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 194 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 $590 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,870
shares
|
$89,859
0.0% of portfolio
|
Q1 2024
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 |
Jan 20, 2026 Q4 2025 |
1,612
shares
|
$50,471
0.0% of portfolio
|
Q4 2025
Added 4.54%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 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%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
662
shares
|
$20,727
0.0% of portfolio
|
Q4 2025
Reduced 40.14%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
636
shares
|
$19,913
0.0% of portfolio
|
Q4 2025
Reduced 81.76%
|
|
|
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%
|
|