Who owns Heritage Ins Hldgs?
- Ticker: HRTG
- CUSIP Number: 42727j102
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Analyze quarterly positions in Heritage Ins Hldgs with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Heritage Ins Hldgs stock
Who bought or sold Heritage Ins Hldgs this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 2.2M | $65M | 15% | Dec 2025 |
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| Vanguard Group | 1.9M | $55M | 14% | Dec 2025 |
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| Dimensional Fund Advisors | 1.2M | $35M | -4% | Dec 2025 |
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| American Century Companies | 927k | $27M | 4% | Dec 2025 |
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| Prudential Financial | 835k | $24M | 21% | Dec 2025 |
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| Geode Capital Management | 666k | $20M | 6% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 580k | $17M | -7% | Dec 2025 |
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| Marshall Wace | 528k | $15M | -49% | Dec 2025 |
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| State Street Corporation | 508k | $15M | 11% | Dec 2025 |
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| Acadian Asset Management | 469k | $14M | 3% | Dec 2025 |
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| Assenagon Asset Management | 463k | $14M | 0% | Dec 2025 |
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| AQR Capital Management | 400k | $10M | 4% | Sep 2025 |
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| Citadel Advisors | 391k | $9.8M | -22% | Sep 2025 |
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| Pacific Ridge Capital Partners | 372k | $11M | -19% | Dec 2025 |
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| Jacobs Levy Equity Management | 344k | $10M | -19% | Dec 2025 |
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| UBS Group | 302k | $8.9M | 4% | Dec 2025 |
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| Qube Research & Technologies | 292k | $8.5M | 54% | Dec 2025 |
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| Charles Schwab Investment Management | 255k | $7.5M | 25% | Dec 2025 |
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| Millennium Management | 252k | $6.4M | 9% | Sep 2025 |
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| Bridgeway Capital Management | 241k | $6.1M | -13% | Sep 2025 |
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| Northern Trust | 232k | $6.8M | 7% | Dec 2025 |
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| Susquehanna International | 217k | $6.3M | 28% | Dec 2025 |
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| Eudaimonia Asset Management | 189k | $5.5M | 35% | Dec 2025 |
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| Quartz Partners | 187k | $5.5M | 8% | Dec 2025 |
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| Tudor Investment Corporation | 186k | $4.7M | 0% | Sep 2025 |
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| Renaissance Technologies | 182k | $5.3M | -33% | Dec 2025 |
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| Goldman Sachs Group | 174k | $5.1M | 39% | Dec 2025 |
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| Segall Bryant & Hamill | 173k | $5.1M | -1% | Dec 2025 |
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| Hrt Financial | 171k | $5.0M | 37% | Dec 2025 |
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| Nuveen | 170k | $5.0M | 182% | Dec 2025 |
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| Peak6 | 159k | $4.7M | 2% | Dec 2025 |
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| Ameriprise Financial | 155k | $4.5M | 0% | Dec 2025 |
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| Trexquant Investment | 154k | $4.5M | 1% | Dec 2025 |
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| Empowered Funds | 152k | $4.5M | 6% | Dec 2025 |
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| Arrowstreet Capital, Limited Partnership | 143k | $4.2M | -41% | Dec 2025 |
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| Arkadios Wealth Advisors | 137k | $4.0M | 7% | Dec 2025 |
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| Jane Street | 126k | $3.7M | -42% | Dec 2025 |
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| Bank of New York Mellon | 108k | $3.2M | -8% | Dec 2025 |
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| Raymond James Financial | 103k | $3.0M | -2% | Dec 2025 |
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| Principal Financial Group | 101k | $3.0M | 57% | Dec 2025 |
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| FMR | 91k | $2.3M | 4% | Sep 2025 |
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| Franklin Resources | 91k | $2.7M | 12% | Dec 2025 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 86k | $2.5M | 100% | Dec 2025 |
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| Denali Advisors | 85k | $2.5M | 100% | Dec 2025 |
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| First Trust Advisors | 82k | $2.4M | 14% | Dec 2025 |
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| Two Sigma Investments | 80k | $2.0M | -16% | Sep 2025 |
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| Invesco | 77k | $2.3M | 50% | Dec 2025 |
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| Annis Gardner Whiting Capital Advisors | 77k | $2.2M | 0% | Dec 2025 |
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| Alliancebernstein | 74k | $1.9M | 0% | Sep 2025 |
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| Thomas Stevens, CFA" | 73k | $1.7M | 27% | Dec 2025 |
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| Sanctuary Advisors | 68k | $2.0M | 13% | Dec 2025 |
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| Jpmorgan Chase & Co | 65k | $1.6M | 100% | Sep 2025 |
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| Barclays | 64k | $1.9M | 14% | Dec 2025 |
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| Instrumental Wealth | 60k | $1.7M | 0% | Dec 2025 |
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| AXA Investment Managers | 58k | $1.5M | 100% | Sep 2025 |
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| Creative Planning | 55k | $1.6M | 10% | Dec 2025 |
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| Bnp Paribas Investment Partners | 55k | $1.6M | 100% | Dec 2025 |
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| Robeco Investment Management | 53k | $1.6M | -2% | Dec 2025 |
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| Brandywine Global Investment Management | 52k | $1.5M | -4% | Dec 2025 |
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| Wells Fargo & Company | 50k | $1.5M | 45% | Dec 2025 |
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| Swiss National Bank | 49k | $1.4M | 100% | Dec 2025 |
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| Squarepoint Ops | 48k | $1.4M | 3% | Dec 2025 |
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| Two Sigma Advisers | 48k | $1.2M | -47% | Sep 2025 |
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| Ieq Capital | 44k | $1.3M | 4% | Dec 2025 |
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| Sei Investments | 43k | $1.3M | 57% | Dec 2025 |
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| HPM Partners | 43k | $1.2M | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 41k | $1.2M | 23% | Dec 2025 |
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| Voloridge Investment Management | 39k | $1.1M | 40% | Dec 2025 |
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| Advisor Group Holdings | 38k | $1.1M | -16% | Dec 2025 |
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| Branch Banking & Trust Company | 37k | $1.1M | -3% | Dec 2025 |
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| Ohio Pers | 35k | $885k | 0% | Sep 2025 |
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| Point72 Asset Management | 35k | $1.0M | 100% | Dec 2025 |
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| Balyasny Asset Management | 34k | $848k | -30% | Sep 2025 |
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| Interval Partners | 32k | $947k | -39% | Dec 2025 |
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| Victory Capital Management | 32k | $945k | 0% | Dec 2025 |
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| Navellier & Associates | 31k | $915k | -27% | Dec 2025 |
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| LPL Financial | 30k | $890k | 55% | Dec 2025 |
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| Rhumbline Advisers | 30k | $879k | -9% | Dec 2025 |
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| New York State Common Retirement Fund | 29k | $849k | 339% | Dec 2025 |
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| Verdad Advisers | 29k | $842k | 100% | Dec 2025 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 27k | $803k | -23% | Dec 2025 |
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| SG Americas Securities | 27k | $802k | 0% | Dec 2025 |
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| State of Wisconsin Investment Board | 27k | $792k | -36% | Dec 2025 |
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| Sterling Capital Management | 26k | $765k | 0% | Dec 2025 |
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| Kestra Private Wealth Services | 26k | $755k | 6% | Dec 2025 |
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| California State Teachers Retirement System | 24k | $688k | 1318% | Dec 2025 |
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| XTX Topco | 23k | $669k | 15% | Dec 2025 |
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| Cambria Investment Management | 22k | $655k | 100% | Dec 2025 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 22k | $653k | -2% | Dec 2025 |
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| Integrated Quantitative Investments | 22k | $647k | 100% | Dec 2025 |
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| Russell Investments | 22k | $643k | -45% | Dec 2025 |
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| CWM | 22k | $641k | 8% | Dec 2025 |
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| Dynamic Technology Lab Private | 21k | $610k | -25% | Dec 2025 |
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| Graham Capital Management | 19k | $567k | 4% | Dec 2025 |
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| Legal & General Group | 19k | $566k | 705% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 19k | $551k | 12% | Dec 2025 |
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| Quantinno Capital Management | 19k | $549k | 24% | Dec 2025 |
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| Caxton Associates | 19k | $549k | 100% | Dec 2025 |
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| Bailard | 19k | $547k | 0% | Dec 2025 |
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| Stifel Financial | 18k | $522k | -3% | Dec 2025 |
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| Jump Financial | 18k | $511k | 100% | Dec 2025 |
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| Engineers Gate Manager | 17k | $509k | 100% | Dec 2025 |
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| ExodusPoint Capital Management | 17k | $491k | 100% | Dec 2025 |
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| Virginia Retirement System | 16k | $474k | 100% | Dec 2025 |
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| Aquatic Capital Management | 16k | $463k | 100% | Dec 2025 |
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| Ubs Global Asset Management Americas | 16k | $459k | 100% | Dec 2025 |
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| Ing Investment Management | 15k | $451k | 7% | Dec 2025 |
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| Wolverine Trading | 15k | $365k | 23% | Sep 2025 |
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| Mangrove Partners | 15k | $438k | 100% | Dec 2025 |
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| Harvest Investment Services | 14k | $422k | 100% | Dec 2025 |
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| Arp Americas | 14k | $407k | -3% | Dec 2025 |
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| O'shaughnessy Asset Management | 14k | $400k | -26% | Dec 2025 |
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| MetLife Investment Advisors | 13k | $383k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 13k | $365k | 2% | Dec 2025 |
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| Grantham, Mayo, Van Otterloo & Co | 12k | $361k | -7% | Dec 2025 |
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| Janney Montgomery Scott | 12k | $342k | 20% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 12k | $340k | 340% | Dec 2025 |
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| Mirae Asset Global Etfs Holdings | 11k | $335k | 10% | Dec 2025 |
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| Fragasso | 11k | $328k | 100% | Dec 2025 |
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| Alaska Retirement Management Board | 11k | $322k | 661% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 11k | $290k | 10% | Dec 2025 |
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| Cubist Systematic Strategies | 11k | $274k | -85% | Sep 2025 |
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| Man Group | 11k | $309k | 16% | Dec 2025 |
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| Zurcher Kantonalbank | 11k | $309k | 100% | Dec 2025 |
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| Legato Capital Management | 11k | $308k | 100% | Dec 2025 |
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| D. E. Shaw & Co | 11k | $264k | -78% | Sep 2025 |
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| State of Wyoming | 9.3k | $271k | -30% | Dec 2025 |
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| Jain Global | 9.2k | $269k | 100% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 9.2k | $268k | 100% | Dec 2025 |
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| Counterpoint Mutual Funds | 8.7k | $255k | -77% | Dec 2025 |
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| Intech Investment Management | 8.0k | $234k | -11% | Dec 2025 |
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| EP Wealth Advisors | 7.9k | $230k | 100% | Dec 2025 |
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| Verition Fund Management | 7.8k | $229k | -81% | Dec 2025 |
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| Quest Partners | 7.5k | $220k | 3% | Dec 2025 |
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| Manufacturers Life Insurance Company | 7.4k | $217k | 100% | Dec 2025 |
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| Klp Kapitalforvaltning As | 7.0k | $205k | 100% | Dec 2025 |
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| Arizona State Retirement System | 6.9k | $201k | 100% | Dec 2025 |
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| Police & Firemen's Retirement System of New Jersey | 6.5k | $191k | 0% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 6.2k | $181k | 15% | Dec 2025 |
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| Globeflex Capital | 5.9k | $173k | 100% | Dec 2025 |
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| Triumph Capital Management | 3.8k | $113k | 100% | Dec 2025 |
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| Meeder Asset Management | 3.5k | $103k | 100% | Dec 2025 |
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| Great-West Life Assurance Company | 3.2k | $93k | 100% | Dec 2025 |
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| Caitong International Asset Management | 2.9k | $85k | 3775% | Dec 2025 |
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| Atlantic Trust | 2.9k | $84k | 0% | Dec 2025 |
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| Summit Investment Advisors | 1.9k | $56k | 0% | Dec 2025 |
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| Group One Trading | 1.9k | $56k | -88% | Dec 2025 |
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| Harbour Investments | 1.7k | $50k | 100% | Dec 2025 |
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| Signature | 1.6k | $47k | 5% | Dec 2025 |
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| EverSource Wealth Advisors | 1.2k | $35k | 38% | Dec 2025 |
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| Covestor | 903.00 | $26k | -44% | Dec 2025 |
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| Tower Research Capital | 693.00 | $20k | -93% | Dec 2025 |
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| Royal Bank of Canada | 685.00 | $16k | -95% | Sep 2025 |
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| USA Financial Portformulas | 636.00 | $19k | -82% | Dec 2025 |
|
| SRS Capital Advisors | 59.00 | $1.7k | -99% | Dec 2025 |
|
Who sold out of Heritage Ins Hldgs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Y-Intercept | Sep 2025 | 39k | $984k |
| Sierra Summit Advisors | Sep 2025 | 38k | $960k |
| FJ Capital Management | Sep 2025 | 38k | $950k |
| GSA Capital Partners | Sep 2025 | 34k | $862k |
| Toroso Investments | Sep 2025 | 14k | $357k |
| Envestnet Asset Management | Sep 2025 | 13k | $333k |
| Cantor Fitzgerald, L. P. | Sep 2025 | 13k | $321k |
| Virtu Financial | Sep 2025 | 11k | $277k |
| Savant Capital Management | Sep 2025 | 11k | $268k |
| Martingale Asset Management | Sep 2025 | 10k | $254k |
| Capstone Investment Advisors | Sep 2025 | 8.9k | $224k |
| Optivise Advisory Services | Sep 2025 | 8.8k | $221k |
| Macquarie Group | Sep 2025 | 2.6k | $64k |
| Point72 | Jun 2025 | 1.4k | $35k |