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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
645KNew |
$5.84M - $8.17M
|
645K
$8.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
223K+ 176.92% |
$2.02M - $2.82M
|
349K
$4.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
205K+ 33.73% |
$1.86M - $2.6M
|
814K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
194K+ 14.07% |
$1.75M - $2.45M
|
1.57M
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
183K+ 23.97% |
$1.65M - $2.32M
|
945K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
155K+ 49.56% |
$1.41M - $1.97M
|
469K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
122K+ 46.13% |
$1.1M - $1.54M
|
385K
$4.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
93.7K+ 107.8% |
$849K - $1.19M
|
181K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92.8KNew |
$841K - $1.18M
|
92.8K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
76K+ 14.8% |
$689K - $964K
|
590K
$7.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
71.8K+ 323.79% |
$651K - $910K
|
94K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
70.4KNew |
$638K - $893K
|
70.4K
$881K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
65.8KNew |
$596K - $835K
|
65.8K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
60.6K+ 16.34% |
$549K - $769K
|
432K
$5.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
59.3K+ 15.26% |
$537K - $752K
|
448K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
54.7KNew |
$496K - $694K
|
54.7K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
52.4KNew |
$475K - $665K
|
52.4K
$656K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
51.6K+ 8.94% |
$467K - $654K
|
628K
$7.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
39.1KNew |
$355K - $496K
|
39.1K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
30.4K+ 213.72% |
$276K - $386K
|
44.7K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28KNew |
$253K - $355K
|
28K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.8K+ 207.75% |
$251K - $352K
|
41.1K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
25.2KNew |
$228K - $320K
|
25.2K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
25KNew |
$227K - $318K
|
25K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.5KNew |
$222K - $310K
|
24.5K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
24.3K+ 109.62% |
$220K - $308K
|
46.5K
$582K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.4KNew |
$203K - $284K
|
22.4K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
20.6K+ 27.56% |
$187K - $261K
|
95.4K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
20.2K+ 111.77% |
$183K - $257K
|
38.4K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
18.9KNew |
$172K - $240K
|
18.9K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
17.5KNew |
$159K - $222K
|
17.5K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
16.7KNew |
$151K - $211K
|
16.7K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$143K - $200K
|
15.8K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.5K+ 13.45% |
$122K - $171K
|
114K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5KNew |
$122K - $171K
|
13.5K
$168K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.8K+ 91671.43% |
$116K - $163K
|
12.8K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$114K - $160K
|
12.6K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$112K - $157K
|
12.4K
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.1KNew |
$101K - $141K
|
11.1K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
11KNew |
$99.7K - $139K
|
11K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10KNew |
$90.8K - $127K
|
10K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
10KNew |
$90.8K - $127K
|
10K
$125K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.45K+ 0.72% |
$85.6K - $120K
|
1.33M
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
6K+ 7.23% |
$54.4K - $76.1K
|
89K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.58K+ 5.09% |
$50.5K - $70.7K
|
115K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.37K+ 10.62% |
$39.6K - $55.4K
|
45.5K
$569K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.32KNew |
$39.1K - $54.7K
|
4.32K
$54K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.22K+ 2.97% |
$38.3K - $53.6K
|
147K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.21K+ 23.7% |
$29.1K - $40.7K
|
16.7K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.81K+ 4.38% |
$25.4K - $35.6K
|
66.9K
$837K
|