First Trust Advisors LP Heritage Insurance Holdings, Inc. Transaction History
First Trust Advisors LP
- $118 Billion
 - Q2 2025
 
A detailed history of First Trust Advisors LP transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 74,578 shares of HRTG stock, worth $1.77 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74,578
              Previous 67,784
              
        
           10.02%
        
      
          
        Holding current value
$1.77 Million
            Previous $977,000
            
        
           90.28%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  14 transactions
	
  Others Institutions Holding HRTG
# of Institutions
192Shares Held
19MCall Options Held
148KPut Options Held
71.9K- 
    
      Black Rock Inc. New York, NY1.77MShares$41.9 Million0.0% of portfolio
 - 
    
      Vanguard Group Inc Valley Forge, PA1.51MShares$35.9 Million0.0% of portfolio
 - 
    
      Dimensional Fund Advisors LP Austin, TX1.42MShares$33.6 Million0.01% of portfolio
 - 
    
      Marshall Wace, LLP London, X0942KShares$22.3 Million0.03% of portfolio
 - 
    
      American Century Companies Inc Kansas City, MO797KShares$18.9 Million0.01% of portfolio
 
About Heritage Insurance Holdings, Inc.
- Ticker HRTG
 - Exchange NYSE
 - Sector Financial Services
 - Industry Insurance—Property & Casualty
 - Shares Outstandng 26,569,100
 - Market Cap $630M
 - Description
 - Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...