Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
31.1M
-
Number of holders
-
170
-
Total 13F shares, excl. options
-
18.2M
-
Shares change
-
+1.32M
-
Total reported value, excl. options
-
$453M
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Value change
-
+$35.4M
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Put/Call ratio
-
0.59
-
Number of buys
-
104
-
Number of sells
-
-61
-
Price
-
$24.94
Significant Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) as of Q2 2025
190 filings reported holding HRTG - Heritage Insurance Holdings, Inc. - Common Stock as of Q2 2025.
Heritage Insurance Holdings, Inc. - Common Stock (HRTG) has 170 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.2M shares
of 31.1M outstanding shares and own 58.51% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (1.87M shares), VANGUARD GROUP INC (1.51M shares), DIMENSIONAL FUND ADVISORS LP (1.42M shares), MARSHALL WACE, LLP (942K shares), AMERICAN CENTURY COMPANIES INC (797K shares), Connor, Clark & Lunn Investment Management Ltd. (649K shares), ACADIAN ASSET MANAGEMENT LLC (527K shares), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (526K shares), GEODE CAPITAL MANAGEMENT, LLC (518K shares), and JACOBS LEVY EQUITY MANAGEMENT, INC (465K shares).
This table shows the top 170 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.