Latest Institutional Purchases of Heritage Insurance Holdings, Inc. (HRTG)

HRTG Quotes by TradingView

This list provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2025 Q3 2025
Toroso Investments, LLC

Massapequa, NY
BUY
 -
93
+ 0.66%
$1.77K - $2.64K
14.2K $444K
Nov 07, 2025 Q3 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
91
+ 910.0%
$1.73K - $2.58K
101 $3.16K
Nov 14, 2025 Q3 2025
Larson Financial Group LLC

BUY
 -
87
+ 56.49%
$1.65K - $2.47K
241 $7.55K
Nov 19, 2025 Q3 2025
Caitong International Asset Management Co., LTD

Hong Kong, K3
BUY
 -
75
New
$1.43K - $2.13K
75 $2.35K
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
61
+ 107.02%
$1.16K - $1.73K
118 $3.69K
Oct 22, 2025 Q3 2025
Massmutual Trust CO Fsb

BUY
 -
22
New
$418 - $625
22 $689
Nov 19, 2025 Q3 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
17
New
$323 - $483
17 $532
Oct 21, 2025 Q3 2025
True Wealth Design, LLC

Akron, OH
BUY
 -
6
+ 4.51%
$114 - $170
139 $4.35K
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 06, 2025 Q3 2025
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
0
New
$0 - $0
0 $0
Q2 2025
Aug 13, 2025 Q2 2025
Exodus Point Capital Management, LP

New York, NY
BUY
 -
30.6K
New
$437K - $796K
30.6K $958K
Aug 13, 2025 Q2 2025
Scotia Capital Inc.

BUY
 -
26.7K
New
$382K - $696K
26.7K $837K
Aug 14, 2025 Q2 2025
Engineers Gate Manager LP

New York, NY
BUY
 -
21.6K
New
$309K - $563K
21.6K $677K
Aug 13, 2025 Q2 2025
Walleye Capital LLC

Plymouth, MN
BUY
 -
18.9K
New
$270K - $491K
18.9K $591K
Aug 04, 2025 Q2 2025
Strs Ohio

BUY
 -
13.9K
+ 157.95%
$199K - $362K
22.7K $711K
Aug 14, 2025 Q2 2025
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
13.3K
+ 3274.88%
$190K - $346K
13.7K $429K
Aug 13, 2025 Q2 2025
Jeremy Grantham Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
BUY
 -
13.3K
New
$190K - $346K
13.3K $416K
Aug 12, 2025 Q2 2025
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
11.5K
New
$164K - $298K
11.5K $359K
Jul 28, 2025 Q2 2025
Moran Wealth Management, LLC

Naples, FL
BUY
 -
10.3K
New
$147K - $269K
10.3K $323K
Jul 14, 2025 Q2 2025
Harbor Group, Inc.

BUY
 -
9.52K
New
$136K - $248K
9.52K $298K
Aug 14, 2025 Q2 2025
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
8.21K
New
$117K - $213K
8.21K $257K
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 14, 2025 Q2 2025
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
3.8K
New
$54.3K - $98.9K
3.8K $119K
Oct 08, 2025 Q2 2025
New York State Common Retirement Fund

BUY
 -
3.7K
+ 127.59%
$52.9K - $96.3K
6.6K $207K
Aug 14, 2025 Q2 2025
Point72 (Difc) LTD

Dubai, C0
BUY
 -
1.42K
New
$20.2K - $36.9K
1.42K $44.4K
Jul 31, 2025 Q2 2025
Nisa Investment Advisors, LLC

BUY
 -
1.06K
+ 2413.64%
$15.2K - $27.6K
1.11K $34.6K
Aug 07, 2025 Q2 2025
Meeder Asset Management Inc

BUY
 -
994
New
$14.2K - $25.9K
994 $31.1K
Aug 12, 2025 Q2 2025
Clear Street Markets LLC

BUY
 -
689
New
$9.85K - $17.9K
689 $21.6K
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
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
380
New
$5.43K - $9.89K
380 $11.9K
Aug 13, 2025 Q2 2025
Jones Financial Companies Lllp

BUY
 -
150
New
$2.14K - $3.9K
150 $4.7K
Jul 11, 2025 Q2 2025
Uma Financial Services, Inc.

BUY
 -
76
New
$1.09K - $1.98K
76 $2.38K
Jul 08, 2025 Q2 2025
Rise Advisors, LLC

BUY
 -
70
New
$1K - $1.82K
70 $2.19K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
50
+ 12.5%
$715 - $1.3K
450 $14.1K
Jul 31, 2025 Q2 2025
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
28
New
$400 - $729
28 $877
Jul 14, 2025 Q2 2025
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
20
New
$286 - $520
20 $626
Jul 30, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
19
New
$272 - $494
19 $595
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 07, 2025 Q1 2025
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
77.5K
+ 307.35%
$843K - $1.14M
103K $3.21M
May 13, 2025 Q1 2025
Heron Bay Capital Management

BUY
 -
6.25K
+ 48.36%
$68K - $92.2K
19.2K $600K
May 20, 2025 Q1 2025
Flaharty Asset Management, LLC

BUY
 -
1.31K
New
$14.2K - $19.2K
1.31K $40.9K
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
941
+ 156.57%
$10.2K - $13.9K
1.54K $48.3K
May 14, 2025 Q1 2025
Wealth Collab, LLC

Bellevue, WA
BUY
 -
83
New
$903 - $1.22K
83 $2.6K
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

BUY
 -
50
New
$544 - $738
50 $1.57K
May 09, 2025 Q1 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
18
+ 85.71%
$196 - $266
39 $1.22K
Q4 2024
Feb 12, 2025 Q4 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
52.4K
New
$475K - $665K
52.4K $1.64M
Jan 21, 2025 Q4 2024
Exchange Traded Concepts, LLC

BUY
 -
24.5K
New
$222K - $310K
24.5K $766K
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
10K
New
$90.8K - $127K
10K $314K
Jan 22, 2025 Q4 2024
R Squared LTD

Central, K3
BUY
 -
1.73K
New
$15.7K - $21.9K
1.73K $54.2K

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