Who Owns HRTG?
Heritage Insurance Holdings, Inc. — Institutional Ownership & 13F Holdings
$29.55
+0.34 (+1.16%)
Market Cap
$904.8M
Shares Outstanding
30,911,436
Institutional Holders
132
Total Inst. Value
$206.9M
% of Float Held
76.2%
QoQ Holder Change
+48
Institutional data as of Q1 2025
New Positions
28
Closed Positions
15
Increased
42
Decreased
48
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $28.2M | 1,956,843 |
| 2 | DIMENSIONAL FUND ADVISORS LP | $22.2M | 1,542,515 |
| 3 | VANGUARD GROUP INC | $19.1M | 1,328,110 |
| 4 | Pacific Ridge Capital Partners, LLC | $11.2M | 776,095 |
| 5 | Invesco Ltd. | $10.6M | 732,339 |
| 6 | AMERICAN CENTURY COMPANIES INC | $9.8M | 676,814 |
| 7 | ACADIAN ASSET MANAGEMENT LLC | $8.9M | 620,152 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $7.3M | 509,691 |
| 9 | JACOBS LEVY EQUITY MANAGEMENT, INC | $7.3M | 503,034 |
| 10 | Connor, Clark & Lunn Investment Management Ltd. | $7.0M | 485,631 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +27K | $28.2M |
| AMERICAN CENTURY COMPANIES INC | +87K | $9.8M |
| GEODE CAPITAL MANAGEMENT, LLC | +10K | $7.3M |
| Connor, Clark & Lunn Investment Management Ltd. | +38K | $7.0M |
| MORGAN STANLEY | +78K | $3.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Invesco Ltd. | -212K | $10.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -142K | $7.3M |
| TWO SIGMA INVESTMENTS, LP | -91K | $2K |
| GSA CAPITAL PARTNERS LLP | -87K | $376K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -74K | $4.2M |
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Frequently Asked Questions
How many institutional investors hold HRTG?
As of Q1 2025, 132 institutional investors report holding HRTG (Heritage Insurance Holdings, Inc.) in their 13F filings.
What percentage of Heritage Insurance Holdings, Inc. is owned by institutions?
Institutional investors hold approximately 76.2% of Heritage Insurance Holdings, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most HRTG?
The largest institutional holder of HRTG is BlackRock, Inc. with $28.2M in shares.
Are institutions buying or selling HRTG?
This quarter, 28 institutions opened new positions in HRTG and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.