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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
349K+ 58.88% |
$4.99M - $9.09M
|
942K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
285K+ 290.78% |
$4.08M - $7.43M
|
384K
$8.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
216K+ 69.6% |
$3.09M - $5.62M
|
526K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
196K+ 76.39% |
$2.8M - $5.09M
|
452K
$9.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
194K+ 396.74% |
$2.77M - $5.04M
|
243K
$5.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
186K+ 14.03% |
$2.66M - $4.85M
|
1.51M
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
186KNew |
$2.66M - $4.84M
|
186K
$4.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
177KNew |
$2.53M - $4.61M
|
177K
$3.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
163K+ 33.59% |
$2.33M - $4.24M
|
649K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
120K+ 17.7% |
$1.71M - $3.12M
|
797K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
112K+ 829.31% |
$1.6M - $2.92M
|
126K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
100KNew |
$1.43M - $2.61M
|
100K
$2.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.3K+ 37.47% |
$1.35M - $2.45M
|
346K
$7.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
74.4KNew |
$1.06M - $1.94M
|
74.4K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68.4K+ 61.95% |
$978K - $1.78M
|
179K
$3.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.3K+ 22.42% |
$976K - $1.78M
|
373K
$8.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59KNew |
$843K - $1.54M
|
59K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.3KNew |
$732K - $1.33M
|
51.3K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
48.3KNew |
$691K - $1.26M
|
48.3K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
44.6KNew |
$637K - $1.16M
|
44.6K
$968K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.4K+ 21.8% |
$562K - $1.02M
|
220K
$4.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
39K+ 197.11% |
$558K - $1.02M
|
58.9K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
36.3KNew |
$519K - $946K
|
36.3K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.2K+ 75.75% |
$517K - $942K
|
84K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
30.6KNew |
$437K - $796K
|
30.6K
$664K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
29.1KNew |
$416K - $757K
|
29.1K
$632K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
28.7KNew |
$410K - $747K
|
28.7K
$623K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
26.7KNew |
$382K - $696K
|
26.7K
$580K
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
24.5K+ 79.29% |
$350K - $637K
|
55.4K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
21.6KNew |
$309K - $563K
|
21.6K
$469K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
21.4KNew |
$305K - $556K
|
21.4K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
21.3K+ 4.94% |
$305K - $555K
|
452K
$9.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.5KNew |
$293K - $534K
|
20.5K
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.3K+ 136.53% |
$289K - $527K
|
35.1K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.2K+ 21.89% |
$288K - $525K
|
112K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.9KNew |
$270K - $491K
|
18.9K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
18.8K+ 36.08% |
$268K - $489K
|
70.8K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
17.4KNew |
$248K - $452K
|
17.4K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
16.4K+ 36.17% |
$234K - $426K
|
61.6K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.1KNew |
$201K - $367K
|
14.1K
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
13.9K+ 157.95% |
$199K - $362K
|
22.7K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.3K+ 3274.88% |
$190K - $346K
|
13.7K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
13.3KNew |
$190K - $346K
|
13.3K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$164K - $298K
|
11.5K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
11K+ 38.37% |
$157K - $287K
|
39.7K
$863K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
10.5KNew |
$151K - $274K
|
10.5K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10.3KNew |
$147K - $269K
|
10.3K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$147K - $267K
|
10.3K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2KNew |
$145K - $265K
|
10.2K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.1KNew |
$144K - $262K
|
10.1K
$219K
|