Institutional Ownership Heritage Insurance Holdings, Inc. (HRTG)
This table provides information about the institutional ownership of Heritage Insurance Holdings, Inc. (HRTG). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
55,938
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
54,225
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 20.45%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
53,500
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
51,710
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 87.45%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
49,921
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 31.67%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
49,500
shares
|
$1.55 Million
0.8% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
47,500
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.87%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
46,578
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
45,574
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 26.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
45,358
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 68.39%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
42,561
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2025
Added 46.23%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
42,362
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 93.77%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
41,791
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
40,782
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
40,543
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
39,885
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 248.43%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
39,695
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.45%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
39,060
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
38,294
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
38,109
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
37,745
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
37,243
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Reduced 62.83%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
35,700
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
35,149
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
34,300
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 51.99%
|
|