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 192 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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
14,186
shares
|
$444,163
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
13,281
shares
|
$415,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
13,232
shares
|
$414,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
13,224
shares
|
$414,043
0.04% of portfolio
|
Q3 2025
Reduced 51.97%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
13,098
shares
|
$410,098
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Dec 01, 2025 Q3 2025 |
12,750
shares
|
$399,202
0.0% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
12,257
shares
|
$383,766
0.0% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,147
shares
|
$380,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
11,928
shares
|
$373,465
0.0% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,993
shares
|
$344,190
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
10,892
shares
|
$341,028
0.0% of portfolio
|
Q3 2025
Reduced 84.62%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
10,626
shares
|
$332,700
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,473
shares
|
$327,909
0.0% of portfolio
|
Q3 2025
Reduced 77.87%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
10,394
shares
|
$325,436
0.0% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,234
shares
|
$320,426
0.01% of portfolio
|
Q3 2025
Added 23.32%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,067
shares
|
$315,197
0.01% of portfolio
|
Q3 2025
Reduced 66.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,992
shares
|
$312,849
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,744
shares
|
$305,084
0.0% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
9,086
shares
|
$284,482
0.0% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
8,995
shares
|
$281,633
0.0% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,884
shares
|
$278,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
8,757
shares
|
$274,181
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
7,272
shares
|
$227,686
0.01% of portfolio
|
Q3 2025
Added 123.14%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
6,600
shares
|
$206,646
0.0% of portfolio
|
Q2 2025
Added 127.59%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
6,511
shares
|
$203,859
0.0% of portfolio
|
Q3 2025
Added 13.25%
|
|