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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,823
shares
|
$182,318
0.0% of portfolio
|
Q3 2025
Added 864.07%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
3,487
shares
|
$109,177
0.02% of portfolio
|
Q3 2025
Added 254.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,870
shares
|
$89,859
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
2,641
shares
|
$82,689
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
2,559
shares
|
$80,122
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
2,402
shares
|
$75,206
0.0% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,915
shares
|
$59,958
0.0% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
1,657
shares
|
$51,880
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,622
shares
|
$50,784
0.02% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,542
shares
|
$48,280
0.0% of portfolio
|
Q1 2025
Added 156.57%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
1,453
shares
|
$45,493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,106
shares
|
$34,628
0.0% of portfolio
|
Q2 2025
Added 2413.64%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,062
shares
|
$33,251
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,020
shares
|
$31,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
990
shares
|
$30,996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
859
shares
|
$26,895
0.0% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
796
shares
|
$24,922
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
791
shares
|
$24,766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
750
shares
|
$23,482
0.0% of portfolio
|
Q3 2025
Added 275.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
685
shares
|
$21,447
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
677
shares
|
$21,196
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
676
shares
|
$21,165
0.0% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
551
shares
|
$17,251
0.0% of portfolio
|
Q3 2025
Added 571.95%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
525
shares
|
$16,437
0.0% of portfolio
|
Q3 2025
Added 67.2%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
523
shares
|
$16,375
0.0% of portfolio
|
Q3 2025
Added 23.06%
|
|