Heritage Insurance Ownership | Who Owns Heritage Insurance?
Heritage Insurance Ownership Summary
Heritage Insurance is owned by 1.48% institutional investors, 27.01% insiders, and 71.51% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.31% of HRTG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.37% of its assets in Heritage Insurance shares.
HRTG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Insurance | 1.48% | 27.01% | 71.51% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Property & Casualty Insurance Stocks | 47.94% | 13.15% | 38.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.93M | 6.31% | $23.36M |
| Blackrock | 1.77M | 5.83% | $12.53M |
| Dimensional fund advisors lp | 1.57M | 5.13% | $18.99M |
| Vanguard group | 1.33M | 4.34% | $16.07M |
| Invesco | 944.64K | 3.09% | $11.43M |
| Pacific ridge capital partners | 813.56K | 2.66% | $9.84M |
| Marshall wace, llp | 664.12K | 2.17% | $8.04M |
| Acadian asset management | 628.37K | 2.06% | $7.60M |
| American century companies | 589.90K | 1.93% | $7.14M |
| Geode capital management | 499.92K | 1.64% | $6.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 813.56K | 2.26% | $9.84M |
| Verdad advisers, lp | 55.00K | 0.45% | $389.40K |
| Instrumental wealth | 27.79K | 0.22% | $210.93K |
| Gsa capital partners llp | 113.52K | 0.10% | $1.37M |
| Bridgeway capital management | 366.60K | 0.10% | $4.44M |
| Sherbrooke park advisers | 18.19K | 0.07% | $220.10K |
| Segall bryant & hamill | 348.56K | 0.06% | $4.22M |
| Clarivest asset management | 61.40K | 0.04% | $434.68K |
| Triumph capital management | 10.02K | 0.04% | $121.23K |
| Heron bay capital management | 12.93K | 0.03% | $156.39K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.77M | 0.00% | 1.14M |
| Segall bryant & hamill | 348.56K | 0.06% | 222.69K |
| Pacific ridge capital partners | 813.56K | 2.26% | 205.19K |
| Dimensional fund advisors lp | 1.57M | 0.00% | 193.59K |
| Invesco | 944.64K | 0.00% | 182.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | - | - | -1.26M |
| Marshall wace, llp | 664.12K | 0.01% | -287.69K |
| Essex investment management | - | - | -245.12K |
| Renaissance | 345.40K | 0.01% | -221.80K |
| Jane street group | 46.79K | 0.00% | -185.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna fundamental investments | 95.38K | 0.02% | 95.38K | $1.15M |
| Raymond james financial | 92.85K | 0.00% | 92.85K | $1.12M |
| Boston partners | 71.26K | 0.00% | 71.26K | $504.54K |
| State of wisconsin investment board | 70.42K | 0.00% | 70.42K | $852.12K |
| Verdad advisers, lp | 55.00K | 0.45% | 55.00K | $389.40K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Parallel advisors | -16.00 |
| Financial gravity asset management | -20.00 |
| Allspring global investments | -83.00 |
| Toth financial advisory | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 7 | -94.40% | 454,811 | -97.30% | 1 | 0.05% | 6 | -92.31% | 1 | -96.67% |
| Dec 31, 2024 | 57 | -54.76% | 8,338,262 | -48.33% | 27 | 0.98% | 42 | -51.72% | 10 | -56.52% |
| Sep 30, 2024 | 126 | 17.76% | 16,138,546 | 9.87% | 52 | 2.30% | 87 | 47.46% | 23 | -28.13% |
| Jun 30, 2024 | 106 | 9.28% | 14,687,083 | -0.18% | 48 | 1.61% | 58 | 9.43% | 32 | 3.23% |
| Mar 31, 2024 | 97 | 8.99% | 14,713,675 | 4.31% | 54 | 1.97% | 53 | - | 31 | 40.91% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 725.15K | 2.37% | - |
| Vanguard Total Stock Mkt Idx Inv | 725.15K | 2.34% | - |
| Invesco Dorsey Wright SmallCap Momt ETF | 625.61K | 2.02% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 611.83K | 1.99% | -198.79K |
| Avantis US Small Cap Value ETF | 609.84K | 1.97% | 1.15K |
| iShares Russell 2000 ETF | 602.07K | 1.94% | 294.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 339.85K | 1.10% | 578.00 |
| Kennedy Micro Cap | 280.87K | 0.92% | 280.87K |
| DFA US Small Cap Value I | 264.18K | 0.86% | -41.73K |
| Fidelity Small Cap Index | 228.73K | 0.74% | -127.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 09, 2025 | WHITING PAUL L | - | Buy | $55.90K |
| May 21, 2025 | Walvekar Vijay | - | Sell | $793.51K |
| May 21, 2025 | Walvekar Vijay | - | Sell | $186.16K |
| May 09, 2025 | Apostolou Panagiotis | - | Sell | $635.00K |
| Mar 14, 2025 | Garateix Ernie J | Chief Executive Officer | Buy | $63.85K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | 3 | - |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | 4 | 1 |
HRTG Ownership FAQ
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