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 | 2.3M | $61M | 7% | Jun 2026 |
|
| Dimensional Fund Advisors | 1.3M | $34M | 5% | Jun 2026 |
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| American Century Companies | 1.1M | $28M | 8% | Jun 2026 |
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| Vanguard Capital Management | 1.0M | $26M | 1% | Jun 2026 |
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| Vanguard Portfolio Management | 949k | $25M | 12% | Jun 2026 |
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| Geode Capital Management | 750k | $20M | 1% | Jun 2026 |
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| Jane Street | 607k | $16M | 122% | Jun 2026 |
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| Connor, Clark & Lunn Investment Management | 554k | $14M | 0% | Jun 2026 |
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| State Street Corporation | 525k | $14M | 3% | Mar 2026 |
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| Pacific Ridge Capital Partners | 501k | $13M | 23% | Jun 2026 |
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| AQR Capital Management | 366k | $9.5M | 5% | Jun 2026 |
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| Two Sigma Investments | 360k | $9.4M | 31% | Jun 2026 |
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| Jacobs Levy Equity Management | 338k | $8.8M | -6% | Jun 2026 |
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| Citadel Advisors | 311k | $8.1M | 51% | Jun 2026 |
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| Nuveen | 304k | $7.9M | 79% | Jun 2026 |
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| Morgan Stanley | 285k | $7.5M | 5% | Mar 2026 |
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| Susquehanna International | 280k | $7.3M | 58% | Jun 2026 |
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| Assenagon Asset Management | 263k | $6.9M | -43% | Jun 2026 |
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| Bridgeway Capital Management | 260k | $6.8M | 0% | Jun 2026 |
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| Northern Trust | 251k | $6.6M | 4% | Jun 2026 |
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| Millennium Management | 248k | $6.5M | 174% | Jun 2026 |
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| Prudential Financial | 239k | $6.2M | -51% | Jun 2026 |
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| Bank of America Corporation | 233k | $6.1M | 20% | Jun 2026 |
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| Trexquant Investment | 193k | $5.0M | 41% | Jun 2026 |
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| Charles Schwab Investment Management | 192k | $5.0M | -18% | Jun 2026 |
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| Sixth Street Partners Management Company | 192k | $5.0M | 100% | Jun 2026 |
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| Quartz Partners | 189k | $4.9M | 4% | Jun 2026 |
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| Goldman Sachs Group | 174k | $4.5M | -48% | Jun 2026 |
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| Arrowstreet Capital, Limited Partnership | 167k | $4.4M | -23% | Jun 2026 |
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| Empowered Funds | 162k | $4.2M | 0% | Jun 2026 |
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| Segall Bryant & Hamill | 153k | $4.0M | -7% | Jun 2026 |
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| D. E. Shaw & Co | 151k | $3.9M | 100% | Jun 2026 |
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| Vanguard Fiduciary Trust | 151k | $3.9M | -3% | Jun 2026 |
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| Franklin Resources | 147k | $3.8M | -6% | Jun 2026 |
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| Annis Gardner Whiting Capital Advisors | 143k | $3.7M | 13% | Jun 2026 |
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| Arkadios Wealth Advisors | 141k | $3.7M | 5% | Jun 2026 |
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| FMR | 141k | $3.7M | 12% | Jun 2026 |
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| Point72 Asset Management | 131k | $3.4M | 100% | Jun 2026 |
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| Renaissance Technologies | 129k | $3.4M | -25% | Jun 2026 |
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| Qube Research & Technologies | 127k | $3.3M | -43% | Jun 2026 |
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| Alliancebernstein | 114k | $3.0M | 39% | Jun 2026 |
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| Bank of New York Mellon | 110k | $2.9M | 8% | Jun 2026 |
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| Citigroup | 109k | $2.9M | 100% | Mar 2026 |
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| Marshall Wace | 103k | $2.7M | -73% | Jun 2026 |
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| First Trust Advisors | 96k | $2.5M | 11% | Jun 2026 |
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| Balyasny Asset Management | 96k | $2.5M | 100% | Jun 2026 |
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| Y-Intercept | 89k | $2.3M | 5% | Jun 2026 |
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| UBS Group | 83k | $2.2M | -59% | Jun 2026 |
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| Algert Coldiron Investors | 82k | $2.1M | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 77k | $2.0M | 100% | Jun 2026 |
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| Picton Mahoney Asset Management | 73k | $1.9M | 100% | Jun 2026 |
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| Quantinno Capital Management | 72k | $1.9M | 203% | Jun 2026 |
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| Ameriprise Financial | 72k | $1.9M | -49% | Jun 2026 |
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| Hrt Financial | 70k | $1.8M | 22% | Jun 2026 |
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| Robeco Investment Management | 68k | $1.8M | 23% | Jun 2026 |
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| XTX Topco | 66k | $1.7M | 27% | Jun 2026 |
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| Instrumental Wealth | 60k | $1.6M | 0% | Jun 2026 |
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| HPM Partners | 59k | $1.5M | 14% | Jun 2026 |
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| ExodusPoint Capital Management | 54k | $1.4M | 100% | Jun 2026 |
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| Vanguard Global Advisers | 53k | $1.4M | 35% | Jun 2026 |
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| Creative Planning | 50k | $1.3M | 9% | Jun 2026 |
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| Victory Capital Management | 50k | $1.3M | 60% | Jun 2026 |
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| Swiss National Bank | 49k | $1.3M | 0% | Jun 2026 |
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| Brevan Howard Capital Management | 47k | $1.2M | 226% | Jun 2026 |
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| Invesco | 44k | $1.1M | -81% | Jun 2026 |
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| CI Private Wealth | 42k | $1.1M | 100% | Jun 2026 |
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| State of Wisconsin Investment Board | 38k | $997k | 63% | Jun 2026 |
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| Engineers Gate Manager | 38k | $996k | 308% | Jun 2026 |
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| Cambria Investment Management | 38k | $979k | 43% | Jun 2026 |
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| Sierra Summit Advisors | 37k | $963k | 100% | Jun 2026 |
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| Fox Run Management | 37k | $961k | 100% | Jun 2026 |
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| Virginia Retirement System | 37k | $960k | 0% | Jun 2026 |
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| Ohio Pers | 35k | $917k | 0% | Jun 2026 |
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| Tudor Investment Corporation | 35k | $913k | -30% | Jun 2026 |
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| Mariner Wealth Advisors | 35k | $908k | 20% | Jun 2026 |
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| Russell Investments | 33k | $870k | -21% | Jun 2026 |
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| Rhumbline Advisers | 33k | $853k | 8% | Jun 2026 |
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| Navellier & Associates | 33k | $850k | -31% | Jun 2026 |
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| Peak6 | 32k | $844k | -73% | Jun 2026 |
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| California State Teachers Retirement System | 32k | $842k | 38% | Jun 2026 |
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| Acadian Asset Management | 29k | $760k | -92% | Jun 2026 |
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| Verdad Advisers | 29k | $745k | 8% | Jun 2026 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 27k | $709k | 22% | Jun 2026 |
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| Polymer Capital Management | 25k | $658k | 100% | Jun 2026 |
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| Deutsche Bank Aktiengesellschaft | 25k | $658k | 21% | Jun 2026 |
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| Barclays | 24k | $635k | -4% | Jun 2026 |
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| Man Group | 24k | $616k | 0% | Jun 2026 |
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| Varcov | 22k | $585k | -11% | Jun 2026 |
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| Wells Fargo & Company | 21k | $553k | 115% | Jun 2026 |
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| Numerai GP | 21k | $546k | 100% | Jun 2026 |
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| CWM | 21k | $541k | -6% | Mar 2026 |
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| Legal & General Group | 20k | $514k | 19% | Jun 2026 |
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| Advisor Group Holdings | 19k | $500k | -62% | Jun 2026 |
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| Ubs Global Asset Management Americas | 19k | $497k | -5% | Jun 2026 |
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| Ieq Capital | 19k | $494k | -37% | Jun 2026 |
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| T. Rowe Price Associates | 19k | $495k | 38% | Mar 2026 |
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| Bailard | 19k | $487k | 0% | Jun 2026 |
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| ALPS Advisors | 18k | $463k | 1% | Jun 2026 |
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| Optimize Financial | 18k | $461k | 0% | Jun 2026 |
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| Freestone Grove Partners | 17k | $450k | 100% | Jun 2026 |
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| SG Americas Securities | 17k | $449k | -19% | Jun 2026 |
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| Stifel Financial | 17k | $446k | -2% | Jun 2026 |
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| Vanguard Asset Management | 17k | $430k | 0% | Jun 2026 |
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| Ing Investment Management | 16k | $418k | 4% | Jun 2026 |
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| Dynamic Technology Lab Private | 16k | $410k | -24% | Jun 2026 |
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| Fragasso | 15k | $398k | 0% | Jun 2026 |
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| GSA Capital Partners | 15k | $396k | -70% | Jun 2026 |
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| Branch Banking & Trust Company | 15k | $393k | -59% | Jun 2026 |
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| MetLife Investment Advisors | 14k | $359k | 5% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 13k | $348k | 19% | Jun 2026 |
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| Envestnet Asset Management | 13k | $340k | 0% | Jun 2026 |
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| Jupiter Topco | 12k | $316k | 100% | Jun 2026 |
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| Henderson Group | 12k | $318k | 100% | Mar 2026 |
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| Counterpoint Mutual Funds | 12k | $311k | 36% | Mar 2026 |
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| Cambridge Investment Research Advisors | 12k | $306k | -9% | Jun 2026 |
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| Voleon Capital Management | 12k | $304k | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 12k | $326k | 100% | Jun 2026 |
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| Mirae Asset Global Etfs Holdings | 11k | $298k | -1% | Jun 2026 |
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| LPL Financial | 11k | $294k | -42% | Jun 2026 |
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| Squarepoint Ops | 11k | $292k | -86% | Jun 2026 |
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| Alaska Retirement Management Board | 11k | $288k | 0% | Jun 2026 |
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| Norden Group | 11k | $283k | 100% | Jun 2026 |
|
| New York State Common Retirement Fund | 11k | $282k | 64% | Jun 2026 |
|
| Klp Kapitalforvaltning As | 11k | $282k | 54% | Jun 2026 |
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| Mercer Global Advisors | 11k | $277k | 100% | Jun 2026 |
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| Hsbc Holdings | 10k | $272k | 100% | Jun 2026 |
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| Vise Technologies | 9.5k | $247k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 8.8k | $228k | -13% | Jun 2026 |
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| Magnetar Financial | 8.5k | $222k | -8% | Jun 2026 |
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| Graham Capital Management | 8.3k | $216k | -47% | Jun 2026 |
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| State of Wyoming | 8.1k | $210k | -15% | Jun 2026 |
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| Drive Wealth Management | 8.0k | $209k | 100% | Jun 2026 |
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| Vanguard Investments Australia | 6.6k | $173k | 0% | Jun 2026 |
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| Police & Firemen's Retirement System of New Jersey | 6.5k | $170k | 0% | Jun 2026 |
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| Zurcher Kantonalbank | 6.3k | $163k | -51% | Jun 2026 |
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| Aquatic Capital Management | 6.2k | $161k | -35% | Jun 2026 |
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| Mitsubishi UFJ Trust & Banking Corp | 5.4k | $141k | 100% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 4.8k | $124k | -22% | Jun 2026 |
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| SRS Capital Advisors | 4.7k | $122k | 6793% | Jun 2026 |
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| Triumph Capital Management | 4.2k | $112k | 10% | Mar 2026 |
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| Meeder Asset Management | 3.5k | $92k | 0% | Jun 2026 |
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| Great-West Life Assurance Company | 3.2k | $83k | 0% | Jun 2026 |
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| Larson Financial Group | 2.7k | $72k | 358% | Jun 2026 |
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| NISA Investment Advisors | 2.4k | $62k | 258% | Jun 2026 |
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| Summit Investment Advisors | 2.2k | $59k | 17% | Jun 2026 |
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| Union Bankshares | 1.9k | $50k | 0% | Jun 2026 |
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| Pinnacle Holdings | 1.8k | $48k | 100% | Jun 2026 |
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| Signature | 1.5k | $40k | -5% | Jun 2026 |
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| IFP Advisors | 1.4k | $36k | -29% | Jun 2026 |
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| Optiver Holding B.V. | 1.3k | $35k | -5% | Jun 2026 |
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| Harbour Investments | 1.2k | $32k | -29% | Jun 2026 |
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| Thomas Stevens, CFA" | 1.2k | $31k | -98% | Jun 2026 |
|
| Tower Research Capital | 1.1k | $27k | -27% | Jun 2026 |
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| Caitong International Asset Management | 1.0k | $27k | -34% | Jun 2026 |
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| Sterling Capital Management | 499.00 | $13k | -97% | Jun 2026 |
|
| Bnp Paribas Investment Partners | 415.00 | $11k | -99% | Jun 2026 |
|
| Essential Partners | 392.00 | $10k | -83% | Jun 2026 |
|
Who sold out of Heritage Ins Hldgs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Raymond James Financial | Mar 2026 | 103k | $2.7M |
| Sanctuary Advisors | Mar 2026 | 61k | $1.6M |
| CWM Advisors | Mar 2026 | 59k | $1.5M |
| Interval Partners | Mar 2026 | 33k | $863k |
| Teacher Retirement System Of Texas | Mar 2026 | 31k | $818k |
| Sei Investments | Mar 2026 | 30k | $799k |
| Kestra Private Wealth Services | Mar 2026 | 26k | $691k |
| Jump Financial | Mar 2026 | 22k | $567k |
| Eudaimonia Asset Management | Mar 2026 | 19k | $495k |
| Campbell & Co. Investment Adviser | Mar 2026 | 17k | $450k |
| Janney Montgomery Scott | Mar 2026 | 15k | $400k |
| Toroso Investments | Mar 2026 | 14k | $371k |
| Grantham, Mayo, Van Otterloo & Co | Mar 2026 | 12k | $324k |
| Bleakley Financial Group | Mar 2026 | 11k | $295k |
| Moran Wealth Management | Mar 2026 | 11k | $289k |
| Mangrove Partners | Mar 2026 | 11k | $289k |
| Simplex Trading | Mar 2026 | 11k | $280k |
| Swiss Life Asset Management | Mar 2026 | 10k | $344k |
| EP Wealth Advisors | Mar 2026 | 7.8k | $206k |
| Globeflex Capital | Mar 2026 | 5.9k | $155k |