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 | 1.9M | $49M | 3% | Sep 2025 |
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| Vanguard Group | 1.6M | $42M | 9% | Sep 2025 |
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| Dimensional Fund Advisors | 1.3M | $32M | -11% | Sep 2025 |
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| Marshall Wace | 1.0M | $26M | 9% | Sep 2025 |
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| American Century Companies | 889k | $22M | 12% | Sep 2025 |
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| Prudential Financial | 692k | $17M | 80% | Sep 2025 |
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| Geode Capital Management | 631k | $16M | 22% | Sep 2025 |
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| Connor, Clark & Lunn Investment Management | 626k | $16M | -3% | Sep 2025 |
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| Assenagon Asset Management | 462k | $12M | 224% | Sep 2025 |
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| Pacific Ridge Capital Partners | 459k | $12M | 27% | Sep 2025 |
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| Acadian Asset Management | 458k | $12M | -13% | Sep 2025 |
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| State Street Corporation | 456k | $12M | 1% | Sep 2025 |
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| Jacobs Levy Equity Management | 424k | $11M | -9% | Sep 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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| Morgan Stanley | 346k | $8.6M | 100% | Jun 2025 |
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| UBS Group | 290k | $7.3M | 19% | Sep 2025 |
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| Renaissance Technologies | 272k | $6.9M | -27% | Sep 2025 |
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| Millennium Management | 252k | $6.4M | 9% | Sep 2025 |
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| Arrowstreet Capital, Limited Partnership | 243k | $6.1M | -54% | Sep 2025 |
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| Bridgeway Capital Management | 241k | $6.1M | -13% | Sep 2025 |
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| Jane Street | 219k | $5.5M | 163% | Sep 2025 |
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| Northern Trust | 218k | $5.5M | -1% | Sep 2025 |
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| Charles Schwab Investment Management | 204k | $5.1M | 206% | Sep 2025 |
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| Qube Research & Technologies | 190k | $4.8M | 6% | Sep 2025 |
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| Tudor Investment Corporation | 186k | $4.7M | 0% | Sep 2025 |
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| Segall Bryant & Hamill | 175k | $4.4M | -6% | Sep 2025 |
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| Quartz Partners | 173k | $4.3M | 20% | Sep 2025 |
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| Susquehanna International | 169k | $4.3M | 31% | Sep 2025 |
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| Peak6 | 156k | $3.9M | 1820% | Sep 2025 |
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| Ameriprise Financial | 154k | $3.9M | -36% | Sep 2025 |
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| Trexquant Investment | 153k | $3.8M | 54% | Sep 2025 |
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| Empowered Funds | 143k | $3.6M | 9% | Sep 2025 |
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| Eudaimonia Asset Management | 140k | $3.5M | -21% | Sep 2025 |
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| Arkadios Wealth Advisors | 128k | $3.2M | 11% | Sep 2025 |
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| Hrt Financial | 125k | $3.1M | 1119% | Sep 2025 |
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| Goldman Sachs Group | 125k | $3.1M | 1% | Sep 2025 |
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| Bank of New York Mellon | 117k | $2.9M | -4% | Sep 2025 |
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| Raymond James Financial | 104k | $2.6M | -7% | Sep 2025 |
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| FMR | 91k | $2.3M | 4% | Sep 2025 |
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| Franklin Resources | 81k | $2.0M | 132% | Sep 2025 |
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| Two Sigma Investments | 80k | $2.0M | -16% | Sep 2025 |
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| Annis Gardner Whiting Capital Advisors | 77k | $1.9M | 514% | Sep 2025 |
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| Alliancebernstein | 74k | $1.9M | 0% | Sep 2025 |
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| First Trust Advisors | 72k | $1.8M | -3% | Sep 2025 |
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| Jpmorgan Chase & Co | 65k | $1.6M | 447% | Sep 2025 |
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| Principal Financial Group | 65k | $1.6M | 202% | Sep 2025 |
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| Nuveen | 60k | $1.5M | 5% | Sep 2025 |
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| Instrumental Wealth | 60k | $1.4M | 116% | Sep 2025 |
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| AXA Investment Managers | 58k | $1.5M | 100% | Sep 2025 |
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| Thomas Stevens, CFA" | 57k | $1.4M | -3% | Sep 2025 |
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| Barclays | 56k | $1.4M | -9% | Sep 2025 |
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| Robeco Investment Management | 54k | $1.4M | 20% | Sep 2025 |
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| Brandywine Global Investment Management | 54k | $1.3M | -3% | Sep 2025 |
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| Interval Partners | 53k | $1.3M | 100% | Sep 2025 |
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| Invesco | 52k | $1.3M | -87% | Sep 2025 |
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| Creative Planning | 50k | $1.3M | 32% | Sep 2025 |
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| Two Sigma Advisers | 48k | $1.2M | -47% | Sep 2025 |
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| Squarepoint Ops | 47k | $1.2M | 100% | Sep 2025 |
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| Advisor Group Holdings | 45k | $1.1M | 68% | Sep 2025 |
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| Navellier & Associates | 43k | $1.1M | 46% | Sep 2025 |
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| State of Wisconsin Investment Board | 42k | $1.1M | 94% | Sep 2025 |
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| Ieq Capital | 42k | $1.1M | 5% | Sep 2025 |
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| Verition Fund Management | 41k | $1.0M | 12% | Sep 2025 |
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| Russell Investments | 40k | $1000k | -68% | Sep 2025 |
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| Y-Intercept | 39k | $984k | 100% | Sep 2025 |
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| Branch Banking & Trust Company | 38k | $964k | -5% | Sep 2025 |
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| Sierra Summit Advisors | 38k | $960k | 100% | Sep 2025 |
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| FJ Capital Management | 38k | $950k | 100% | Sep 2025 |
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| Counterpoint Mutual Funds | 37k | $938k | -63% | Sep 2025 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 36k | $899k | 24% | Sep 2025 |
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| Ohio Pers | 35k | $885k | 0% | Sep 2025 |
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| Wells Fargo & Company | 34k | $864k | 52% | Sep 2025 |
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| GSA Capital Partners | 34k | $862k | 5% | Sep 2025 |
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| Balyasny Asset Management | 34k | $848k | -30% | Sep 2025 |
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| Mariner Wealth Advisors | 34k | $843k | 38% | Sep 2025 |
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| Rhumbline Advisers | 33k | $831k | 0% | Sep 2025 |
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| Victory Capital Management | 32k | $813k | -2% | Sep 2025 |
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| Dynamic Technology Lab Private | 28k | $699k | 100% | Sep 2025 |
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| Sei Investments | 28k | $696k | 35% | Sep 2025 |
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| Voloridge Investment Management | 28k | $693k | -38% | Sep 2025 |
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| SG Americas Securities | 27k | $687k | 264% | Sep 2025 |
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| Sterling Capital Management | 26k | $656k | 1% | Sep 2025 |
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| Kestra Private Wealth Services | 24k | $611k | 100% | Sep 2025 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 23k | $572k | 0% | Sep 2025 |
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| CWM | 20k | $509k | 40% | Sep 2025 |
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| XTX Topco | 20k | $501k | -32% | Sep 2025 |
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| LPL Financial | 20k | $494k | -67% | Sep 2025 |
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| Bailard | 19k | $470k | -25% | Sep 2025 |
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| Graham Capital Management | 19k | $468k | 26% | Sep 2025 |
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| O'shaughnessy Asset Management | 18k | $464k | -4% | Sep 2025 |
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| Stifel Financial | 18k | $463k | -2% | Sep 2025 |
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| Deutsche Bank Aktiengesellschaft | 17k | $422k | 15% | Sep 2025 |
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| Group One Trading | 16k | $395k | 100% | Sep 2025 |
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| Quantinno Capital Management | 15k | $380k | 56% | Sep 2025 |
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| Wolverine Trading | 15k | $365k | 23% | Sep 2025 |
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| Ing Investment Management | 15k | $364k | -17% | Sep 2025 |
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| Arp Americas | 14k | $363k | 100% | Sep 2025 |
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| Toroso Investments | 14k | $357k | 1% | Sep 2025 |
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| Grantham, Mayo, Van Otterloo & Co | 13k | $334k | 0% | Sep 2025 |
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| Envestnet Asset Management | 13k | $333k | 100% | Sep 2025 |
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| State of Wyoming | 13k | $333k | -52% | Sep 2025 |
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| MetLife Investment Advisors | 13k | $330k | 0% | Sep 2025 |
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| Cantor Fitzgerald, L. P. | 13k | $321k | 16% | Sep 2025 |
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| Cambridge Investment Research Advisors | 12k | $309k | 23% | Sep 2025 |
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| Virtu Financial | 11k | $277k | 100% | Sep 2025 |
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| Cubist Systematic Strategies | 11k | $274k | -85% | Sep 2025 |
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| Savant Capital Management | 11k | $268k | 1% | Sep 2025 |
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| D. E. Shaw & Co | 11k | $264k | -78% | Sep 2025 |
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| Mirae Asset Global Etfs Holdings | 10k | $262k | -15% | Sep 2025 |
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| Tower Research Capital | 10k | $258k | 23% | Sep 2025 |
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| Martingale Asset Management | 10k | $254k | -67% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 10k | $253k | 100% | Sep 2025 |
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| Janney Montgomery Scott | 9.7k | $245k | -4% | Sep 2025 |
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| Man Group | 9.1k | $229k | -11% | Sep 2025 |
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| Intech Investment Management | 9.0k | $227k | -11% | Sep 2025 |
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| Capstone Investment Advisors | 8.9k | $224k | 100% | Sep 2025 |
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| Optivise Advisory Services | 8.8k | $221k | 100% | Sep 2025 |
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| Quest Partners | 7.3k | $183k | 123% | Sep 2025 |
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| New York State Common Retirement Fund | 6.6k | $166k | 0% | Sep 2025 |
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| Police & Firemen's Retirement System of New Jersey | 6.5k | $164k | 100% | Sep 2025 |
|
| SRS Capital Advisors | 5.8k | $147k | 864% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 5.4k | $135k | 77% | Sep 2025 |
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| Triumph Capital Management | 3.5k | $88k | 100% | Sep 2025 |
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| USA Financial Portformulas | 3.5k | $88k | 255% | Sep 2025 |
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| Atlantic Trust | 2.9k | $72k | 0% | Sep 2025 |
|
| Thurston, Springer, Miller, Herd & Titak | 2.6k | $67k | 100% | Sep 2025 |
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| Macquarie Group | 2.6k | $64k | 100% | Sep 2025 |
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| Legal & General Group | 2.4k | $61k | 0% | Sep 2025 |
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| Summit Investment Advisors | 1.9k | $48k | -15% | Sep 2025 |
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| California State Teachers Retirement System | 1.7k | $42k | 0% | Sep 2025 |
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| Covestor | 1.6k | $41k | -48% | Sep 2025 |
|
| Signature | 1.5k | $39k | 0% | Sep 2025 |
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| Alaska Retirement Management Board | 1.5k | $36k | 100% | Sep 2025 |
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| NISA Investment Advisors | 1.1k | $28k | 0% | Sep 2025 |
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| Capital Advisors | 1.1k | $27k | 0% | Sep 2025 |
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| Financial Management Professionals | 1.0k | $26k | 100% | Sep 2025 |
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| Advisory Services Network | 990.00 | $25k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 859.00 | $22k | -7% | Sep 2025 |
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| Quantbot Technologies | 796.00 | $20k | 100% | Sep 2025 |
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| Amalgamated Bank | 791.00 | $20k | 0% | Sep 2025 |
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| Principal Securities | 750.00 | $19k | 275% | Sep 2025 |
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| Royal Bank of Canada | 685.00 | $16k | -95% | Sep 2025 |
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| Goss Wealth Management | 677.00 | $17k | -1% | Sep 2025 |
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| Federated Investors | 676.00 | $17k | -12% | Sep 2025 |
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| Hanson McClain Advisors | 551.00 | $14k | 572% | Sep 2025 |
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| National Bank Of Canada /fi/ | 525.00 | $13k | 67% | Sep 2025 |
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| Quarry | 523.00 | $13k | 23% | Sep 2025 |
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| Hartland & Co | 504.00 | $13k | 31% | Sep 2025 |
|
| Aster Capital Management | 481.00 | $12k | 100% | Sep 2025 |
|
| Point72 Asia | 178.00 | $4.5k | -83% | Sep 2025 |
|
Who sold out of Heritage Ins Hldgs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| ExodusPoint Capital Management | Jun 2025 | 31k | $763k |
| Susquehanna Fundamental Investments | Jun 2025 | 29k | $719k |
| Scotia Capital | Jun 2025 | 27k | $667k |
| Fox Run Management | Jun 2025 | 23k | $569k |
| Engineers Gate Manager | Jun 2025 | 22k | $540k |
| Walleye Trading Advisors | Jun 2025 | 19k | $470k |
| Nebula Research & Development | Jun 2025 | 14k | $348k |
| Aquatic Capital Management | Jun 2025 | 14k | $342k |
| Winton Capital | Jun 2025 | 13k | $313k |
| State of Tennessee, Treasury Department | Jun 2025 | 12k | $300k |
| Change Path | Jun 2025 | 12k | $286k |
| Kingsview Wealth Management | Jun 2025 | 11k | $281k |
| Moran Wealth Management | Jun 2025 | 10k | $257k |
| Harbor Group | Jun 2025 | 9.5k | $237k |
| Us Bancorp | Jun 2025 | 8.2k | $205k |
| Manufacturers Life Insurance Company | Jun 2025 | 8.2k | $205k |
| Point72 Asset Management | Jun 2025 | 3.8k | $95k |
| Point72 | Jun 2025 | 1.4k | $35k |
| Flaharty Asset Management | Mar 2025 | 1.3k | $19k |
| Ridgewood Investments | Jun 2025 | 1.0k | $25k |
| Meeder Asset Management | Jun 2025 | 994.00 | $25k |
| White Bay PT | Jun 2025 | 689.00 | $17k |