Latest Institutional Sells of Heritage Insurance Holdings, Inc. (HRTG)
This list provides information on the latest institutional transactions involving Heritage Insurance Holdings, Inc. (HRTG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-415K- 53.53% |
$5.94M - $10.8M
|
361K
$7.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-320K- 43.72% |
$4.58M - $8.33M
|
412K
$8.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-157K- 45.86% |
$2.24M - $4.07M
|
185K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-124K- 24.28% |
$1.77M - $3.22M
|
385K
$8.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-123K- 7.96% |
$1.76M - $3.2M
|
1.42M
$30.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-123K- 33.86% |
$1.75M - $3.19M
|
240K
$5.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-93.5K- 15.07% |
$1.34M - $2.43M
|
527K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-91.7K- 28.39% |
$1.31M - $2.39M
|
231K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-54.2K- 37.74% |
$775K - $1.41M
|
89.4K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-50.5K- 60.48% |
$722K - $1.31M
|
33K
$716K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-46.1K- 44.51% |
$659K - $1.2M
|
57.5K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42.6K- 34.61% |
$608K - $1.11M
|
80.4K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-41.9K- 59.24% |
$599K - $1.09M
|
28.8K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-38.2K- 7.6% |
$546K - $994K
|
465K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36K- 65.81% |
$515K - $938K
|
18.7K
$406K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-34.5K- 43.38% |
$493K - $897K
|
45K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-29.4K- 57.32% |
$420K - $764K
|
21.9K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-26.4K- 21.08% |
$377K - $686K
|
98.7K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-24K- 44.21% |
$344K - $626K
|
30.3K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-22K- 18.7% |
$314K - $572K
|
95.5K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-21.5K- 59.32% |
$307K - $560K
|
14.8K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-19.2K- 65.24% |
$274K - $499K
|
10.2K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-17.4K- 58.12% |
$249K - $453K
|
12.5K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-14.6K- 5.0% |
$209K - $380K
|
278K
$6.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-7.1K- 39.13% |
$101K - $185K
|
11K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-6.76K- 32.67% |
$96.7K - $176K
|
13.9K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.6K- 15.8% |
$94.2K - $172K
|
35.1K
$763K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-5.82K- 33.69% |
$83.1K - $151K
|
11.4K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.5K- 28.51% |
$64.3K - $117K
|
11.3K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.88K- 3.24% |
$55.5K - $101K
|
116K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.01K- 8.33% |
$43K - $78.3K
|
33.1K
$719K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.87K- 13.03% |
$41K - $74.7K
|
19.2K
$416K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.2K- 7.41% |
$31.5K - $57.3K
|
27.5K
$597K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.7K- 17.09% |
$24.3K - $44.2K
|
8.24K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.56K- 3.19% |
$22.3K - $40.6K
|
47.3K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.35K- 9.94% |
$19.3K - $35.2K
|
12.3K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.21K- 0.84% |
$17.3K - $31.4K
|
143K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09K- 8.94% |
$15.6K - $28.4K
|
11.1K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-964- 69.4% |
$13.8K - $25.1K
|
425
$9.22K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-343- 2.77% |
$4.9K - $8.92K
|
12K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-343- 4.38% |
$4.9K - $8.92K
|
7.49K
$162K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-254- 0.63% |
$3.63K - $6.61K
|
40.2K
$873K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-220- 1.5% |
$3.14K - $5.72K
|
14.4K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-216- 0.83% |
$3.09K - $5.62K
|
25.8K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-208- 0.31% |
$2.97K - $5.41K
|
66.7K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-33- 4.11% |
$472 - $859
|
769
$16.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 69.23% |
$129 - $234
|
4
$86.8
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5- 0.03% |
$71.4 - $130
|
14.6K
$317K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-8.06K- 44.32% |
$87.7K - $119K
|
10.1K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.14K- 3.48% |
$55.9K - $75.8K
|
143K
$3.1M
|
|