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Heritage Insurance (HRTG) Institutional Ownership

$9.65
-0.10 (-1.03%)
(As of 11:58 AM ET)
Compare
Today's Range
$8.77
▼
$9.69
50-Day Range
$5.00
▼
$9.75
52-Week Range
$1.47
▼
$9.79
Volume
459,839 shs
Average Volume
208,969 shs
Market Capitalization
$376.54 million
P/E Ratio
9.19
Dividend Yield
N/A
Price Target
$7.33
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
31.51%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$14.99 M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.08 M
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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
11/15/2023Ameriprise Financial Inc.206,927$1.34M0.0%N/A0.810%
11/14/2023Quadrature Capital Ltd16,718$0.11M0.0%N/A0.065%
11/14/2023Lazard Asset Management LLC5,148$33K0.0%N/A0.020%
11/14/2023Qube Research & Technologies Ltd6,683$43K0.0%N/A0.026%
11/14/2023O Shaughnessy Asset Management LLC26,555$0.17M0.0%N/A0.104%
11/13/2023Connor Clark & Lunn Investment Management Ltd.93,791$0.61M0.0%+20.2%0.367%
11/13/2023EAM Investors LLC294,574$1.91M0.4%N/A1.152%
11/13/2023Stifel Financial Corp74,085$0.48M0.0%-8.5%0.290%
11/13/2023Mariner LLC11,625$75K0.0%N/A0.045%
11/13/2023Acadian Asset Management LLC376,832$2.44M0.0%+110.3%1.474%
11/13/2023Pacific Ridge Capital Partners LLC984,546$6.39M1.5%-2.5%3.852%
11/9/2023Essex Investment Management Co. LLC334,495$2.17M0.4%N/A1.309%
11/7/2023Barclays PLC58,944$0.38M0.0%+68.3%0.231%
11/7/2023Jump Financial LLC48,188$0.31M0.0%+137.4%0.189%
11/6/2023Assenagon Asset Management S.A.107,738$0.70M0.0%+101.5%0.422%
11/6/2023Victory Capital Management Inc.92,000$0.60M0.0%-13.6%0.360%
10/13/2023Ritholtz Wealth Management10,271$67K0.0%N/A0.040%
10/12/2023Legato Capital Management LLC124,825$0.81M0.1%N/A0.488%
9/21/2023Barclays PLC35,018$0.14M0.0%-27.7%0.137%
8/15/2023XTX Topco Ltd12,574$48K0.0%N/A0.049%
8/15/2023Belpointe Asset Management LLC10,129$39K0.0%-69.6%0.040%
8/15/2023Fortis Capital Advisors LLC10,129$39K0.0%-69.6%0.040%
8/15/2023Royal Bank of Canada10,594$41K0.0%+896.6%0.041%
8/15/2023Stifel Financial Corp80,930$0.31M0.0%-4.2%0.317%
8/14/2023Tudor Investment Corp Et Al53,766$0.21M0.0%-4.1%0.210%
8/14/2023Marshall Wace LLP76,245$0.29M0.0%+56.9%0.298%
8/14/2023State of Wisconsin Investment Board26,800$0.10M0.0%-43.1%0.105%
8/14/2023Eqis Capital Management Inc.12,462$48K0.0%N/A0.049%
8/11/2023Renaissance Technologies LLC336,129$1.29M0.0%-7.0%1.270%
8/11/2023BlackRock Inc.986,722$3.80M0.0%-7.8%3.728%
8/11/2023Brandywine Global Investment Management LLC10,190$39K0.0%N/A0.038%
8/11/2023Geode Capital Management LLC198,181$0.76M0.0%-11.5%0.749%
8/9/2023Dimensional Fund Advisors LP781,877$3.01M0.0%+14.4%2.954%
8/7/2023Acadian Asset Management LLC179,176$0.69M0.0%+312.5%0.677%
8/3/2023Barclays PLC35,018$0.14M0.0%-27.7%0.132%
8/3/2023Dynamic Advisor Solutions LLC10,800$42K0.0%N/A0.041%
7/27/2023Victory Capital Management Inc.106,500$0.41M0.0%+23.8%0.402%
7/27/2023EA Series Trust40,782$0.16M0.0%N/A0.154%
7/25/2023Assenagon Asset Management S.A.53,466$0.21M0.0%+65.3%0.202%
5/16/2023Jane Street Group LLC37,782$0.12M0.0%N/A0.143%
5/16/2023Spotlight Asset Group Inc.595,517$0.85M0.8%N/A2.250%
5/15/2023Cubist Systematic Strategies LLC11,899$37K0.0%N/A0.045%
5/15/2023Two Sigma Advisers LP197,400$0.61M0.0%-28.8%0.746%
5/15/2023Two Sigma Investments LP202,559$0.62M0.0%-19.5%0.765%
5/12/2023Renaissance Technologies LLC361,399$1.11M0.0%+1.9%1.414%
5/12/2023BlackRock Inc.1,069,772$3.30M0.0%-6.8%4.186%
5/12/2023Prudential Financial Inc.12,550$39K0.0%N/A0.049%
5/12/2023HRT Financial LP13,069$40K0.0%N/A0.051%
5/12/2023Independent Advisor Alliance12,270$38K0.0%N/A0.048%
5/12/2023Dimensional Fund Advisors LP683,380$2.11M0.0%-18.8%2.674%
5/12/2023Charles Schwab Investment Management Inc.10,125$31K0.0%N/A0.040%
5/11/2023Acadian Asset Management LLC43,434$0.13M0.0%N/A0.170%
5/11/2023Fortis Capital Management LLC27,000$83K0.0%N/A0.106%
5/10/2023Connor Clark & Lunn Investment Management Ltd.12,574$39K0.0%N/A0.049%
5/9/2023Tower Research Capital LLC TRC 13,799$43K0.0%+151.6%0.054%
5/4/2023Instrumental Wealth LLC27,791$94K0.1%N/A0.109%
5/2/2023LSV Asset Management45,100$0.14M0.0%-14.9%0.176%
5/2/2023Victory Capital Management Inc.86,000$0.27M0.0%-30.1%0.336%
4/18/2023Assenagon Asset Management S.A.32,351$100K0.0%N/A0.127%
4/6/2023Farmers Trust Co.11,150$34K0.0%N/A0.044%
2/15/2023State of Wisconsin Investment Board68,000$0.12M0.0%-23.8%0.263%
2/15/2023Millennium Management LLC469,843$0.85M0.0%+111.4%1.816%
2/15/2023Fortis Capital Advisors LLC33,284$60K0.0%N/A0.129%
2/14/2023Two Sigma Investments LP251,669$0.45M0.0%+64.6%0.972%
2/14/2023Pacific Ridge Capital Partners LLC874,636$1.57M0.4%+13.9%3.380%
2/13/2023Renaissance Technologies LLC354,599$0.64M0.0%+48.4%1.370%
2/13/2023GSA Capital Partners LLP215,371$0.39M0.0%+56.8%0.832%
2/10/2023Victory Capital Management Inc.123,000$0.22M0.0%-8.2%0.475%
2/10/2023Avantax Planning Partners Inc.50,383$91K0.0%-50.0%0.195%
2/9/2023Victory Capital Management Inc.123,000$0.22M0.0%-8.2%0.475%
2/9/2023Dimensional Fund Advisors LP841,892$1.52M0.0%-16.4%3.253%
2/8/2023Belpointe Asset Management LLC33,284$60K0.0%-26.3%0.129%
2/8/2023LSV Asset Management53,000$95K0.0%-57.2%0.205%
1/30/2023International Assets Investment Management LLC396,600$0.71M0.1%N/A1.532%
12/8/2022Bank of New York Mellon Corp75,588$0.17M0.0%+34.6%0.292%
11/21/2022FourThought Financial LLC32,777$74K0.0%+1,538.9%0.127%
11/18/2022Spotlight Asset Group Inc.595,517$0.85M0.8%N/A2.301%
11/15/2022Two Sigma Advisers LP221,200$0.50M0.0%-19.2%0.855%
11/15/2022Two Sigma Investments LP152,877$0.35M0.0%-15.0%0.591%
11/15/2022Vanguard Group Inc.1,126,944$2.55M0.0%-2.6%4.355%
11/15/2022Marshall Wace LLP158,559$0.36M0.0%-31.8%0.613%
11/15/2022Engineers Gate Manager LP27,289$62K0.0%-49.5%0.105%
11/15/2022Bank of New York Mellon Corp75,588$0.17M0.0%+34.6%0.292%
11/14/2022Royal Bank of Canada16,513$37K0.0%-37.6%0.064%
11/14/2022Cubist Systematic Strategies LLC10,897$25K0.0%N/A0.042%
11/14/2022Renaissance Technologies LLC238,899$0.54M0.0%-8.7%0.923%
11/14/2022Ergoteles LLC20,141$46K0.0%-83.9%0.078%
11/10/2022Pacific Ridge Capital Partners LLC767,811$1.74M0.4%-2.3%2.890%
11/10/2022Rutabaga Capital Management LLC MA1,257,983$2.84M2.5%N/A4.735%
11/10/2022Dimensional Fund Advisors LP1,006,609$2.28M0.0%-19.6%3.789%
11/10/2022Keeley Teton Advisors LLC107,326$0.24M0.0%-8.2%0.415%
11/8/2022Herold Advisors Inc.23,000$51K0.0%+64.3%0.087%
11/7/2022LSV Asset Management123,946$0.28M0.0%-73.1%0.467%
11/4/2022Russell Investments Group Ltd.36,300$82K0.0%-14.8%0.137%
11/2/2022Victory Capital Management Inc.134,000$0.30M0.0%-9.2%0.504%
10/14/2022Unison Advisors LLC33,365$76K0.0%+34.2%0.126%
8/18/2022Goldman Sachs Group Inc.225,575$0.60M0.0%+77.3%0.849%
8/16/2022Corton Capital Inc.12,992$34K0.0%N/A0.049%
8/16/2022Delphia USA Inc.14,189$37K0.0%N/A0.053%
8/15/2022AQR Capital Management LLC127,969$0.34M0.0%-7.5%0.482%
(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, 90 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were Pacific Ridge Capital Partners LLC ($6.39M), Acuitas Investments LLC ($5.93M), BlackRock Inc. ($3.80M), Dimensional Fund Advisors LP ($3.01M), Rutabaga Capital Management LLC MA ($2.84M), Boston Partners ($2.69M), and Vanguard Group Inc. ($2.55M).Learn more on HRTG's institutional investors.

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

31.51% of Heritage Insurance stock is owned by institutional investors. Learn more on HRTG's institutional investor holdings.

Which institutional investors have been buying Heritage Insurance stock?

Of the 64 institutional investors that purchased Heritage Insurance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rutabaga Capital Management LLC MA ($1.26M), Spotlight Asset Group Inc. ($1.19M), Acuitas Investments LLC ($0.53M), Millennium Management LLC ($0.40M), International Assets Investment Management LLC ($0.40M), Acadian Asset Management LLC ($0.38M), and Essex Investment Management Co. LLC ($0.33M).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 7,156,192 shares in the last 24 months. This purchase volume represents approximately $28.13M in transactions.

Which Heritage Insurance major shareholders have been selling company stock?

Of the 40 institutional investors that sold Heritage Insurance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BNP Paribas Arbitrage SA ($1.50M), Dimensional Fund Advisors LP ($0.64M), LSV Asset Management ($0.44M), State Street Corp ($0.38M), Royce & Associates LP ($0.30M), Renaissance Technologies LLC ($0.28M), and Vanguard Group Inc. ($0.26M).

How much institutional selling is happening at Heritage Insurance?

Institutional investors have sold a total of 5,912,857 shares in the last 24 months. This volume of shares sold represents approximately $27.93M in transactions.


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This page (NYSE:HRTG) was last updated on 11/28/2023 by MarketBeat.com Staff

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