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
Download as csv
Download as Excel
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 |
|
| Dimensional Fund Advisors | 1.2M | $33M | 3% | Mar 2026 |
|
| Vanguard Capital Management | 1.0M | $26M | 100% | Mar 2026 |
|
| American Century Companies | 989k | $26M | 7% | Mar 2026 |
|
| Vanguard Portfolio Management | 847k | $22M | 100% | Mar 2026 |
|
| Geode Capital Management | 739k | $19M | 11% | Mar 2026 |
|
| Connor, Clark & Lunn Investment Management | 551k | $15M | -5% | Mar 2026 |
|
| State Street Corporation | 525k | $14M | 3% | Mar 2026 |
|
| Prudential Financial | 492k | $13M | -41% | Mar 2026 |
|
| Pacific Ridge Capital Partners | 406k | $11M | 9% | Mar 2026 |
|
| Acadian Asset Management | 387k | $10M | -18% | Mar 2026 |
|
| Marshall Wace | 375k | $9.8M | -29% | Mar 2026 |
|
| Jacobs Levy Equity Management | 359k | $9.4M | 4% | Mar 2026 |
|
| AQR Capital Management | 349k | $9.2M | -16% | Mar 2026 |
|
| Goldman Sachs Group | 333k | $8.7M | 92% | Mar 2026 |
|
| Morgan Stanley | 285k | $7.5M | 5% | Mar 2026 |
|
| Two Sigma Investments | 275k | $7.2M | 229% | Mar 2026 |
|
| Jane Street | 273k | $7.2M | 117% | Mar 2026 |
|
| Assenagon Asset Management | 263k | $6.9M | -43% | Jun 2026 |
|
| Bridgeway Capital Management | 260k | $6.8M | 4% | Mar 2026 |
|
| Northern Trust | 241k | $6.3M | 4% | Mar 2026 |
|
| Charles Schwab Investment Management | 235k | $6.2M | -8% | Mar 2026 |
|
| Invesco | 229k | $6.0M | 195% | Mar 2026 |
|
| Qube Research & Technologies | 222k | $5.8M | -24% | Mar 2026 |
|
| Arrowstreet Capital, Limited Partnership | 219k | $5.7M | 53% | Mar 2026 |
|
| Citadel Advisors | 205k | $5.4M | -33% | Mar 2026 |
|
| UBS Group | 203k | $5.3M | -33% | Mar 2026 |
|
| Bank of America Corporation | 195k | $5.1M | 100% | Mar 2026 |
|
| Quartz Partners | 182k | $4.8M | -3% | Mar 2026 |
|
| Susquehanna International | 178k | $4.7M | -18% | Mar 2026 |
|
| Renaissance Technologies | 173k | $4.5M | -5% | Mar 2026 |
|
| Nuveen | 170k | $4.5M | 0% | Mar 2026 |
|
| Segall Bryant & Hamill | 165k | $4.3M | -4% | Mar 2026 |
|
| Empowered Funds | 162k | $4.3M | 7% | Mar 2026 |
|
| Vanguard Fiduciary Trust | 156k | $4.1M | 100% | Mar 2026 |
|
| Franklin Resources | 156k | $4.1M | 72% | Mar 2026 |
|
| Ameriprise Financial | 141k | $3.7M | -9% | Mar 2026 |
|
| Trexquant Investment | 137k | $3.6M | -12% | Mar 2026 |
|
| Arkadios Wealth Advisors | 135k | $3.5M | -2% | Mar 2026 |
|
| Annis Gardner Whiting Capital Advisors | 127k | $3.3M | 65% | Mar 2026 |
|
| FMR | 125k | $3.3M | 13% | Mar 2026 |
|
| Peak6 | 119k | $3.1M | -25% | Mar 2026 |
|
| Citigroup | 109k | $2.9M | 100% | Mar 2026 |
|
| Raymond James Financial | 103k | $2.7M | 0% | Mar 2026 |
|
| Bank of New York Mellon | 102k | $2.7M | -5% | Mar 2026 |
|
| Millennium Management | 91k | $2.4M | 90% | Mar 2026 |
|
| First Trust Advisors | 87k | $2.3M | 6% | Mar 2026 |
|
| Y-Intercept | 84k | $2.2M | 100% | Mar 2026 |
|
| Alliancebernstein | 82k | $2.4M | 19% | Mar 2026 |
|
| Squarepoint Ops | 79k | $2.1M | 64% | Mar 2026 |
|
| Thomas Stevens, CFA" | 62k | $1.6M | -14% | Mar 2026 |
|
| Sanctuary Advisors | 61k | $1.6M | -10% | Mar 2026 |
|
| Instrumental Wealth | 60k | $1.6M | 0% | Jun 2026 |
|
| CWM Advisors | 59k | $1.5M | 100% | Mar 2026 |
|
| Hrt Financial | 58k | $1.5M | -66% | Mar 2026 |
|
| Robeco Investment Management | 56k | $1.5M | 4% | Mar 2026 |
|
| Bnp Paribas Investment Partners | 55k | $1.4M | 0% | Mar 2026 |
|
| HPM Partners | 52k | $1.4M | 23% | Mar 2026 |
|
| XTX Topco | 52k | $1.4M | 127% | Mar 2026 |
|
| GSA Capital Partners | 51k | $1.3M | 100% | Mar 2026 |
|
| Advisor Group Holdings | 50k | $1.3M | 32% | Mar 2026 |
|
| 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 |
|
| Creative Planning | 45k | $1.2M | -17% | Mar 2026 |
|
| Russell Investments | 42k | $1.1M | 93% | Mar 2026 |
|
| Vanguard Global Advisers | 39k | $1.0M | 100% | Mar 2026 |
|
| Branch Banking & Trust Company | 37k | $976k | 0% | Mar 2026 |
|
| Ohio Pers | 35k | $923k | 0% | Mar 2026 |
|
| Interval Partners | 33k | $863k | 2% | Mar 2026 |
|
| Teacher Retirement System Of Texas | 31k | $818k | 100% | Mar 2026 |
|
| Victory Capital Management | 31k | $814k | -4% | Mar 2026 |
|
| Sei Investments | 30k | $799k | -30% | Mar 2026 |
|
| Ieq Capital | 30k | $794k | -31% | Mar 2026 |
|
| Rhumbline Advisers | 30k | $792k | 0% | Mar 2026 |
|
| Mariner Wealth Advisors | 29k | $761k | -30% | Mar 2026 |
|
| Verdad Advisers | 27k | $696k | -8% | Mar 2026 |
|
| Kestra Private Wealth Services | 26k | $691k | 2% | Mar 2026 |
|
| Cambria Investment Management | 26k | $687k | 17% | Mar 2026 |
|
| Barclays | 25k | $665k | -60% | Mar 2026 |
|
| Varcov | 25k | $663k | 100% | Mar 2026 |
|
| Quantinno Capital Management | 24k | $624k | 27% | Mar 2026 |
|
| Man Group | 24k | $620k | 124% | Mar 2026 |
|
| State of Wisconsin Investment Board | 24k | $616k | -13% | Mar 2026 |
|
| California State Teachers Retirement System | 23k | $612k | -1% | Mar 2026 |
|
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 22k | $585k | 0% | Mar 2026 |
|
| Jump Financial | 22k | $567k | 24% | Mar 2026 |
|
| SG Americas Securities | 21k | $559k | -22% | Mar 2026 |
|
| Deutsche Bank Aktiengesellschaft | 21k | $547k | 11% | Mar 2026 |
|
| Dynamic Technology Lab Private | 21k | $545k | 0% | Mar 2026 |
|
| CWM | 21k | $541k | -6% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 20k | $523k | 27% | Mar 2026 |
|
| LPL Financial | 20k | $511k | -36% | Mar 2026 |
|
| Eudaimonia Asset Management | 19k | $495k | -90% | Mar 2026 |
|
| Bailard | 19k | $490k | 0% | Mar 2026 |
|
| Optimize Financial | 18k | $465k | 100% | Mar 2026 |
|
| ALPS Advisors | 18k | $460k | 100% | Mar 2026 |
|
| Stifel Financial | 17k | $457k | -3% | Mar 2026 |
|
| Campbell & Co. Investment Adviser | 17k | $450k | 100% | Mar 2026 |
|
| Sterling Capital Management | 17k | $436k | -37% | Mar 2026 |
|
| Legal & General Group | 17k | $434k | -15% | Mar 2026 |
|
| Vanguard Asset Management | 17k | $433k | 100% | Mar 2026 |
|
| Graham Capital Management | 16k | $407k | -20% | Mar 2026 |
|
| Ing Investment Management | 15k | $403k | 0% | Mar 2026 |
|
| Fragasso | 15k | $398k | 0% | Jun 2026 |
|
| Janney Montgomery Scott | 15k | $400k | 30% | Mar 2026 |
|
| Brevan Howard Capital Management | 14k | $376k | 100% | Mar 2026 |
|
| Toroso Investments | 14k | $371k | 100% | Mar 2026 |
|
| MetLife Investment Advisors | 13k | $344k | 0% | Mar 2026 |
|
| 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 |
|
| Mangrove Partners | 11k | $289k | -26% | Mar 2026 |
|
| Simplex Trading | 11k | $280k | 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 |
|
| Engineers Gate Manager | 9.4k | $246k | -46% | Mar 2026 |
|
| Magnetar Financial | 9.3k | $244k | -29% | Mar 2026 |
|
| EP Wealth Advisors | 7.8k | $206k | 0% | Mar 2026 |
|
| 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 | $84k | 0% | Mar 2026 |
|
| 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 |
|
| Harbour Investments | 1.7k | $45k | 1% | Mar 2026 |
|
| Signature | 1.6k | $42k | 0% | Mar 2026 |
|
| Caitong International Asset Management | 1.6k | $41k | -46% | Mar 2026 |
|
| Tower Research Capital | 1.4k | $38k | 108% | Mar 2026 |
|
| Optiver Holding B.V. | 1.4k | $37k | 510% | Mar 2026 |
|
| Capital Advisors | 1.1k | $28k | 0% | Jun 2026 |
|
| Mcguire Capital Advisors | 1.1k | $28k | 0% | Mar 2026 |
|
| EverSource Wealth Advisors | 845.00 | $22k | -29% | Mar 2026 |
|