Institutional Ownership Heritage Insurance Holdings, Inc. (HRTG)
This table provides information about the institutional ownership of Heritage Insurance Holdings, Inc. (HRTG). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
15,888
shares
|
$201,300
0.0% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
15,786
shares
|
$200,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,855
shares
|
$188,212
0.0% of portfolio
|
Q4 2024
Reduced 63.77%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,450
shares
|
$170,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
13,419
shares
|
$170,018
0.0% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
13,391
shares
|
$169,663
0.0% of portfolio
|
Q3 2024
Added 129.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,119
shares
|
$166,217
0.0% of portfolio
|
Q4 2024
Reduced 25.57%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
13,075
shares
|
$165,660
0.0% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
12,925
shares
|
$163,759
0.03% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,848
shares
|
$162,784
0.0% of portfolio
|
Q4 2024
Added 91671.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,582
shares
|
$159,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
12,400
shares
|
$157,108
0.0% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,388
shares
|
$156,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,147
shares
|
$153,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
11,101
shares
|
$140,649
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$139,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,473
shares
|
$132,692
0.0% of portfolio
|
Q4 2024
Reduced 93.41%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
10,019
shares
|
$126,940
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
10,019
shares
|
$126,940
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,416
shares
|
$68,620
0.0% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
4,330
shares
|
$54,861
0.01% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
4,317
shares
|
$54,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
2,900
shares
|
$36,743
0.0% of portfolio
|
Q4 2024
Added 222.22%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,870
shares
|
$36,362
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,240
shares
|
$28,380
0.0% of portfolio
|
Q2 2024
New holding
|