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Heritage Insurance (HRTG) Institutional Ownership

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+0.18 (+2.26%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Heritage Insurance (NYSE:HRTG)

Current
Institutional Ownership
Percentage
59.03%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$11.56M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.19M
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HRTG Institutional Buying and Selling by Quarter

Heritage Insurance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Essex Investment Management Co. LLC212,434$2.26M0.4%-42.9%0.693%
4/24/2024 Assenagon Asset Management S.A.314,856$3.35M0.0%+265.3%1.042%
3/25/2024Quadrature Capital Ltd13,479$88K0.0%-19.4%0.045%
2/13/2024Tower Research Capital LLC TRC6,195$40K0.0%N/A0.016%
2/12/2024Pacific Ridge Capital Partners LLC905,855$5.91M1.2%-8.0%2.322%
2/9/2024Hillsdale Investment Management Inc.10,550$69K0.0%-66.8%0.027%
2/8/2024Essex Investment Management Co. LLC372,076$2.43M0.5%+11.2%0.954%
2/7/2024Jump Financial LLC11,224$73K0.0%-76.7%0.029%
2/6/2024LSV Asset Management39,800$259K0.0%-11.8%0.102%
2/5/2024Victory Capital Management Inc.104,000$678K0.0%+13.0%0.267%
1/25/2024Instrumental Wealth LLC13,291$83K0.1%-52.2%0.034%
1/18/2024 Ritholtz Wealth Management34,097$222K0.0%+232.0%0.087%
1/17/2024 Assenagon Asset Management S.A.86,201$562K0.0%-20.0%0.221%
1/16/2024 Legato Capital Management LLC149,980$978K0.1%+20.2%0.384%
11/14/2023Quadrature Capital Ltd16,718$109K0.0%N/A0.065%
11/14/2023O Shaughnessy Asset Management LLC26,555$172K0.0%N/A0.104%
11/13/2023Connor Clark & Lunn Investment Management Ltd.93,791$609K0.0%+20.2%0.367%
11/13/2023EAM Investors LLC294,574$1.91M0.4%N/A1.152%
11/13/2023Acadian Asset Management LLC376,832$2.44M0.0%+110.3%1.474%
11/13/2023Pacific Ridge Capital Partners LLC984,546$6.39M1.5%-2.5%3.852%
11/9/2023Essex Investment Management Co. LLC334,495$2.17M0.4%N/A1.309%
11/7/2023Barclays PLC58,944$383K0.0%+68.3%0.231%
11/7/2023Jump Financial LLC48,188$313K0.0%+137.4%0.189%
11/6/2023 Assenagon Asset Management S.A.107,738$699K0.0%+101.5%0.422%
11/6/2023Victory Capital Management Inc.92,000$597K0.0%-13.6%0.360%
10/13/2023 Ritholtz Wealth Management10,271$67K0.0%N/A0.040%
10/12/2023 Legato Capital Management LLC124,825$810K0.1%N/A0.488%
9/21/2023Barclays PLC35,018$135K0.0%-27.7%0.137%
8/14/2023Eqis Capital Management Inc.12,462$48K0.0%N/A0.049%
8/11/2023Brandywine Global Investment Management LLC10,190$39K0.0%N/A0.038%
8/7/2023Acadian Asset Management LLC179,176$688K0.0%+312.5%0.677%
8/3/2023 Dynamic Advisor Solutions LLC10,800$42K0.0%N/A0.041%
7/27/2023Victory Capital Management Inc.106,500$410K0.0%+23.8%0.402%
7/27/2023EA Series Trust40,782$157K0.0%N/A0.154%
7/25/2023 Assenagon Asset Management S.A.53,466$206K0.0%+65.3%0.202%
5/12/2023Independent Advisor Alliance12,270$38K0.0%N/A0.048%
5/11/2023 Fortis Capital Management LLC27,000$83K0.0%N/A0.106%
5/10/2023Connor Clark & Lunn Investment Management Ltd.12,574$39K0.0%N/A0.049%
5/4/2023Instrumental Wealth LLC27,791$94K0.1%N/A0.109%
5/2/2023LSV Asset Management45,100$139K0.0%-14.9%0.176%
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5/2/2023Victory Capital Management Inc.86,000$265K0.0%-30.1%0.336%
4/18/2023 Assenagon Asset Management S.A.32,351$100K0.0%N/A0.127%
4/6/2023 Farmers Trust Co.11,150$34K0.0%N/A0.044%
2/14/2023Pacific Ridge Capital Partners LLC874,636$1.57M0.4%+13.9%3.380%
2/13/2023GSA Capital Partners LLP215,371$388K0.0%+56.8%0.832%
2/10/2023Avantax Planning Partners Inc.50,383$91K0.0%-50.0%0.195%
2/8/2023Belpointe Asset Management LLC33,284$60K0.0%-26.3%0.129%
2/8/2023LSV Asset Management53,000$95K0.0%-57.2%0.205%
1/30/2023 International Assets Investment Management LLC396,600$714K0.1%N/A1.532%
11/21/2022FourThought Financial LLC32,777$74K0.0%+1,538.9%0.127%
11/18/2022Spotlight Asset Group Inc.595,517$852K0.8%N/A2.301%
11/14/2022Ergoteles LLC20,141$46K0.0%-83.9%0.078%
11/10/2022Pacific Ridge Capital Partners LLC767,811$1.74M0.4%-2.3%2.890%
11/10/2022Rutabaga Capital Management LLC MA1,257,983$2.84M2.5%N/A4.735%
11/10/2022Keeley Teton Advisors LLC107,326$243K0.0%-8.2%0.415%
11/8/2022Herold Advisors Inc.23,000$51K0.0%+64.3%0.087%
11/7/2022LSV Asset Management123,946$280K0.0%-73.1%0.467%
11/4/2022Russell Investments Group Ltd.36,300$82K0.0%-14.8%0.137%
11/2/2022Victory Capital Management Inc.134,000$303K0.0%-9.2%0.504%
10/14/2022 Unison Advisors LLC33,365$76K0.0%+34.2%0.126%
8/16/2022Corton Capital Inc.12,992$34K0.0%N/A0.049%
8/16/2022Delphia USA Inc.14,189$37K0.0%N/A0.053%
8/12/2022Keeley Teton Advisors LLC116,962$309K0.0%-25.9%0.440%
8/10/2022Pacific Ridge Capital Partners LLC785,605$2.07M0.5%-7.7%2.968%
8/5/2022Connor Clark & Lunn Investment Management Ltd.97,679$258K0.0%+107.8%0.369%
7/15/2022Herold Advisors Inc.14,000$36K0.0%+133.3%0.053%
5/12/2022Connor Clark & Lunn Investment Management Ltd.47,013$336K0.0%+55.9%0.178%
5/11/2022Pacific Ridge Capital Partners LLC851,318$6.08M1.2%+2.0%3.216%
5/11/2022McIlrath & Eck LLC6,000$43K0.0%N/A0.023%
5/10/2022Boston Partners376,164$2.69M0.0%+19.2%1.421%
5/9/2022Herold Advisors Inc.6,000$43K0.0%N/A0.023%
5/9/2022Avantax Planning Partners Inc.100,707$719K0.0%+13.5%0.380%
5/6/2022Acuitas Investments LLC830,310$5.93M5.6%+76.0%3.137%
5/5/2022Royce & Associates LP159,610$1.14M0.0%-56.5%0.603%
5/5/2022Russell Investments Group Ltd.43,492$309K0.0%-16.4%0.164%
4/28/2022Belpointe Asset Management LLC47,304$338K0.0%+100.2%0.176%
4/21/2022First Quadrant LLC CA6,121$44K0.2%N/A0.023%
2/15/2022Kennedy Capital Management Inc.228,231$1.34M0.0%-37.5%0.819%
2/14/2022PDT Partners LLC11,906$70K0.0%N/A0.043%
2/14/2022Guggenheim Capital LLC351,263$2.07M0.0%-29.1%1.260%
2/10/2022Panagora Asset Management Inc.99,237$584K0.0%-7.4%0.356%
2/10/2022Pacific Ridge Capital Partners LLC834,956$4.91M0.9%+15.5%2.995%
2/10/2022Connor Clark & Lunn Investment Management Ltd.30,155$177K0.0%+12.3%0.108%
2/9/2022Dimensional Fund Advisors LP1,276,551$7.51M0.0%-5.7%4.579%
2/9/2022Keebeck Alpha LP11,682$69K0.0%N/A0.042%
2/8/2022Acuitas Investments LLC471,707$2.77M1.2%+59.2%1.692%
2/8/2022Northern Trust Corp229,136$1.35M0.0%-9.8%0.822%
2/7/2022Victory Capital Management Inc.145,900$858K0.0%-45.7%0.523%
2/7/2022SG Americas Securities LLC12,011$71K0.0%-40.3%0.043%
2/7/2022Royce & Associates LP367,103$2.16M0.0%-19.7%1.317%
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2/4/2022IndexIQ Advisors LLC38,114$224K0.0%-6.1%0.137%
2/2/2022New York State Common Retirement Fund7,995$47K0.0%-85.6%0.029%
1/28/2022 Allspring Global Investments Holdings LLC10,750$63K0.0%N/A0.039%
1/28/2022LSV Asset Management472,190$2.78M0.0%-4.4%1.694%
1/21/2022Russell Investments Group Ltd.52,038$305K0.0%-14.8%0.187%
11/16/2021 Phocas Financial Corp.416,364$2.84M0.4%-9.7%1.493%
11/16/2021Squarepoint Ops LLC19,813$135K0.0%-53.6%0.071%
11/16/2021Two Sigma Advisers LP236,600$1.61M0.0%+9.3%0.849%
11/16/2021Two Sigma Investments LP207,809$1.42M0.0%+3.0%0.745%
11/15/2021Point72 Hong Kong Ltd3,910$27K0.0%N/A0.014%
(Data available from 1/1/2016 forward)

HRTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HRTG shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were Acuitas Investments LLC ($5.93M), Pacific Ridge Capital Partners LLC ($5.91M), Assenagon Asset Management S.A. ($3.35M), Rutabaga Capital Management LLC MA ($2.84M), Boston Partners ($2.69M), Acadian Asset Management LLC ($2.44M), and Essex Investment Management Co. LLC ($2.26M).Learn more on HRTG's institutional investors.

What percentage of Heritage Insurance stock is owned by institutional investors?

59.03% of Heritage Insurance stock is owned by institutional investors. Learn more on HRTG's institutional investor holdings.

Which institutional investors have been buying Heritage Insurance stock?

Of the 35 institutional investors that purchased Heritage Insurance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rutabaga Capital Management LLC MA ($1.26M), Spotlight Asset Group Inc. ($595.52K), International Assets Investment Management LLC ($396.60K), Essex Investment Management Co. LLC ($372.08K), Acuitas Investments LLC ($358.60K), Assenagon Asset Management S.A. ($336.39K), and Acadian Asset Management LLC ($333.40K).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 4,880,637 shares in the last 24 months. This purchase volume represents approximately $20.75M in transactions.

Which Heritage Insurance major shareholders have been selling company stock?

Of the 16 institutional investors that sold Heritage Insurance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LSV Asset Management ($420.49K), Royce & Associates LP ($207.49K), Pacific Ridge Capital Partners LLC ($187.36K), Essex Investment Management Co. LLC ($159.64K), Ergoteles LLC ($104.76K), Victory Capital Management Inc. ($65K), and Keeley Teton Advisors LLC ($50.49K).

How much institutional selling is happening at Heritage Insurance?

Institutional investors have sold a total of 1,383,149 shares in the last 24 months. This volume of shares sold represents approximately $6.50M in transactions.


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This page (NYSE:HRTG) was last updated on 5/5/2024 by MarketBeat.com Staff

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