Purchases and Sales Made in Q3 2025 in Heritage Insurance Holdings, Inc. (HRTG)
This table provides information about the institutional ownership of Heritage Insurance Holdings, Inc. (HRTG) during Q3 2025. The information is specifically focused on institutions that hold shares of Heritage Insurance Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
319K+ 223.94% |
$6.08M - $9.07M
|
462K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
308K+ 80.38% |
$5.86M - $8.76M
|
692K
$21.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
137K+ 205.76% |
$2.61M - $3.9M
|
204K
$6.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
132K+ 8.73% |
$2.52M - $3.76M
|
1.65M
$51.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
115K+ 1118.74% |
$2.18M - $3.26M
|
125K
$3.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
113K+ 21.84% |
$2.15M - $3.21M
|
631K
$19.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 196.27% |
$1.91M - $2.86M
|
152K
$4.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
98.2K+ 27.24% |
$1.87M - $2.79M
|
459K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
91.8K+ 11.53% |
$1.75M - $2.61M
|
888K
$27.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
82.2K+ 8.72% |
$1.56M - $2.33M
|
1.02M
$32.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
64.3K+ 514.38% |
$1.22M - $1.83M
|
76.8K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.4K+ 74.27% |
$1.19M - $1.77M
|
146K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
58KNew |
$1.1M - $1.65M
|
58K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
53.7K+ 54.42% |
$1.02M - $1.53M
|
152K
$4.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.4K+ 446.9% |
$1.02M - $1.52M
|
65.4K
$2.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
47.1K+ 19.41% |
$896K - $1.34M
|
290K
$9.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
46.6KNew |
$886K - $1.32M
|
46.6K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46.2K+ 131.76% |
$879K - $1.31M
|
81.3K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.2K+ 54.96% |
$841K - $1.26M
|
125K
$3.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
43.1K+ 201.68% |
$820K - $1.22M
|
64.5K
$2.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
39.1KNew |
$743K - $1.11M
|
39.1K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
38.1KNew |
$725K - $1.08M
|
38.1K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
37.7KNew |
$718K - $1.07M
|
37.7K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
32.3K+ 116.11% |
$614K - $916K
|
60.1K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
29.4K+ 20.48% |
$558K - $834K
|
173K
$5.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 248.43% |
$541K - $808K
|
39.9K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
27.8KNew |
$528K - $789K
|
27.8K
$869K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.3KNew |
$461K - $689K
|
24.3K
$760K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.1K+ 9.12% |
$401K - $599K
|
252K
$7.9M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
20.5K+ 93.77% |
$390K - $582K
|
42.4K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.8K+ 264.48% |
$377K - $562K
|
27.3K
$854K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.4K+ 68.39% |
$350K - $523K
|
45.4K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 4.96% |
$326K - $487K
|
363K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
15.7KNew |
$298K - $446K
|
15.7K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.5K+ 3.76% |
$276K - $412K
|
400K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
14.4KNew |
$274K - $410K
|
14.4K
$451K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
13.5K+ 46.23% |
$256K - $382K
|
42.6K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2KNew |
$252K - $376K
|
13.2K
$414K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.4K+ 10.7% |
$236K - $352K
|
128K
$4.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
12.2K+ 9.32% |
$232K - $347K
|
143K
$4.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 31.67% |
$228K - $341K
|
49.9K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.7K+ 51.99% |
$223K - $333K
|
34.3K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11KNew |
$209K - $312K
|
11K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.7K+ 5.97% |
$203K - $303K
|
190K
$5.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.99KNew |
$190K - $284K
|
9.99K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.56K+ 26.56% |
$182K - $272K
|
45.6K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.28K+ 38.37% |
$176K - $263K
|
33.5K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
9.21K+ 20.45% |
$175K - $261K
|
54.2K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.88KNew |
$169K - $252K
|
8.88K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.76KNew |
$167K - $249K
|
8.76K
$274K
|
|