Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
31.1M
-
Number of holders
-
132
-
Total 13F shares, excl. options
-
16.9M
-
Shares change
-
+36.7K
-
Total reported value, excl. options
-
$243M
-
Value change
-
+$1.06M
-
Put/Call ratio
-
0.25
-
Number of buys
-
67
-
Number of sells
-
-59
-
Price
-
$14.42
Significant Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) as of Q1 2025
149 filings reported holding HRTG - Heritage Insurance Holdings, Inc. - Common Stock as of Q1 2025.
Heritage Insurance Holdings, Inc. - Common Stock (HRTG) has 132 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.9M shares
of 31.1M outstanding shares and own 54.26% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (1.96M shares), DIMENSIONAL FUND ADVISORS LP (1.54M shares), VANGUARD GROUP INC (1.33M shares), Pacific Ridge Capital Partners, LLC (776K shares), Invesco Ltd. (732K shares), AMERICAN CENTURY COMPANIES INC (677K shares), ACADIAN ASSET MANAGEMENT LLC (620K shares), MARSHALL WACE, LLP (593K shares), GEODE CAPITAL MANAGEMENT, LLC (510K shares), and AQR CAPITAL MANAGEMENT LLC (509K shares).
This table shows the top 132 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.