Heritage Insurance Ownership | Who Owns Heritage Insurance?
Heritage Insurance Ownership Summary
Heritage Insurance is owned by 27.28% institutional investors, 26.37% insiders, and 46.36% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.31% of HRTG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.37% of its assets in Heritage Insurance shares.
HRTG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Insurance | 27.28% | 26.37% | 46.36% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Property & Casualty Insurance Stocks | 52.55% | 13.48% | 33.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.93M | 6.31% | $23.36M |
| Blackrock | 1.77M | 5.83% | $12.53M |
| Dimensional fund advisors lp | 1.57M | 5.13% | $18.99M |
| Vanguard group | 1.33M | 4.34% | $16.07M |
| Invesco | 944.64K | 3.09% | $11.43M |
| Pacific ridge capital partners | 813.56K | 2.66% | $9.84M |
| Marshall wace, llp | 664.12K | 2.17% | $8.04M |
| Acadian asset management | 628.37K | 2.06% | $7.60M |
| American century companies | 589.90K | 1.93% | $7.14M |
| Geode capital management | 499.92K | 1.64% | $6.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 813.56K | 2.26% | $9.84M |
| Verdad advisers, lp | 55.00K | 0.45% | $389.40K |
| Instrumental wealth | 27.79K | 0.22% | $210.93K |
| D l carlson investment group | 52.43K | 0.11% | $634.40K |
| Gsa capital partners llp | 113.52K | 0.10% | $1.37M |
| Bridgeway capital management | 366.60K | 0.10% | $4.44M |
| Sherbrooke park advisers | 18.19K | 0.07% | $220.10K |
| Cornercap investment counsel | 16.80K | 0.07% | $203.32K |
| Segall bryant & hamill | 348.56K | 0.06% | $4.22M |
| Clarivest asset management | 61.40K | 0.04% | $434.68K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.77M | 0.00% | 1.14M |
| Segall bryant & hamill | 348.56K | 0.06% | 222.69K |
| Pacific ridge capital partners | 813.56K | 2.26% | 205.19K |
| Dimensional fund advisors lp | 1.57M | 0.00% | 193.59K |
| Invesco | 944.64K | 0.00% | 182.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | - | - | -1.26M |
| Marshall wace, llp | 664.12K | 0.01% | -287.69K |
| Essex investment management | - | - | -245.12K |
| Renaissance | 345.40K | 0.01% | -221.80K |
| Cubist systematic strategies | - | - | -209.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna fundamental investments | 95.38K | 0.02% | 95.38K | $1.15M |
| Raymond james financial | 92.85K | 0.00% | 92.85K | $1.12M |
| Boston partners | 71.26K | 0.00% | 71.26K | $504.54K |
| State of wisconsin investment board | 70.42K | 0.00% | 70.42K | $852.12K |
| Verdad advisers, lp | 55.00K | 0.45% | 55.00K | $389.40K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Parallel advisors | -16.00 |
| Financial gravity asset management | -20.00 |
| Allspring global investments | -83.00 |
| Toth financial advisory | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 57 | -54.76% | 8,338,262 | -48.33% | 27 | 0.98% | 42 | -51.72% | 10 | -56.52% |
| Sep 30, 2024 | 126 | 17.76% | 16,138,546 | 9.87% | 52 | 2.30% | 87 | 47.46% | 23 | -28.13% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 725.15K | 2.37% | - |
| Vanguard Total Stock Mkt Idx Inv | 725.15K | 2.37% | - |
| Invesco Dorsey Wright SmallCap Momt ETF | 665.10K | 2.17% | -4.76K |
| iShares Russell 2000 ETF | 634.00K | 2.07% | -5.50K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 611.83K | 1.99% | -198.79K |
| Avantis US Small Cap Value ETF | 561.82K | 1.84% | 540.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 339.20K | 1.11% | - |
| Adara Smaller Companies | 309.35K | 1.01% | - |
| DFA US Small Cap Value I | 305.90K | 1.00% | - |
| Kennedy Micro Cap | 280.87K | 0.92% | 280.87K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 14, 2025 | Garateix Ernie J | Chief Executive Officer | Buy | $63.85K |
| Mar 14, 2025 | Lusk Kirk | Chief Financial Officer | Buy | $83.10K |
| Mar 14, 2025 | WHITING PAUL L | - | Buy | $133.50K |
| Nov 22, 2024 | Pappas Nicholas George | - | Sell | $50.55K |
| Nov 11, 2024 | Garateix Ernie J | Chief Executive Officer | Buy | $49.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | 4 | 1 |
| 2024 Q1 | 1 | 4 |
HRTG Ownership FAQ
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