Heritage Insurance Ownership | Who Owns Heritage Insurance?

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Heritage Insurance Ownership Summary

Heritage Insurance is owned by 48.35% institutional investors, 26.84% insiders, and 24.81% retail investors. Blackrock is the largest institutional shareholder, holding 5.83% of HRTG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.36% of its assets in Heritage Insurance shares.

HRTG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heritage Insurance	48.35%	26.84%	24.81%
Sector	Financial Services Stocks	43.16%	12.55%	44.29%
Industry	Property & Casualty Insurance Stocks	59.21%	11.75%	29.03%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.77M	5.83%	$12.53M
Dimensional fund advisors lp	1.41M	4.66%	$10.02M
Vanguard group	1.26M	4.15%	$8.93M
Pacific ridge capital partners	660.27K	2.17%	$4.67M
Marshall wace, llp	560.35K	1.84%	$3.97M
Geode capital management	533.86K	1.76%	$3.78M
Renaissance	436.10K	1.44%	$3.09M
American century companies	432.73K	1.42%	$3.06M
Acadian asset management	410.51K	1.35%	$2.90M
Kennedy capital management	382.38K	1.26%	$2.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacific ridge capital partners	660.27K	1.12%	$4.67M
Verdad advisers, lp	55.00K	0.45%	$389.40K
Instrumental wealth	27.79K	0.22%	$210.93K
Kennedy capital management	382.38K	0.06%	$2.71M
Clarivest asset management	61.40K	0.04%	$434.68K
Bridgeway capital management	264.96K	0.04%	$1.88M
Gsa capital partners llp	83.14K	0.04%	$589.00K
Y-intercept (hong kong)	70.05K	0.03%	$495.97K
Empowered funds	104.06K	0.01%	$736.73K
Susquehanna fundamental investments	74.77K	0.01%	$529.39K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.77M	0.00%	1.14M
Kennedy capital management	382.38K	0.06%	320.14K
Acadian asset management	410.51K	0.01%	284.71K
Geode capital management	533.86K	0.00%	278.42K
Nuveen asset management	250.46K	0.00%	250.46K

Top Sellers

Holder	Shares	% Assets	Change
Driehaus capital management	-	-	-1.26M
Invesco	131.21K	0.00%	-615.67K
Millennium management	192.29K	0.00%	-361.51K
Arrowstreet capital, limited partnership	75.87K	0.00%	-353.39K
Franklin resources	75.29K	0.00%	-272.50K

New Positions

Holder	Shares	% Assets	Change	Value
Nuveen asset management	250.46K	0.00%	250.46K	$1.77M
Gsa capital partners llp	83.14K	0.04%	83.14K	$589.00K
Boston partners	71.26K	0.00%	71.26K	$504.54K
Verdad advisers, lp	55.00K	0.45%	55.00K	$389.40K
Sei investments	14.36K	0.00%	14.36K	$101.70K

Sold Out

Holder	Change
Financial gravity asset management	-20.00
Toth financial advisory	-100.00
Steward partners investment advisory	-250.00
Wr wealth planners	-300.00
Simplex trading	-633.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	106	9.28%	14,687,083	-0.18%	48	1.61%	58	9.43%	32	3.23%
Mar 31, 2024	97	8.99%	14,713,675	4.31%	54	1.97%	53	-	31	40.91%
Dec 31, 2023	89	2.30%	14,105,620	42.94%	52	3.55%	53	8.16%	22	15.79%
Sep 30, 2023	87	17.57%	9,868,492	22.60%	38	3.89%	49	22.50%	19	5.56%
Jun 30, 2023	74	8.82%	8,049,607	1.64%	31	3.28%	40	17.65%	18	28.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	725.15K	2.36%	-
Invesco Dorsey Wright SmallCap Momt ETF	692.46K	2.26%	-
Pacific Ridge Capital Ptnrs Micro Cp Val	611.83K	1.99%	-198.79K
iShares Russell 2000 ETF	611.32K	1.99%	-1.37K
Avantis US Small Cap Value ETF	447.55K	1.46%	-
Vanguard Institutional Extnd Mkt Idx Tr	339.26K	1.11%	-32.32K
Kennedy Micro Cap	280.87K	0.92%	280.87K
Fidelity Small Cap Index	234.09K	0.76%	-5.73K
iShares Russell 2000 Value ETF	221.44K	0.72%	-
Nuveen Equity Index R6	219.62K	0.72%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 11, 2024	Garateix Ernie J	Chief Executive Officer	Buy	$49.49K
Aug 16, 2024	WIDDICOMBE RICHARD A	Chairman	Buy	$64.56K
Aug 16, 2024	WIDDICOMBE RICHARD A	Chairman	Sell	$66.60K
Aug 09, 2024	Garateix Ernie J	Chief Executive Officer	Buy	$42.95K
May 28, 2024	WHITING PAUL L	-	Buy	$38.70K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	-
2024 Q3	2	1
2024 Q2	4	1
2024 Q1	1	4
2023 Q4	4	2

HRTG Ownership FAQ

Who Owns Heritage Insurance?

Heritage Insurance shareholders are primarily institutional investors at 48.35%, followed by 26.84% insiders and 24.81% retail investors. The average institutional ownership in Heritage Insurance's industry, Property & Casualty Insurance Stocks, is 59.21%, which Heritage Insurance falls below.

Who owns the most shares of Heritage Insurance?

Heritage Insurance’s largest shareholders are Blackrock (1.77M shares, 5.83%), Dimensional fund advisors lp (1.41M shares, 4.66%), and Vanguard group (1.26M shares, 4.15%). Together, they hold 14.63% of Heritage Insurance’s total shares outstanding.

Does Blackrock own Heritage Insurance?

Yes, BlackRock owns 5.83% of Heritage Insurance, totaling 1.77M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.53M$. In the last quarter, BlackRock increased its holdings by 1.14M shares, a 180.44% change.

Who is Heritage Insurance’s biggest shareholder by percentage of total assets invested?

Pacific ridge capital partners is Heritage Insurance’s biggest shareholder by percentage of total assets invested, with 1.12% of its assets in 660.27K Heritage Insurance shares, valued at 4.67M$.

Who is the top mutual fund holder of Heritage Insurance shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Heritage Insurance shares, with 2.36% of its total shares outstanding invested in 725.15K Heritage Insurance shares.

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