Who owns Heritage Ins Hldgs?
- Ticker: HRTG
- CUSIP Number: 42727j102
Tip: Access positions for across all investors
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 | $58M | -1% | Mar 2026 |
|
| Vanguard Group | 1.9M | $55M | 14% | Dec 2025 |
|
| Dimensional Fund Advisors | 1.2M | $33M | 3% | Mar 2026 |
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| Vanguard Capital Management | 1.0M | $26M | 100% | Mar 2026 |
|
| American Century Companies | 927k | $27M | 4% | Dec 2025 |
|
| Vanguard Portfolio Management | 847k | $22M | 100% | Mar 2026 |
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| Geode Capital Management | 739k | $19M | 11% | Mar 2026 |
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| Connor, Clark & Lunn Investment Management | 551k | $15M | -5% | Mar 2026 |
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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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| Prudential Financial | 492k | $13M | -41% | Mar 2026 |
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| Assenagon Asset Management | 462k | $12M | 0% | Mar 2026 |
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| Pacific Ridge Capital Partners | 406k | $11M | 9% | Mar 2026 |
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| Acadian Asset Management | 387k | $10M | -18% | Mar 2026 |
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| Jacobs Levy Equity Management | 359k | $9.4M | 4% | Mar 2026 |
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| AQR Capital Management | 349k | $9.2M | -16% | Mar 2026 |
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| Goldman Sachs Group | 333k | $8.7M | 92% | Mar 2026 |
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| Qube Research & Technologies | 292k | $8.5M | 54% | Dec 2025 |
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| Morgan Stanley | 285k | $7.5M | 5% | Mar 2026 |
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| Two Sigma Investments | 275k | $7.2M | 229% | Mar 2026 |
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| Jane Street | 273k | $7.2M | 117% | Mar 2026 |
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| Charles Schwab Investment Management | 255k | $7.5M | 25% | Dec 2025 |
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| Bridgeway Capital Management | 249k | $7.3M | 3% | Dec 2025 |
|
| Northern Trust | 232k | $6.8M | 7% | Dec 2025 |
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| Invesco | 229k | $6.0M | 195% | Mar 2026 |
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| Susquehanna International | 217k | $6.3M | 28% | Dec 2025 |
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| Citadel Advisors | 205k | $5.4M | -33% | Mar 2026 |
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| UBS Group | 203k | $5.3M | -33% | Mar 2026 |
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| Bank of America Corporation | 195k | $5.1M | 100% | Mar 2026 |
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| Quartz Partners | 182k | $4.8M | -3% | Mar 2026 |
|
| Renaissance Technologies | 182k | $5.3M | -33% | Dec 2025 |
|
| Nuveen | 170k | $4.5M | 0% | Mar 2026 |
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| Segall Bryant & Hamill | 165k | $4.3M | -4% | Mar 2026 |
|
| Vanguard Fiduciary Trust | 156k | $4.1M | 100% | Mar 2026 |
|
| Franklin Resources | 156k | $4.1M | 72% | Mar 2026 |
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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 |
|
| Ameriprise Financial | 141k | $3.7M | -9% | Mar 2026 |
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| Trexquant Investment | 137k | $3.6M | -12% | Mar 2026 |
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| Arkadios Wealth Advisors | 135k | $3.5M | -2% | Mar 2026 |
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| Annis Gardner Whiting Capital Advisors | 127k | $3.3M | 65% | Mar 2026 |
|
| Peak6 | 119k | $3.1M | -25% | Mar 2026 |
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| FMR | 110k | $3.2M | 21% | Dec 2025 |
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| Citigroup | 109k | $2.9M | 100% | Mar 2026 |
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| Raymond James Financial | 103k | $3.0M | -2% | Dec 2025 |
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| Bank of New York Mellon | 102k | $2.7M | -5% | Mar 2026 |
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| Millennium Management | 91k | $2.4M | 90% | Mar 2026 |
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| First Trust Advisors | 87k | $2.3M | 6% | Mar 2026 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 86k | $2.5M | 100% | Dec 2025 |
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| Y-Intercept | 84k | $2.2M | 100% | Mar 2026 |
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| Alliancebernstein | 82k | $2.4M | 19% | Mar 2026 |
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| Squarepoint Ops | 79k | $2.1M | 64% | Mar 2026 |
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| Barclays | 64k | $1.9M | 14% | Dec 2025 |
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| Thomas Stevens, CFA" | 62k | $1.6M | -14% | Mar 2026 |
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| Sanctuary Advisors | 61k | $1.6M | -10% | Mar 2026 |
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| Instrumental Wealth | 60k | $1.6M | 0% | Mar 2026 |
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| CWM Advisors | 59k | $1.5M | 100% | Mar 2026 |
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| Hrt Financial | 58k | $1.5M | -66% | Mar 2026 |
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| Robeco Investment Management | 56k | $1.5M | 4% | Mar 2026 |
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| Bnp Paribas Investment Partners | 55k | $1.6M | 100% | Dec 2025 |
|
| HPM Partners | 52k | $1.4M | 23% | Mar 2026 |
|
| Brandywine Global Investment Management | 52k | $1.5M | -4% | Dec 2025 |
|
| GSA Capital Partners | 51k | $1.3M | 100% | Mar 2026 |
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| Tudor Investment Corporation | 50k | $1.3M | -73% | Mar 2026 |
|
| Swiss National Bank | 49k | $1.3M | 0% | Mar 2026 |
|
| Navellier & Associates | 47k | $1.2M | 51% | Mar 2026 |
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| Creative Planning | 45k | $1.2M | -17% | Mar 2026 |
|
| Ieq Capital | 44k | $1.3M | 4% | Dec 2025 |
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| Russell Investments | 42k | $1.1M | 93% | Mar 2026 |
|
| Vanguard Global Advisers | 39k | $1.0M | 100% | Mar 2026 |
|
| Advisor Group Holdings | 38k | $1.1M | -16% | Dec 2025 |
|
| Branch Banking & Trust Company | 37k | $976k | 0% | Mar 2026 |
|
| Ohio Pers | 35k | $1.0M | 0% | Dec 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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| Teacher Retirement System Of Texas | 31k | $818k | 100% | Mar 2026 |
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| Sei Investments | 30k | $799k | -30% | Mar 2026 |
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| Rhumbline Advisers | 30k | $792k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 29k | $761k | -30% | Mar 2026 |
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| Verdad Advisers | 29k | $842k | 100% | Dec 2025 |
|
| State of Wisconsin Investment Board | 27k | $792k | -36% | Dec 2025 |
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| Kestra Private Wealth Services | 26k | $691k | 2% | Mar 2026 |
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| Varcov | 25k | $663k | 100% | Mar 2026 |
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| Quantinno Capital Management | 24k | $624k | 27% | Mar 2026 |
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| Man Group | 24k | $620k | 124% | Mar 2026 |
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| California State Teachers Retirement System | 23k | $612k | -1% | Mar 2026 |
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| XTX Topco | 23k | $669k | 15% | Dec 2025 |
|
| Cambria Investment Management | 22k | $655k | 100% | Dec 2025 |
|
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 22k | $585k | 0% | Mar 2026 |
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| CWM | 22k | $641k | 8% | Dec 2025 |
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| SG Americas Securities | 21k | $559k | -22% | Mar 2026 |
|
| Deutsche Bank Aktiengesellschaft | 21k | $547k | 11% | Mar 2026 |
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| Dynamic Technology Lab Private | 21k | $545k | 0% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 20k | $523k | 27% | Mar 2026 |
|
| LPL Financial | 20k | $511k | -36% | Mar 2026 |
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| Eudaimonia Asset Management | 19k | $495k | -90% | Mar 2026 |
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| Caxton Associates | 19k | $549k | 100% | Dec 2025 |
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| Bailard | 19k | $490k | 0% | Mar 2026 |
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| Optimize Financial | 18k | $465k | 100% | Mar 2026 |
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| ALPS Advisors | 18k | $460k | 100% | Mar 2026 |
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| Jump Financial | 18k | $511k | 100% | Dec 2025 |
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| Stifel Financial | 17k | $457k | -3% | Mar 2026 |
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| Engineers Gate Manager | 17k | $509k | 100% | Dec 2025 |
|
| Campbell & Co. Investment Adviser | 17k | $450k | 100% | Mar 2026 |
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| Sterling Capital Management | 17k | $436k | -37% | Mar 2026 |
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| Legal & General Group | 17k | $434k | -15% | Mar 2026 |
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| Vanguard Asset Management | 17k | $433k | 100% | Mar 2026 |
|
| Virginia Retirement System | 16k | $474k | 100% | Dec 2025 |
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| Graham Capital Management | 16k | $407k | -20% | Mar 2026 |
|
| Ing Investment Management | 15k | $403k | 0% | Mar 2026 |
|
| Janney Montgomery Scott | 15k | $400k | 30% | Mar 2026 |
|
| Fragasso | 15k | $405k | 36% | Mar 2026 |
|
| Mangrove Partners | 15k | $438k | 100% | Dec 2025 |
|
| Harvest Investment Services | 14k | $422k | 100% | Dec 2025 |
|
| Brevan Howard Capital Management | 14k | $376k | 100% | Mar 2026 |
|
| Toroso Investments | 14k | $371k | 100% | Mar 2026 |
|
| MetLife Investment Advisors | 13k | $383k | 0% | Dec 2025 |
|
| Envestnet Asset Management | 13k | $343k | 100% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 13k | $337k | 3% | Mar 2026 |
|
| Zurcher Kantonalbank | 13k | $333k | 20% | Mar 2026 |
|
| Grantham, Mayo, Van Otterloo & Co | 12k | $324k | 0% | Mar 2026 |
|
| Henderson Group | 12k | $318k | 100% | Mar 2026 |
|
| Counterpoint Mutual Funds | 12k | $311k | 36% | Mar 2026 |
|
| Mirae Asset Global Etfs Holdings | 12k | $303k | 1% | Mar 2026 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 11k | $296k | 23% | Mar 2026 |
|
| Bleakley Financial Group | 11k | $295k | 100% | Mar 2026 |
|
| Alaska Retirement Management Board | 11k | $290k | 0% | Mar 2026 |
|
| Moran Wealth Management | 11k | $289k | 100% | Mar 2026 |
|
| O'shaughnessy Asset Management | 10k | $265k | -26% | Mar 2026 |
|
| Swiss Life Asset Management | 10k | $344k | 100% | Mar 2026 |
|
| Wells Fargo & Company | 9.9k | $259k | -80% | Mar 2026 |
|
| Aquatic Capital Management | 9.5k | $250k | -40% | Mar 2026 |
|
| State of Wyoming | 9.5k | $248k | 2% | Mar 2026 |
|
| Magnetar Financial | 9.3k | $244k | -29% | Mar 2026 |
|
| EP Wealth Advisors | 7.8k | $206k | 0% | Mar 2026 |
|
| Verition Fund Management | 7.8k | $229k | -81% | Dec 2025 |
|
| Klp Kapitalforvaltning As | 7.0k | $184k | 0% | Mar 2026 |
|
| Vanguard Investments Australia | 6.6k | $174k | 100% | Mar 2026 |
|
| New York State Common Retirement Fund | 6.6k | $173k | -77% | Mar 2026 |
|
| Police & Firemen's Retirement System of New Jersey | 6.5k | $171k | 0% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 6.1k | $159k | -2% | Mar 2026 |
|
| Globeflex Capital | 5.9k | $155k | 0% | Mar 2026 |
|
| Triumph Capital Management | 4.2k | $112k | 10% | Mar 2026 |
|
| Meeder Asset Management | 3.5k | $93k | 0% | Mar 2026 |
|
| Great-West Life Assurance Company | 3.2k | $93k | 100% | Dec 2025 |
|
| Atlantic Trust | 2.9k | $84k | 0% | Dec 2025 |
|
| Essential Partners | 2.3k | $61k | -1% | Mar 2026 |
|
| IFP Advisors | 1.9k | $51k | 247% | Mar 2026 |
|
| Summit Investment Advisors | 1.9k | $50k | 0% | Mar 2026 |
|
| Union Bankshares | 1.9k | $50k | 100% | Mar 2026 |
|
| Caitong International Asset Management | 1.6k | $41k | -46% | Mar 2026 |
|
| Tower Research Capital | 693.00 | $20k | -93% | Dec 2025 |
|