Heritage Insurance Holdings, Inc. HRTG
We take great care to ensure that the data presented and summarized in this overview for Heritage Insurance Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HRTG
View all-
Black Rock Inc. New York, NY1.77MShares$38.5 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.54MShares$33.5 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA1.33MShares$28.9 Million0.0% of portfolio
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Pacific Ridge Capital Partners, LLC Lake Oswego, OR776KShares$16.9 Million3.17% of portfolio
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Invesco Ltd. Atlanta, GA732KShares$15.9 Million0.0% of portfolio
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American Century Companies Inc Kansas City, MO677KShares$14.7 Million0.01% of portfolio
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Acadian Asset Management LLC Boston, MA620KShares$13.5 Million0.03% of portfolio
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Marshall Wace, LLP London, X0593KShares$12.9 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA510KShares$11.1 Million0.0% of portfolio
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Aqr Capital Management LLC Greenwich, CT509KShares$11.1 Million0.01% of portfolio
Latest Institutional Activity in HRTG
Top Purchases
Top Sells
About HRTG
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, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; commercial residential insurance for properties in Florida, New Jersey, and New York; and licensed in the state of Pennsylvania, as well as personal residential and wind-only property insurance. It also provides restoration, and emergency and recovery services; and property management, and reinsurance services. The company writes personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as indirectly to approximately 1,500 retail locations through eight wholesale agency relationships; and personal and commercial insurance policies through a network of approximately 70 independent agencies. Heritage Insurance Holdings, Inc. was founded in 2012 and is headquartered in Tampa, Florida.
Insider Transactions at HRTG
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 10
2025
|
Paul L Whiting Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,550
+2.93%
|
-
|
|
Jun 10
2025
|
Irini Barlas Director |
BUY
Grant, award, or other acquisition
|
Indirect |
2,550
+3.6%
|
-
|
|
Jun 10
2025
|
Mark S Berset Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,550
+0.91%
|
-
|
|
Jun 10
2025
|
Panagiotis Apostolou Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,550
+1.5%
|
-
|
|
Jun 10
2025
|
Richard A Widdicombe Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,550
+0.36%
|
-
|
|
Jun 10
2025
|
Joseph Vattamattam Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,550
+4.01%
|
-
|
|
Jun 09
2025
|
Paul L Whiting Director |
BUY
Open market or private purchase
|
Direct |
2,500
+2.96%
|
$55,000
$22.36 P/Share
|
|
May 21
2025
|
Vijay Walvekar Director |
SELL
Open market or private sale
|
Indirect |
34,100
-14.34%
|
$784,300
$23.27 P/Share
|
|
May 21
2025
|
Vijay Walvekar Director |
SELL
Open market or private sale
|
Direct |
8,000
-10.27%
|
$184,000
$23.27 P/Share
|
|
May 09
2025
|
Panagiotis Apostolou Director |
SELL
Open market or private sale
|
Direct |
25,000
-13.18%
|
$625,000
$25.4 P/Share
|
|
Mar 14
2025
|
Paul L Whiting Director |
BUY
Open market or private purchase
|
Direct |
10,000
+11.16%
|
$130,000
$13.35 P/Share
|
|
Mar 14
2025
|
Kirk Lusk Chief Financial Officer |
BUY
Open market or private purchase
|
Direct |
6,000
+0.96%
|
$78,000
$13.85 P/Share
|
|
Mar 14
2025
|
Ernie J Garateix Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
5,000
+0.39%
|
$60,000
$12.77 P/Share
|
|
Mar 11
2025
|
Sharon Binnun Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
33,806
+7.95%
|
-
|
|
Mar 11
2025
|
Timothy E. Johns Officer |
BUY
Grant, award, or other acquisition
|
Direct |
5,051
+6.15%
|
-
|
|
Mar 11
2025
|
Kirk Lusk Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
79,764
+6.27%
|
-
|
|
Mar 11
2025
|
Ernie J Garateix Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
232,140
+8.55%
|
-
|
|
Mar 11
2025
|
Timothy Moura Officer |
BUY
Grant, award, or other acquisition
|
Direct |
34,470
+5.93%
|
-
|
|
Dec 13
2024
|
Kirk Lusk Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
17,444
-3.17%
|
$209,328
$12.58 P/Share
|
|
Dec 13
2024
|
Timothy E. Johns Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,910
-5.32%
|
$22,920
$12.58 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 401K shares |
|---|---|
| Open market or private purchase | 36.9K shares |
| Payment of exercise price or tax liability | 75.4K shares |
|---|---|
| Open market or private sale | 75.5K shares |