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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
146New |
$2.78K - $4.15K
|
146
$4.57K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.02KNew |
$19.4K - $29K
|
1.02K
$31.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.81K+ 40.36% |
$111K - $165K
|
20.2K
$633K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 107.02% |
$1.16K - $1.73K
|
118
$3.69K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.5K+ 254.73% |
$47.6K - $71.1K
|
3.49K
$109K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.93K- 16.85% |
$55.7K - $83.2K
|
14.5K
$452K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.64KNew |
$50.2K - $75K
|
2.64K
$82.7K
|
|
| Q2 2025 | |||||||
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
54.6KNew |
$780K - $1.42M
|
54.6K
$1.71M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-220- 1.5% |
$3.14K - $5.72K
|
14.4K
$452K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
3.7K+ 127.59% |
$52.9K - $96.3K
|
6.6K
$207K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-343- 2.77% |
$4.9K - $8.92K
|
12K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-17.4K- 58.12% |
$249K - $453K
|
12.5K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-6.76K- 32.67% |
$96.7K - $176K
|
13.9K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
21.6KNew |
$309K - $563K
|
21.6K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.21KNew |
$117K - $213K
|
8.21K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
74.4KNew |
$1.06M - $1.94M
|
74.4K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-41.9K- 59.24% |
$599K - $1.09M
|
28.8K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.3K+ 3274.88% |
$190K - $346K
|
13.7K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.8KNew |
$54.3K - $98.9K
|
3.8K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50+ 12.5% |
$715 - $1.3K
|
450
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.42KNew |
$20.2K - $36.9K
|
1.42K
$44.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
13.3KNew |
$190K - $346K
|
13.3K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
26.7KNew |
$382K - $696K
|
26.7K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
150New |
$2.14K - $3.9K
|
150
$4.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
30.6KNew |
$437K - $796K
|
30.6K
$958K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.9KNew |
$270K - $491K
|
18.9K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 69.23% |
$129 - $234
|
4
$125
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
689New |
$9.85K - $17.9K
|
689
$21.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$164K - $298K
|
11.5K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
439+ 22.36% |
$6.27K - $11.4K
|
2.4K
$75.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-7.1K- 39.13% |
$101K - $185K
|
11K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.5K- 28.51% |
$64.3K - $117K
|
11.3K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
380New |
$5.43K - $9.89K
|
380
$11.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
994New |
$14.2K - $25.9K
|
994
$31.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.54K+ 40.13% |
$93.4K - $170K
|
22.8K
$715K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
13.9K+ 157.95% |
$199K - $362K
|
22.7K
$711K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28New |
$400 - $729
|
28
$877
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 2413.64% |
$15.2K - $27.6K
|
1.11K
$34.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19New |
$272 - $494
|
19
$595
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10.3KNew |
$147K - $269K
|
10.3K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.7K- 17.09% |
$24.3K - $44.2K
|
8.24K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.6K- 15.8% |
$94.2K - $172K
|
35.1K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
9.52KNew |
$136K - $248K
|
9.52K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20New |
$286 - $520
|
20
$626
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
76New |
$1.09K - $1.98K
|
76
$2.38K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
70New |
$1K - $1.82K
|
70
$2.19K
|
|