Heritage Insurance Holdings, Inc. - Common Stock (HRTG)

Historical Holders from Q2 2014 to Q1 2025

Symbol
HRTG on NYSE
CUSIP
42727J102
Type / Class
Equity / Common Stock
Shares outstanding
30.8M
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
16.8M
Holdings value
$204M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
120
Number of buys
72
Number of sells
-57
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Heritage Insurance Holdings, Inc. - Common Stock (HRTG)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DIMENSIONAL FUND ADVISORS LP 3.6% -30% $22.2M -$392K 1.54M -1.73% Dimensional Fund Advisors LP Mar 31, 2025

Institutional Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 188K $2.71M -$409K $14.42 7
2024 Q4 16.8M $204M +$7.73M $12.10 120
2024 Q3 16.1M $197M +$27.3M $12.24 121
2024 Q2 14.7M $104M -$1.75M $7.08 103
2024 Q1 14.6M $156M +$16.7M $10.65 89
2023 Q4 14.1M $91.8M +$27.8M $6.52 84
2023 Q3 9.78M $63.4M +$12.5M $6.49 81
2023 Q2 8.05M $31M +$2.82M $3.85 69
2023 Q1 7.32M $22.6M -$1.5M $3.08 63
2022 Q4 7.15M $12.9M -$2.7M $1.80 46
2022 Q3 8.28M $18.7M -$3.67M $2.26 57
2022 Q2 11M $29.1M -$15.4M $2.64 71
2022 Q1 14.1M $101M -$6.35M $7.14 89
2021 Q4 15.8M $92.7M -$6.51M $5.88 89
2021 Q3 17.5M $119M -$6.44M $6.81 102
2021 Q2 18.7M $161M -$11.1M $8.58 103
2021 Q1 19.3M $214M +$7.15M $11.08 107
2020 Q4 17.2M $174M -$3.23M $10.13 108
2020 Q3 17.9M $181M +$4.01M $10.12 116
2020 Q2 18.8M $246M +$10.5M $13.09 114
2020 Q1 18.1M $194M -$15M $10.71 103
2019 Q4 19.1M $254M -$8.82M $13.25 108
2019 Q3 19.4M $290M -$5.84M $14.95 102
2019 Q2 20M $308M +$14.4M $15.41 114
2019 Q1 19.3M $281M -$5.94M $14.60 104
2018 Q4 19.6M $288M -$16M $14.72 95
2018 Q3 20.6M $305M +$4.03M $14.82 99
2018 Q2 20M $333M -$3.01M $16.67 113
2018 Q1 21M $319M -$15.8M $15.16 112
2017 Q4 22M $397M +$42.7M $18.02 110
2017 Q3 17.9M $237M +$12.1M $13.21 89
2017 Q2 17.5M $228M +$6.71M $13.02 96
2017 Q1 17M $217M +$29.9M $12.77 103
2016 Q4 16.5M $258M +$11.7M $15.67 111
2016 Q3 15.9M $229M +$538K $14.41 112
2016 Q2 16M $192M -$8.94M $11.97 116
2016 Q1 16.3M $260M +$19.1M $15.97 117
2015 Q4 14.7M $320M +$4.3M $21.82 122
2015 Q3 14.5M $286M +$53.1M $19.73 102
2015 Q2 11.4M $262M +$78.7M $22.99 109
2015 Q1 8.06M $177M +$42M $22.01 78
2014 Q4 6.07M $118M +$13.9M $19.43 50
2014 Q3 4.92M $74.1M +$669K $15.06 48
2014 Q2 5.46M $82.7M +$82.7M $15.21 43