Heritage Insurance Holdings, Inc.
HRTG- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001598665
In the last 90 days, Heritage Insurance Holdings, Inc. insiders filed 0 open-market purchases and 11 sales; 188 institutions reported holding it in 13F filings for Q2 2026, worth $488.2M in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Heritage Insurance Holdings, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 83 | 85 | +2 |
| Shares | 9.77M | 14.1M | +4.35M (+44.5%) |
| Value | $63.7M | $92.1M | +$28.4M (+44.6%) |
New holders (22)
Institutions that held Heritage Insurance Holdings, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (20)
Institutions that held Heritage Insurance Holdings, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Tudor Investment Corp Et Al | 52,747 | $342.3K |
| Virtu Financial LLC | 44,207 | $287.0K |
| Squarepoint Ops LLC | 42,886 | $278.3K |
| Engineers Gate Manager LP | 27,016 | $175.3K |
| Heron Bay Capital Management | 26,727 | $173.5K |
| Occudo Quantitative Strategies LP | 23,789 | $154.4K |
| Petrus Trust Company, LTA | 19,918 | $129.3K |
| RIA Advisory Group LLC | 13,861 | $90.0K |
| Prudential Financial Inc | 12,550 | $81.5K |
| Eqis Capital Management, Inc. | 12,095 | $78.5K |
| Mariner, LLC | 11,625 | $75.4K |
| Belpointe Asset Management LLC | 10,129 | $65.7K |
| Fortis Capital Advisors, LLC | 10,129 | $65.7K |
| Quarry LP | 6,670 | $43.3K |
| Simplex Trading, LLC | 5,284 | $34.0K |
| Dorsey Wright & Associates | 4,802 | $31.2K |
| Flaharty Asset Management, LLC | 1,305 | $8.47K |
| FMR LLC | 700 | $4.54K |
| Allworth Financial LP | 145 | $942 |
| Gradient Investments LLC | 70 | $454 |