Free Trial
→ Utah’s New Oil Find (From Stansberry Research) (Ad) Free HRTG Stock Alerts

Heritage Insurance (HRTG) Institutional Ownership

Heritage Insurance logo
$21.54 0.00 (0.00%)
Closing price 03:59 PM Eastern
Extended Trading
$22.32 +0.78 (+3.62%)
As of 07:13 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 Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
59.03%
Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$62.76M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$28.75M
Get HRTG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Heritage Insurance stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HRTG Institutional Buying and Selling by Quarter

Heritage Insurance Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025USA 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%
5/28/2025Strs Ohio8,800$127K0.0%N/A0.028%
5/21/2025Acadian Asset Management LLC620,152$8.94M0.0%-1.3%2.001%
5/16/2025Empowered Funds LLC124,859$1.80M0.0%+8.4%0.403%
5/16/2025Goldman Sachs Group Inc.123,023$1.77M0.0%-31.9%0.397%
5/16/2025Millennium Management LLC322,957$4.66M0.0%+39.8%1.042%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,621$196K0.0%+4.2%0.044%
5/16/2025Jacobs Levy Equity Management Inc.503,034$7.25M0.0%-22.0%1.623%
5/16/2025Bridgeway Capital Management LLC292,323$4.22M0.1%-20.3%0.943%
5/16/2025AQR Capital Management LLC509,080$7.34M0.0%+8.6%1.643%
5/15/2025Cubist Systematic Strategies LLC52,060$751K0.0%N/A0.168%
5/15/2025Graham Capital Management L.P.36,266$523K0.0%-18.8%0.117%
5/15/2025State of Wyoming29,733$429K0.1%+586.7%0.096%
5/15/2025Trexquant Investment LP125,111$1.80M0.0%-14.6%0.404%
5/14/2025Ieq Capital LLC28,726$414K0.0%+14.7%0.093%
5/14/2025Martingale Asset Management L P54,380$784K0.0%+38.9%0.175%
5/14/2025Quantbot Technologies LP9,777$141K0.0%N/A0.032%
5/13/2025American Century Companies Inc.676,814$9.76M0.0%+14.7%2.184%
5/13/2025Brandywine Global Investment Management LLC30,900$446K0.0%+149.2%0.100%
5/13/2025Fox Run Management L.L.C.16,291$235K0.0%N/A0.053%
5/13/2025Boston Partners79,506$1.15M0.0%+4.1%0.257%
5/13/2025Russell Investments Group Ltd.13,540$195K0.0%-33.7%0.044%
5/12/2025Nuveen LLC103,641$1.50M0.0%N/A0.334%
5/12/2025Invesco Ltd.732,339$10.56M0.0%-22.5%2.363%
5/12/2025Connor Clark & Lunn Investment Management Ltd.485,631$7.00M0.0%+8.4%1.567%
5/9/2025Deutsche Bank AG14,612$211K0.0%-12.7%0.047%
5/9/2025Annis Gardner Whiting Capital Advisors LLC10,000$144K0.1%N/A0.032%
5/9/2025Pacific Ridge Capital Partners LLC776,095$11.19M2.9%-4.6%2.504%
5/8/2025US Bancorp DE9,935$143K0.0%-22.7%0.032%
5/8/2025Arkadios Wealth Advisors119,770$1.73M0.1%N/A0.386%
5/8/2025XTX Topco Ltd26,877$388K0.0%N/A0.087%
5/7/2025Mackenzie Financial Corp102,652$1.48M0.0%+307.3%0.331%
5/2/2025Kingsview Wealth Management LLC15,784$228K0.0%N/A0.037%
5/2/2025Bailard Inc.24,779$357K0.0%+48.6%0.058%
5/2/2025Segall Bryant & Hamill LLC341,439$4.92M0.1%-2.0%0.797%
5/2/2025Victory Capital Management Inc.83,500$1.20M0.0%-6.2%0.195%
5/1/2025CWM LLC9,951$143K0.0%+83.7%0.023%
Missed the Run So Far? This Is Your Second Chance (Ad)

According to history, the final stretch of the crypto cycle is here — and this short window is where fortunes are made. Inside The Crypto Code Workshop, two experts reveal how to get positioned early, lock in profits, and access their top altcoin picks before the crowd. All attendees receive $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
4/29/2025Bank 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%
2/20/2025Mackenzie Financial Corp25,200$305K0.0%N/A0.082%
2/19/2025 Public Employees Retirement System of Ohio65,828$797K0.0%N/A0.215%
2/17/2025Two Sigma Advisers LP217,000$2.63M0.0%-13.5%0.707%
2/17/2025Two Sigma Investments LP208,045$2.52M0.0%-29.7%0.678%
2/17/2025State of Wyoming4,330$52K0.0%-34.9%0.014%
2/17/2025Sherbrooke Park Advisers LLC18,190$220K0.1%-54.7%0.059%
2/17/2025Man Group plc54,693$662K0.0%N/A0.178%
2/17/2025Nuveen Asset Management LLC107,270$1.30M0.0%-18.2%0.350%
2/17/2025Millennium Management LLC230,975$2.80M0.0%-37.7%0.753%
2/17/2025Jacobs Levy Equity Management Inc.644,576$7.80M0.0%N/A2.101%
2/17/2025Graham Capital Management L.P.44,674$541K0.0%+213.7%0.146%
2/17/2025FJ Capital Management LLC17,517$212K0.0%N/A0.057%
2/17/2025Deutsche Bank AG16,744$203K0.0%+23.7%0.055%
2/17/2025D. E. Shaw & Co. Inc.50,145$607K0.0%-60.0%0.163%
2/17/2025Bridgeway Capital Management LLC366,595$4.44M0.1%+0.7%1.195%
2/17/2025Cantor Fitzgerald L. P.11,000$133K0.0%N/A0.036%
2/17/2025Balyasny Asset Management L.P.38,358$464K0.0%+111.8%0.125%
2/17/2025Bank of America Corp DE38,663$468K0.0%-21.7%0.126%
2/17/2025BNP Paribas Financial Markets23,226$281K0.0%+20.9%0.076%
2/17/2025Ameriprise Financial Inc.384,948$4.66M0.0%+46.1%1.255%
2/14/2025 Triumph Capital Management10,019$121K0.0%N/A0.033%
2/14/2025AQR Capital Management LLC468,860$5.67M0.0%+49.6%1.528%
2/14/2025Northern Trust Corp178,178$2.16M0.0%-2.5%0.581%
2/14/2025Aquatic Capital Management LLC12,388$150K0.0%N/A0.040%
2/14/2025Susquehanna Fundamental Investments LLC95,379$1.15M0.0%N/A0.311%
2/14/2025Nebula Research & Development LLC20,658$250K0.0%-22.8%0.067%
2/14/2025Stifel Financial Corp56,825$688K0.0%+3.0%0.185%
2/14/2025Dimensional Fund Advisors LP1,569,667$18.99M0.0%+14.1%5.116%
2/14/2025First Trust Advisors LP68,961$834K0.0%-10.1%0.225%
2/13/2025Marshall Wace LLP664,124$8.04M0.0%-30.2%2.165%
2/13/2025Walleye Capital LLC15,786$191K0.0%N/A0.051%
2/13/2025Mariner LLC27,975$338K0.0%N/A0.091%
2/13/2025Barclays PLC45,505$551K0.0%+10.6%0.148%
2/13/2025Raymond James Financial Inc.92,849$1.12M0.0%N/A0.303%
2/13/2025Martingale Asset Management L P39,145$474K0.0%N/A0.128%
2/13/2025Renaissance Technologies LLC345,399$4.18M0.0%-39.1%1.126%
2/13/2025Invesco Ltd.944,639$11.43M0.0%+24.0%3.079%
2/13/2025Russell Investments Group Ltd.20,430$247K0.0%-43.9%0.067%
2/13/2025Wells Fargo & Company MN13,419$162K0.0%+18.1%0.044%
2/12/2025Trexquant Investment LP146,569$1.77M0.0%+3.0%0.478%
2/12/2025Geode Capital Management LLC499,924$6.05M0.0%-0.4%1.629%
2/12/2025Franklin Resources Inc.41,121$498K0.0%+207.7%0.134%
2/12/2025D L Carlson Investment Group Inc.52,430$634K0.1%N/A0.171%
2/12/2025O Shaughnessy Asset Management LLC26,732$323K0.0%-49.5%0.087%
2/12/2025Brandywine Global Investment Management LLC12,400$150K0.0%+21.7%0.040%
2/12/2025Arrowstreet Capital Limited Partnership102,137$1.24M0.0%-27.3%0.333%
2/12/2025Pacific Ridge Capital Partners LLC813,557$9.84M2.3%+33.7%2.652%
Missed the Run So Far? This Is Your Second Chance (Ad)

According to history, the final stretch of the crypto cycle is here — and this short window is where fortunes are made. Inside The Crypto Code Workshop, two experts reveal how to get positioned early, lock in profits, and access their top altcoin picks before the crowd. All attendees receive $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
2/12/2025JPMorgan Chase & Co.10,473$127K0.0%-93.8%0.034%
2/12/2025WINTON GROUP Ltd46,519$563K0.0%+109.6%0.152%
2/11/2025Segall Bryant & Hamill LLC348,556$4.22M0.1%+176.9%1.136%
2/11/2025Prudential Financial Inc.93,975$1.14M0.0%+323.8%0.306%
2/11/2025Corebridge Financial Inc.11,366$138K0.0%-7.0%0.037%
2/11/2025Vanguard Group Inc.1,328,135$16.07M0.0%+0.7%4.329%
2/11/2025Heron Bay Capital Management12,925$156K0.0%-21.3%0.042%
2/11/2025American Century Companies Inc.589,899$7.14M0.0%+14.8%1.923%
2/10/2025Connor Clark & Lunn Investment Management Ltd.447,868$5.42M0.0%+15.3%1.460%
2/6/2025Raymond James Financial Inc.92,849$1.12M0.0%N/A0.303%
(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, 119 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were Dimensional Fund Advisors LP ($18.99M), Vanguard Group Inc. ($16.07M), Pacific Ridge Capital Partners LLC ($11.19M), Invesco Ltd. ($10.56M), American Century Companies Inc. ($9.76M), Acadian Asset Management LLC ($8.94M), and Driehaus Capital Management LLC ($8.93M).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 98 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 ($618.11K), Assenagon Asset Management S.A. ($413.76K), Essex Investment Management Co. LLC ($372.08K), Segall Bryant & Hamill LLC ($348.56K), American Century Companies Inc. ($330.77K), and EAM Investors LLC ($294.57K).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 5,280,490 shares in the last 24 months. This purchase volume represents approximately $62.76M in transactions.

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

Of the 41 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: Driehaus Capital Management LLC ($356.40K), Marshall Wace LLP ($304.62K), Renaissance Technologies LLC ($221.80K), Invesco Ltd. ($212.30K), 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 2,427,452 shares in the last 24 months. This volume of shares sold represents approximately $28.75M in transactions.


Related Companies

This page (NYSE:HRTG) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners
Utah’s New Oil Find
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
AI Meltdown Imminent: Dump These Stocks Now!
If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new inv...
Paradigm Press | Sponsored
Hedge fund legend humiliates Bitcoin traders
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
FREE BUY ALERT: These 3 tiny AI stocks could surge
We're living in unprecedented times. Most people think it's too late to get into AI right now … That the...
Weiss Ratings | Sponsored