Purchases and Sales Made in Q3 2025 in Heritage Insurance Holdings, Inc. (HRTG)
This table provides information about the institutional ownership of Heritage Insurance Holdings, Inc. (HRTG) during Q3 2025. The information is specifically focused on institutions that hold shares of Heritage Insurance Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
319K+ 223.94% |
$6.08M - $9.07M
|
462K
$11M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
64.3K+ 514.38% |
$1.22M - $1.83M
|
76.8K
$1.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
39.1KNew |
$743K - $1.11M
|
39.1K
$926K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
32.3K+ 116.11% |
$614K - $916K
|
60.1K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.8K+ 264.48% |
$377K - $562K
|
27.3K
$647K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.4K+ 10.7% |
$236K - $352K
|
128K
$3.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.99KNew |
$190K - $284K
|
9.99K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.76KNew |
$167K - $249K
|
8.76K
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
7K+ 24.39% |
$133K - $199K
|
35.7K
$846K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.81K+ 40.36% |
$111K - $165K
|
20.2K
$479K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.01K+ 123.14% |
$76.3K - $114K
|
7.27K
$172K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.64KNew |
$50.2K - $75K
|
2.64K
$62.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.5K+ 254.73% |
$47.6K - $71.1K
|
3.49K
$82.6K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.45KNew |
$27.6K - $41.3K
|
1.45K
$34.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.02KNew |
$19.4K - $29K
|
1.02K
$24.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
146New |
$2.78K - $4.15K
|
146
$3.46K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
125New |
$2.38K - $3.55K
|
125
$2.96K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
96+ 53.33% |
$1.83K - $2.73K
|
276
$6.54K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 107.02% |
$1.16K - $1.73K
|
118
$2.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22New |
$418 - $625
|
22
$521
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 4.51% |
$114 - $170
|
139
$3.29K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-22- 7.56% |
$418 - $625
|
269
$6.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-93- 12.09% |
$1.77K - $2.64K
|
676
$16K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-435- 4.27% |
$8.27K - $12.4K
|
9.74K
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.51K- 48.23% |
$28.7K - $42.9K
|
1.62K
$38.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.85K- 3.14% |
$35.2K - $52.6K
|
57K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.94K- 4.81% |
$36.8K - $55K
|
38.3K
$908K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.93K- 16.85% |
$55.7K - $83.2K
|
14.5K
$343K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-6.1K- 24.62% |
$116K - $173K
|
18.7K
$443K
|