Latest Institutional Purchases of Heritage Insurance Holdings, Inc. (HRTG)
This list provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
70New |
$1K - $1.82K
|
70
$1.59K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 14.36% |
$400 - $729
|
223
$5.06K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
208K+ 203.86% |
$2.27M - $3.07M
|
310K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
145KNew |
$1.57M - $2.13M
|
145K
$3.28M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
120KNew |
$1.3M - $1.77M
|
120K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$1.13M - $1.53M
|
104K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
92K+ 39.82% |
$1M - $1.36M
|
323K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
90.3KNew |
$982K - $1.33M
|
90.3K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
86.9K+ 14.73% |
$946K - $1.28M
|
677K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.5K+ 45.28% |
$854K - $1.16M
|
252K
$5.71M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
77.5K+ 307.35% |
$843K - $1.14M
|
103K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.3K+ 27.51% |
$601K - $815K
|
256K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
52.1KNew |
$566K - $768K
|
52.1K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
40.5KNew |
$440K - $597K
|
40.5K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
40.2K+ 8.58% |
$438K - $593K
|
509K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
37.8K+ 8.43% |
$411K - $557K
|
486K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.2KNew |
$383K - $520K
|
35.2K
$800K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
26.9KNew |
$292K - $396K
|
26.9K
$610K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
25.4K+ 586.67% |
$276K - $375K
|
29.7K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
25.3K+ 3455.8% |
$276K - $374K
|
26.1K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 177.55% |
$243K - $330K
|
34.9K
$793K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20K+ 69.32% |
$218K - $295K
|
48.9K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
18.5K+ 149.19% |
$201K - $273K
|
30.9K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.2K+ 135.21% |
$198K - $268K
|
31.6K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
18.2KNew |
$197K - $268K
|
18.2K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
16.3KNew |
$177K - $240K
|
16.3K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.8KNew |
$172K - $233K
|
15.8K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
15.2K+ 38.92% |
$166K - $225K
|
54.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
12.4KNew |
$135K - $183K
|
12.4K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
11.5K+ 40.21% |
$125K - $170K
|
40.1K
$910K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
10KNew |
$109K - $148K
|
10K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$109K - $148K
|
10K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.78KNew |
$106K - $144K
|
9.78K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
9.77K+ 1.95% |
$106K - $144K
|
510K
$11.6M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.73K+ 8.45% |
$106K - $143K
|
125K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.12K+ 23.6% |
$99.3K - $135K
|
47.8K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
8.1K+ 48.56% |
$88.1K - $119K
|
24.8K
$562K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
7.7K+ 700.0% |
$83.8K - $114K
|
8.8K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
6.25K+ 48.36% |
$68K - $92.2K
|
19.2K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.54K+ 83.73% |
$49.3K - $66.9K
|
9.95K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.18K+ 4.45% |
$45.5K - $61.7K
|
98.2K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.68K+ 14.69% |
$40K - $54.3K
|
28.7K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
3.11K+ 4.07% |
$33.8K - $45.9K
|
79.5K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.38K+ 1.34% |
$25.9K - $35.1K
|
181K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.28K+ 2.11% |
$24.8K - $33.7K
|
110K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.48K+ 14.12% |
$16.1K - $21.8K
|
12K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.39KNew |
$15.1K - $20.5K
|
1.39K
$31.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$14.2K - $19.2K
|
1.31K
$29.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
941+ 156.57% |
$10.2K - $13.9K
|
1.54K
$35K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
870+ 4.59% |
$9.47K - $12.8K
|
19.8K
$450K
|
|