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 187 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
604
shares
|
$13,106
0.0% of portfolio
|
Q2 2025
Added 978.57%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
425
shares
|
$9,222
0.0% of portfolio
|
Q2 2025
Reduced 69.4%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
400
shares
|
$8,680
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
384
shares
|
$8,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
380
shares
|
$8,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
362
shares
|
$7,855
0.0% of portfolio
|
Q2 2025
Added 48.97%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
314
shares
|
$6,813
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
291
shares
|
$6,314
0.0% of portfolio
|
Q2 2025
Added 35.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
223
shares
|
$4,839
0.0% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
200
shares
|
$4,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
180
shares
|
$3,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
154
shares
|
$3,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
150
shares
|
$3,255
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
133
shares
|
$2,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
83
shares
|
$1,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
82
shares
|
$1,779
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
76
shares
|
$1,649
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
70
shares
|
$1,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
57
shares
|
$1,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
51
shares
|
$1,106
0.0% of portfolio
|
Q2 2025
Added 5000.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
50
shares
|
$1,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
43
shares
|
$933
0.0% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
28
shares
|
$607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
20
shares
|
$434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
19
shares
|
$412
0.0% of portfolio
|
Q2 2025
New holding
|