,774	$842K	0.3%	N/A	0.093%
2/18/2026	Tudor Investment Corp ET AL	185,466	$5.43M	0.0%	-0.5%	0.600%
2/18/2026	Millennium Management LLC	47,642	$1.39M	0.0%	-81.1%	0.154%
2/18/2026	Man Group plc	10,543	$308K	0.0%	+16.0%	0.034%
2/18/2026	Interval Partners LP	32,370	$947K	0.0%	-38.8%	0.105%
2/18/2026	Janus Henderson Group PLC	12,100	$354K	0.0%	N/A	0.039%
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2/18/2026	Engineers Gate Manager LP	17,386	$509K	0.0%	N/A	0.056%
2/18/2026	Bridgeway Capital Management LLC	248,801	$7.28M	0.2%	+3.1%	0.805%
2/17/2026	AQR Capital Management LLC	417,428	$12.21M	0.0%	+4.4%	1.350%
2/17/2026	Jain Global LLC	9,200	$269K	0.0%	N/A	0.030%
2/17/2026	Trexquant Investment LP	154,443	$4.52M	0.0%	+1.3%	0.500%
2/17/2026	Jump Financial LLC	17,473	$511K	0.0%	N/A	0.057%
2/17/2026	Price T Rowe Associates Inc. MD	13,635	$399K	0.0%	+14.3%	0.044%
2/17/2026	Osaic Holdings Inc.	38,207	$1.12M	0.0%	-15.8%	0.124%
2/17/2026	California State Teachers Retirement System	23,495	$687K	0.0%	+1,317.9%	0.076%
2/17/2026	Russell Investments Group Ltd.	21,966	$643K	0.0%	-44.7%	0.071%
2/17/2026	State of Wisconsin Investment Board	27,068	$792K	0.0%	-36.1%	0.088%
2/17/2026	ExodusPoint Capital Management LP	16,776	$491K	0.0%	N/A	0.054%
2/17/2026	Royal Bank of Canada	1,182	$35K	0.0%	+72.6%	0.004%
2/17/2026	Mangrove Partners IM LLC	14,965	$438K	0.0%	N/A	0.048%
2/17/2026	Graham Capital Management L.P.	19,378	$567K	0.0%	+4.2%	0.063%
2/17/2026	Magnetar Financial LLC	13,163	$385K	0.0%	N/A	0.043%
2/16/2026	Squarepoint Ops LLC	47,939	$1.40M	0.0%	+2.9%	0.155%
2/16/2026	Verition Fund Management LLC	7,820	$229K	0.0%	-80.7%	0.025%
2/16/2026	Mariner LLC	41,176	$1.21M	0.0%	+23.1%	0.133%
2/16/2026	Healthcare of Ontario Pension Plan Trust Fund	86,350	$2.53M	0.0%	N/A	0.279%
2/16/2026	Barclays PLC	63,612	$1.86M	0.0%	+13.7%	0.206%
2/13/2026	Quartz Partners LLC	187,356	$5.48M	2.0%	+8.5%	0.606%
2/13/2026	Marshall Wace LLP	527,479	$15.43M	0.0%	-48.5%	1.706%
2/13/2026	The Manufacturers Life Insurance Company	7,426	$217K	0.0%	N/A	0.024%
2/13/2026	CANADA LIFE ASSURANCE Co	3,188	$93K	0.0%	N/A	0.010%
2/13/2026	Segall Bryant & Hamill LLC	172,939	$5.06M	0.1%	-0.9%	0.559%
2/13/2026	Stifel Financial Corp	17,849	$522K	0.0%	-2.9%	0.058%
2/13/2026	Jacobs Levy Equity Management Inc.	343,744	$10.06M	0.0%	-18.9%	1.112%
2/13/2026	Arkadios Wealth Advisors	137,266	$4.02M	0.1%	+7.0%	0.444%
2/13/2026	First Trust Advisors LP	82,249	$2.41M	0.0%	+14.1%	0.266%
2/13/2026	Charles Schwab Investment Management Inc.	255,174	$7.47M	0.0%	+25.2%	0.826%
2/13/2026	State Street Corp	507,577	$14.85M	0.0%	+11.4%	1.642%
2/13/2026	Ieq Capital LLC	43,646	$1.28M	0.0%	+4.4%	0.141%
2/13/2026	Boston Partners	53,235	$1.56M	0.0%	-1.8%	0.172%
2/13/2026	Dynamic Technology Lab Private Ltd	20,840	$610K	0.1%	-25.0%	0.067%
2/13/2026	Caitong International Asset Management Co. Ltd	1,709	$50K	0.1%	+2,178.7%	0.006%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	15,700	$459K	0.0%	N/A	0.051%
2/13/2026	Wells Fargo & Company MN	49,863	$1.46M	0.0%	+45.4%	0.161%
2/12/2026	HRT Financial LP	171,405	$5.02M	0.0%	+37.1%	0.555%
2/12/2026	Renaissance Technologies LLC	181,681	$5.32M	0.0%	-33.3%	0.588%
2/12/2026	Dimensional Fund Advisors LP	1,210,044	$35.41M	0.0%	-4.1%	3.915%
2/12/2026	Counterpoint Mutual Funds LLC	8,721	$255K	0.0%	-76.6%	0.028%
2/12/2026	Integrated Quantitative Investments LLC	22,116	$647K	0.1%	N/A	0.072%
2/12/2026	Informed Momentum Co LLC	188,956	$5.53M	0.6%	+34.7%	0.611%
2/12/2026	New York State Common Retirement Fund	29,000	$849K	0.0%	+339.4%	0.094%
2/12/2026	Swiss National Bank	49,000	$1.43M	0.0%	N/A	0.159%
2/12/2026	Nuveen LLC	169,454	$4.96M	0.0%	+181.7%	0.548%
2/11/2026	Meeder Asset Management Inc.	3,522	$103K	0.0%	N/A	0.011%
2/11/2026	Empowered Funds LLC	152,254	$4.46M	0.0%	+6.3%	0.493%
2/11/2026	Janney Montgomery Scott LLC	11,677	$342K	0.0%	+19.8%	0.038%
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2/11/2026	Deutsche Bank AG	18,836	$551K	0.0%	+12.3%	0.061%
2/11/2026	Cerity Partners LLC	42,519	$1.24M	0.0%	N/A	0.138%
2/11/2026	LPL Financial LLC	30,430	$890K	0.0%	+55.0%	0.098%
2/11/2026	Franklin Resources Inc.	90,941	$2.66M	0.0%	+11.8%	0.294%
2/11/2026	Brandywine Global Investment Management LLC	51,500	$1.51M	0.0%	-3.7%	0.167%
2/11/2026	O Shaughnessy Asset Management LLC	13,666	$400K	0.0%	-25.8%	0.044%
2/11/2026	Los Angeles Capital Management LLC	72,455	$2.12M	0.0%	+27.1%	0.234%
2/11/2026	Globeflex Capital L P	5,914	$173K	0.0%	N/A	0.019%
2/11/2026	State of Wyoming	9,268	$271K	0.0%	-29.9%	0.030%
2/10/2026	Goldman Sachs Group Inc.	173,519	$5.08M	0.0%	+39.2%	0.561%

HRTG Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 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 166 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 5,363,812 shares in the last 24 months. This purchase volume represents approximately $140.93M in transactions.

Of the 59 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), Dimensional Fund Advisors LP ($209.64K), Ameriprise Financial Inc. ($208.21K), Millennium Management LLC ($204.73K), and Segall Bryant & Hamill LLC ($176.21K).

Institutional investors have sold a total of 3,226,163 shares in the last 24 months. This volume of shares sold represents approximately $85.83M in transactions.

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This page (NYSE:HRTG) was last updated on 6/4/2026 by MarketBeat.com Staff.

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Heritage Insurance (HRTG) Institutional Ownership

HRTG Institutional Buying and Selling by Quarter

Heritage Insurance Major Shareholders & Ownership History

HRTG Institutional Ownership - Frequently Asked Questions

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Heritage Insurance (HRTG) Institutional Ownership

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

HRTG Institutional Buying and Selling by Quarter

Heritage Insurance Major Shareholders & Ownership History

HRTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HRTG shares?

What percentage of Heritage Insurance's stock is owned by institutional investors?

Which institutional investors have been buying Heritage Insurance's stock?

How much institutional buying is happening at Heritage Insurance?

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

How much institutional selling is happening at Heritage Insurance?

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