Latest Institutional Transactions on Heritage Insurance Holdings, Inc. (HRTG)
This table provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.75K+ 15.91% |
$33.3K - $49.7K
|
12.8K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.04K+ 5.14% |
$38.9K - $58K
|
41.8K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
211+ 67.2% |
$4.01K - $5.99K
|
525
$16.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
87+ 56.49% |
$1.65K - $2.47K
|
241
$7.55K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
400New |
$7.61K - $11.4K
|
400
$12.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11KNew |
$209K - $312K
|
11K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
37.7KNew |
$718K - $1.07M
|
37.7K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.15K- 0.98% |
$40.8K - $60.9K
|
218K
$6.82M
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1+ 0.06% |
$19 - $28.4
|
1.66K
$51.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.28K+ 38.37% |
$176K - $263K
|
33.5K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-9.25K- 31.74% |
$176K - $263K
|
19.9K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.88KNew |
$169K - $252K
|
8.88K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-59.9K- 84.62% |
$1.14M - $1.7M
|
10.9K
$341K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-36.9K- 77.87% |
$701K - $1.05M
|
10.5K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-22.6K- 3.48% |
$429K - $641K
|
626K
$19.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.9K- 3.43% |
$36.1K - $54K
|
53.5K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-749- 3.91% |
$14.2K - $21.3K
|
18.4K
$577K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
308K+ 80.38% |
$5.86M - $8.76M
|
692K
$21.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46.2K+ 131.76% |
$879K - $1.31M
|
81.3K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
29.4K+ 20.48% |
$558K - $834K
|
173K
$5.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.56KNew |
$48.7K - $72.7K
|
2.56K
$80.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
462New |
$8.79K - $13.1K
|
462
$14.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-86.1K- 68.45% |
$1.64M - $2.45M
|
39.7K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
147K+ 1819.75% |
$2.8M - $4.19M
|
156K
$4.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.7K+ 51.99% |
$223K - $333K
|
34.3K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
12.2K+ 9.32% |
$232K - $347K
|
143K
$4.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
47.1K+ 19.41% |
$896K - $1.34M
|
290K
$9.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 196.27% |
$1.91M - $2.86M
|
152K
$4.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
9.21K+ 20.45% |
$175K - $261K
|
54.2K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
4.5K+ 54.88% |
$85.6K - $128K
|
12.7K
$398K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.12K+ 34.74% |
$135K - $202K
|
27.6K
$865K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
82.2K+ 8.72% |
$1.56M - $2.33M
|
1.02M
$32.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-360K- 87.45% |
$6.86M - $10.2M
|
51.7K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-283K- 53.85% |
$5.39M - $8.05M
|
243K
$7.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-101K- 26.99% |
$1.91M - $2.86M
|
272K
$8.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-20.3K- 66.82% |
$386K - $576K
|
10.1K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.16K+ 14.79% |
$41.1K - $61.4K
|
16.8K
$525K
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-69.2K- 13.15% |
$1.32M - $1.97M
|
457K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
113K+ 21.84% |
$2.15M - $3.21M
|
631K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.47K- 3.32% |
$47K - $70.2K
|
72.1K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
15.7KNew |
$298K - $446K
|
15.7K
$491K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
796New |
$15.1K - $22.6K
|
796
$24.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.32K+ 23.33% |
$44.1K - $65.9K
|
12.3K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
217+ 0.84% |
$4.13K - $6.16K
|
26.1K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
481New |
$9.15K - $13.7K
|
481
$15.1K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
91.8K+ 11.53% |
$1.75M - $2.61M
|
888K
$27.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
550+ 275.0% |
$10.5K - $15.6K
|
750
$23.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
38.1KNew |
$725K - $1.08M
|
38.1K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
27.8KNew |
$528K - $789K
|
27.8K
$869K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 12.56% |
$533 - $795
|
195
$6.11K
|
|