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 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.67K- 9.2% |
$108K - $161K
|
55.9K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
2.63K+ 4.58% |
$50.1K - $74.8K
|
60.1K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-340- 1.82% |
$6.47K - $9.66K
|
18.4K
$576K
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 5.57% |
$196K - $292K
|
175K
$5.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-158K- 11.12% |
$3M - $4.48M
|
1.26M
$39.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.4K- 66.73% |
$749K - $1.12M
|
19.6K
$615K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-700- 2.12% |
$13.3K - $19.9K
|
32.3K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
762+ 13.25% |
$14.5K - $21.6K
|
6.51K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 248.43% |
$541K - $808K
|
39.9K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
137K+ 205.76% |
$2.61M - $3.9M
|
204K
$6.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
120+ 31.25% |
$2.28K - $3.41K
|
504
$15.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-325- 14.51% |
$6.18K - $9.23K
|
1.92K
$60K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-65- 7.03% |
$1.24K - $1.85K
|
859
$26.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
184New |
$3.5K - $5.23K
|
184
$5.76K
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-62.9K- 62.83% |
$1.2M - $1.79M
|
37.2K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
98.2K+ 27.24% |
$1.87M - $2.79M
|
459K
$14.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.08K- 10.75% |
$20.6K - $30.8K
|
9K
$282K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.4K+ 446.9% |
$1.02M - $1.52M
|
65.4K
$2.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
132K+ 8.73% |
$2.52M - $3.76M
|
1.65M
$51.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.5K+ 4.57% |
$28.5K - $42.5K
|
34.3K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
91+ 910.0% |
$1.73K - $2.58K
|
101
$3.16K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
13.5K+ 46.23% |
$256K - $382K
|
42.6K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
14.4KNew |
$274K - $410K
|
14.4K
$451K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-110- 0.33% |
$2.09K - $3.12K
|
33K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2KNew |
$252K - $376K
|
13.2K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
43.1K+ 201.68% |
$820K - $1.22M
|
64.5K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-14.3K- 51.97% |
$272K - $406K
|
13.2K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
270+ 529.41% |
$5.14K - $7.67K
|
321
$10.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
94+ 0.89% |
$1.79K - $2.67K
|
10.6K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.94K- 4.81% |
$36.8K - $55K
|
38.3K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-93- 12.09% |
$1.77K - $2.64K
|
676
$21.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
64.3K+ 514.38% |
$1.22M - $1.83M
|
76.8K
$2.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.01K+ 123.14% |
$76.3K - $114K
|
7.27K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
32.3K+ 116.11% |
$614K - $916K
|
60.1K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
39.1KNew |
$743K - $1.11M
|
39.1K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.51K- 48.23% |
$28.7K - $42.9K
|
1.62K
$50.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-6.1K- 24.62% |
$116K - $173K
|
18.7K
$585K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
7K+ 24.39% |
$133K - $199K
|
35.7K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.99KNew |
$190K - $284K
|
9.99K
$313K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
125New |
$2.38K - $3.55K
|
125
$3.91K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.4K+ 10.7% |
$236K - $352K
|
128K
$4.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-435- 4.27% |
$8.27K - $12.4K
|
9.74K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.45KNew |
$27.6K - $41.3K
|
1.45K
$45.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.8K+ 264.48% |
$377K - $562K
|
27.3K
$854K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22New |
$418 - $625
|
22
$689
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
96+ 53.33% |
$1.83K - $2.73K
|
276
$8.64K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 4.51% |
$114 - $170
|
139
$4.35K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.85K- 3.14% |
$35.2K - $52.6K
|
57K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.76KNew |
$167K - $249K
|
8.76K
$274K
|
|