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-
Driehaus Capital Management LLC Chicago, IL1.62MShares$13.2 Million0.19% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.32MShares$10.8 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA1.1MShares$8.95 Million0.0% of portfolio
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Invesco Ltd. Atlanta, GA747KShares$6.1 Million0.0% of portfolio
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Pacific Ridge Capital Partners, LLC Lake Oswego, OR687KShares$5.62 Million1.69% of portfolio
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Black Rock Inc. New York, NY631KShares$5.16 Million0.0% of portfolio
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Marshall Wace, LLP London, X0577KShares$4.72 Million0.01% of portfolio
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Israel Englander Millennium Management LLC | New York, Ny554KShares$4.52 Million0.0% of portfolio
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Putnam Investments LLC Boston, MA483KShares$3.94 Million0.0% of portfolio
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Qube Research & Technologies LTD London, X0477KShares$3.89 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 |
|---|---|---|---|---|---|
|
May 28
2024
|
Paul L Whiting |
BUY
Open market or private purchase
|
Direct |
5,000
+7.18%
|
$35,000
$7.74 P/Share
|
|
May 08
2024
|
Nicholas George Pappas |
SELL
Open market or private sale
|
Direct |
6,000
-7.37%
|
$48,000
$8.56 P/Share
|
|
May 06
2024
|
Ernie J Garateix Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
5,000
+0.47%
|
$40,000
$8.19 P/Share
|
|
May 06
2024
|
Paul L Whiting |
BUY
Open market or private purchase
|
Direct |
50,000
+45.59%
|
$400,000
$8.35 P/Share
|
|
May 06
2024
|
Kirk Lusk Chief Financial Officer |
BUY
Open market or private purchase
|
Direct |
5,000
+0.9%
|
$40,000
$8.11 P/Share
|
|
Mar 26
2024
|
Nicholas George Pappas |
SELL
Open market or private sale
|
Direct |
1,000
-1.21%
|
$10,000
$10.87 P/Share
|
|
Mar 21
2024
|
Raymond T Hyer > 10% Shareholder |
BUY
Bona fide gift
|
Indirect |
500,000
+50.0%
|
-
|
|
Mar 21
2024
|
Raymond T Hyer > 10% Shareholder |
SELL
Bona fide gift
|
Direct |
500,000
-16.9%
|
-
|
|
Mar 14
2024
|
Nicholas George Pappas |
SELL
Open market or private sale
|
Direct |
1,100
-1.32%
|
$7,700
$7.94 P/Share
|
|
Mar 14
2024
|
Paul L Whiting |
BUY
Open market or private purchase
|
Indirect |
20,000
+50.0%
|
$160,000
$8.14 P/Share
|
|
Feb 29
2024
|
Nicholas George Pappas |
SELL
Open market or private sale
|
Direct |
1,300
-1.53%
|
$9,100
$7.06 P/Share
|
|
Feb 26
2024
|
Ernie J Garateix Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
236,111
+10.57%
|
-
|
|
Feb 26
2024
|
Timothy E. Johns |
BUY
Grant, award, or other acquisition
|
Direct |
5,342
+7.17%
|
-
|
|
Feb 26
2024
|
Sharon Binnun Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
41,133
+11.39%
|
-
|
|
Feb 26
2024
|
Kirk Lusk Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
102,564
+9.0%
|
-
|
|
Feb 26
2024
|
Timothy Moura |
BUY
Grant, award, or other acquisition
|
Direct |
32,408
+6.25%
|
-
|
|
Feb 02
2024
|
Nicholas George Pappas |
SELL
Open market or private sale
|
Direct |
1,500
-1.74%
|
$7,500
$5.93 P/Share
|
|
Dec 28
2023
|
Nicholas George Pappas |
SELL
Open market or private sale
|
Direct |
1,250
-1.43%
|
$7,500
$6.65 P/Share
|
|
Dec 19
2023
|
Raymond T Hyer > 10% Shareholder |
BUY
Open market or private purchase
|
Direct |
148,148
+4.77%
|
$888,888
$6.75 P/Share
|
|
Dec 15
2023
|
Timothy E. Johns |
SELL
Payment of exercise price or tax liability
|
Direct |
1,307
-4.1%
|
$7,842
$6.51 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 1.64M shares |
|---|---|
| Open market or private purchase | 301K shares |
| Bona fide gift | 500K shares |
| Sale (or disposition) back to the issuer | 420K shares |
|---|---|
| Payment of exercise price or tax liability | 64.7K shares |
| Open market or private sale | 13.2K shares |
| Bona fide gift | 500K shares |