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HRTG Insider Trading

Insider Ownership Percentage: 14.00%
Insider Buying (Last 12 Months): $767,558.35
Insider Selling (Last 12 Months): $130,863.00

Heritage Insurance Insider Trading History Chart

This chart shows the insider buying and selling history at Heritage Insurance by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Heritage Insurance Share Price & Price History

Current Price: $12.21
Price Change: ▲ Price Increase of +0.07 (0.58%)
As of 12/18/2024 02:17 PM ET

This chart shows the closing price history over time for HRTG up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
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Heritage Insurance Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/22/2024Nicholas George PappasDirectorSell4,000$12.64$50,560.0076,314View SEC Filing Icon  
8/16/2024Richard A. WiddicombeChairmanBuy4,437$14.55$64,558.35696,497View SEC Filing Icon  
8/9/2024Ernie J GarateixCEOBuy5,000$8.59$42,950.001,072,584View SEC Filing Icon  
5/28/2024Paul L WhitingDirectorBuy5,000$7.74$38,700.0064,662View SEC Filing Icon  
5/8/2024Nicholas George PappasDirectorSell6,000$8.56$51,360.0075,400View SEC Filing Icon  
5/7/2024Ernie J GarateixCEOBuy5,000$8.21$41,050.001,067,584View SEC Filing Icon  
5/6/2024Paul L WhitingDirectorBuy50,000$8.35$417,500.0059,662View SEC Filing Icon  
3/26/2024Nicholas George PappasDirectorSell1,000$10.87$10,870.0081,400View SEC Filing Icon  
3/14/2024Paul L WhitingDirectorBuy20,000$8.14$162,800.0020,000View SEC Filing Icon  
2/29/2024Nicholas George PappasDirectorSell1,300$7.06$9,178.0083,500View SEC Filing Icon  
2/2/2024Nicholas George PappasDirectorSell1,500$5.93$8,895.0084,800View SEC Filing Icon  
12/14/2023Paul L WhitingDirectorBuy40,871$7.34$299,993.1450,533View SEC Filing Icon  
3/21/2023Richard A. WiddicombeChairmanBuy5,000$3.01$15,050.00681,921View SEC Filing Icon  
3/16/2023Ernie J GarateixCEOBuy1,000$3.07$3,070.00469,160View SEC Filing Icon  
2/13/2023Raymond T HyerMajor ShareholderBuy202,460$1.96$396,821.602,811,115View SEC Filing Icon  
11/10/2022Raymond T HyerMajor ShareholderBuy158,660$1.33$211,017.802,478,655View SEC Filing Icon  
10/21/2022Raymond T HyerMajor ShareholderBuy229,995$1.38$317,393.102,319,995View SEC Filing Icon  
6/30/2022Kirk LuskCFOBuy10,000$2.61$26,100.00233,736View SEC Filing Icon  
5/10/2022Ernie J GarateixCEOBuy3,125$3.20$10,000.00450,999View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Heritage Insurance (NYSE:HRTG)

59.03% of Heritage Insurance stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HRTG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Heritage Insurance Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024Franklin Resources Inc.13,362$0.16M0.0%-82.3%0.044%Search for SEC Filing on Google Icon
11/19/2024Barclays PLC41,135$0.50M0.0%-19.2%0.134%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC501,911$6.15M0.0%-6.0%1.636%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC41,135$0.50M0.0%-19.2%0.134%Search for SEC Filing on Google Icon
11/15/2024State Street Corp371,057$4.54M0.0%+27.4%1.209%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp55,185$0.68M0.0%-19.5%0.180%Search for SEC Filing on Google Icon
11/15/2024Point72 Asset Management L.P.38,153$0.47M0.0%N/A0.124%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP41,003$0.50M0.0%N/A0.134%Search for SEC Filing on Google Icon
11/14/2024Verition Fund Management LLC32,700$0.40M0.0%+15.1%0.107%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC13,391$0.16M0.0%+129.1%0.044%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets19,215$0.24M0.0%+412.8%0.063%Search for SEC Filing on Google Icon
11/13/2024FMR LLC87,547$1.07M0.0%+28,416.9%0.285%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd29,499$0.36M0.0%+109.7%0.096%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.388,587$4.76M0.0%+22.0%1.267%Search for SEC Filing on Google Icon
11/8/2024Segall Bryant & Hamill LLC125,867$1.54M0.0%N/A0.410%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC109,552$1.34M0.0%+5.3%0.357%Search for SEC Filing on Google Icon
11/6/2024Cornercap Investment Counsel Inc.16,803$0.21M0.1%N/A0.055%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.83,000$1.02M0.0%-21.7%0.270%Search for SEC Filing on Google Icon
11/5/2024GSA Capital Partners LLP100,055$1.23M0.1%+20.3%0.326%Search for SEC Filing on Google Icon
10/23/2024Assenagon Asset Management S.A.235,019$2.88M0.0%+87.6%0.767%Search for SEC Filing on Google Icon
10/16/2024nVerses Capital LLC4,000$49K0.0%N/A0.013%Search for SEC Filing on Google Icon
10/10/2024Ritholtz Wealth Management20,524$0.25M0.0%-17.6%0.067%Search for SEC Filing on Google Icon
8/16/2024Driehaus Capital Management LLC1,260,831$8.93M0.1%-22.0%4.116%Search for SEC Filing on Google Icon
8/16/2024Pacific Ridge Capital Partners LLC660,272$4.68M1.1%-3.9%2.155%Search for SEC Filing on Google Icon
8/15/2024Susquehanna Fundamental Investments LLC74,772$0.53M0.0%+413.4%0.244%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC18,512$0.13M0.0%-42.6%0.060%Search for SEC Filing on Google Icon
8/14/2024Cubist Systematic Strategies LLC232,105$1.64M0.0%+5.3%0.757%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP560,353$3.97M0.0%-2.9%1.829%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.14,364$0.10M0.0%N/A0.047%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC436,099$3.09M0.0%+45.7%1.423%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,414,585$10.02M0.0%+7.4%4.617%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.432,732$3.06M0.0%+63.3%1.412%Search for SEC Filing on Google Icon
8/7/2024ClariVest Asset Management LLC61,396$0.44M0.0%+2.7%0.200%Search for SEC Filing on Google Icon
8/6/2024Acadian Asset Management LLC410,515$2.90M0.0%+226.3%1.340%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.106,000$0.75M0.0%+3.9%0.346%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers30,967$0.22M0.0%+2,282.1%0.101%Search for SEC Filing on Google Icon
8/1/2024Valmark Advisers Inc.11,274$80K0.0%N/A0.037%Search for SEC Filing on Google Icon
8/1/2024Ritholtz Wealth Management24,908$0.18M0.0%-10.2%0.081%Search for SEC Filing on Google Icon
7/29/2024Innealta Capital LLC4,222$30K0.0%N/A0.014%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp87,814$0.62M0.0%+263.3%0.287%Search for SEC Filing on Google Icon
7/18/2024Assenagon Asset Management S.A.125,305$0.89M0.0%-60.2%0.409%Search for SEC Filing on Google Icon
5/29/2024Instrumental Wealth LLC27,791$0.30M0.1%+109.1%0.091%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC62,233$0.66M0.0%N/A0.203%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC70,876$0.76M0.0%-8.8%0.231%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC125,805$1.34M0.0%-74.9%0.411%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.1,096,035$11.67M0.0%-15.1%3.578%Search for SEC Filing on Google Icon
5/9/2024Pacific Ridge Capital Partners LLC687,393$7.32M1.6%-24.1%2.244%Search for SEC Filing on Google Icon
5/9/2024Fortis Capital Advisors LLC12,543$0.13M0.1%N/A0.041%Search for SEC Filing on Google Icon
5/7/2024Susquehanna Fundamental Investments LLC14,565$0.16M0.0%N/A0.048%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC96,678$1.03M0.0%+8.1%0.316%Search for SEC Filing on Google Icon
5/3/2024Essex Investment Management Co. LLC212,434$2.26M0.4%-42.9%0.693%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.314,856$3.35M0.0%+265.3%1.042%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd13,479$88K0.0%-19.4%0.045%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC6,195$40K0.0%N/A0.016%Search for SEC Filing on Google Icon
2/12/2024Pacific Ridge Capital Partners LLC905,855$5.91M1.2%-8.0%2.322%Search for SEC Filing on Google Icon
2/9/2024Hillsdale Investment Management Inc.10,550$69K0.0%-66.8%0.027%Search for SEC Filing on Google Icon
2/8/2024Essex Investment Management Co. LLC372,076$2.43M0.5%+11.2%0.954%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC11,224$73K0.0%-76.7%0.029%Search for SEC Filing on Google Icon
2/6/2024LSV Asset Management39,800$0.26M0.0%-11.8%0.102%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.104,000$0.68M0.0%+13.0%0.267%Search for SEC Filing on Google Icon
1/25/2024Instrumental Wealth LLC13,291$83K0.1%-52.2%0.034%Search for SEC Filing on Google Icon
1/18/2024Ritholtz Wealth Management34,097$0.22M0.0%+232.0%0.087%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.86,201$0.56M0.0%-20.0%0.221%Search for SEC Filing on Google Icon
1/16/2024Legato Capital Management LLC149,980$0.98M0.1%+20.2%0.384%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd16,718$0.11M0.0%N/A0.065%Search for SEC Filing on Google Icon
11/14/2023O Shaughnessy Asset Management LLC26,555$0.17M0.0%N/A0.104%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.93,791$0.61M0.0%+20.2%0.367%Search for SEC Filing on Google Icon
11/13/2023EAM Investors LLC294,574$1.91M0.4%N/A1.152%Search for SEC Filing on Google Icon
11/13/2023Acadian Asset Management LLC376,832$2.44M0.0%+110.3%1.474%Search for SEC Filing on Google Icon
11/13/2023Pacific Ridge Capital Partners LLC984,546$6.39M1.5%-2.5%3.852%Search for SEC Filing on Google Icon
11/9/2023Essex Investment Management Co. LLC334,495$2.17M0.4%N/A1.309%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC58,944$0.38M0.0%+68.3%0.231%Search for SEC Filing on Google Icon
11/7/2023Jump Financial LLC48,188$0.31M0.0%+137.4%0.189%Search for SEC Filing on Google Icon
11/6/2023Assenagon Asset Management S.A.107,738$0.70M0.0%+101.5%0.422%Search for SEC Filing on Google Icon
11/6/2023Victory Capital Management Inc.92,000$0.60M0.0%-13.6%0.360%Search for SEC Filing on Google Icon
10/13/2023Ritholtz Wealth Management10,271$67K0.0%N/A0.040%Search for SEC Filing on Google Icon
10/12/2023Legato Capital Management LLC124,825$0.81M0.1%N/A0.488%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC35,018$0.14M0.0%-27.7%0.137%Search for SEC Filing on Google Icon
8/14/2023Eqis Capital Management Inc.12,462$48K0.0%N/A0.049%Search for SEC Filing on Google Icon
8/11/2023Brandywine Global Investment Management LLC10,190$39K0.0%N/A0.038%Search for SEC Filing on Google Icon
8/7/2023Acadian Asset Management LLC179,176$0.69M0.0%+312.5%0.677%Search for SEC Filing on Google Icon
8/3/2023Dynamic Advisor Solutions LLC10,800$42K0.0%N/A0.041%Search for SEC Filing on Google Icon
7/27/2023Victory Capital Management Inc.106,500$0.41M0.0%+23.8%0.402%Search for SEC Filing on Google Icon
7/27/2023EA Series Trust40,782$0.16M0.0%N/A0.154%Search for SEC Filing on Google Icon
7/25/2023Assenagon Asset Management S.A.53,466$0.21M0.0%+65.3%0.202%Search for SEC Filing on Google Icon
5/12/2023Independent Advisor Alliance12,270$38K0.0%N/A0.048%Search for SEC Filing on Google Icon
5/11/2023Fortis Capital Management LLC27,000$83K0.0%N/A0.106%Search for SEC Filing on Google Icon
5/10/2023Connor Clark & Lunn Investment Management Ltd.12,574$39K0.0%N/A0.049%Search for SEC Filing on Google Icon
5/4/2023Instrumental Wealth LLC27,791$94K0.1%N/A0.109%Search for SEC Filing on Google Icon
5/2/2023LSV Asset Management45,100$0.14M0.0%-14.9%0.176%Search for SEC Filing on Google Icon
5/2/2023Victory Capital Management Inc.86,000$0.27M0.0%-30.1%0.336%Search for SEC Filing on Google Icon
4/18/2023Assenagon Asset Management S.A.32,351$100K0.0%N/A0.127%Search for SEC Filing on Google Icon
4/6/2023Farmers Trust Co.11,150$34K0.0%N/A0.044%Search for SEC Filing on Google Icon
2/14/2023Pacific Ridge Capital Partners LLC874,636$1.57M0.4%+13.9%3.380%Search for SEC Filing on Google Icon
2/13/2023GSA Capital Partners LLP215,371$0.39M0.0%+56.8%0.832%Search for SEC Filing on Google Icon
2/10/2023Avantax Planning Partners Inc.50,383$91K0.0%-50.0%0.195%Search for SEC Filing on Google Icon
2/8/2023Belpointe Asset Management LLC33,284$60K0.0%-26.3%0.129%Search for SEC Filing on Google Icon
2/8/2023LSV Asset Management53,000$95K0.0%-57.2%0.205%Search for SEC Filing on Google Icon
1/30/2023International Assets Investment Management LLC396,600$0.71M0.1%N/A1.532%Search for SEC Filing on Google Icon
11/21/2022FourThought Financial LLC32,777$74K0.0%+1,538.9%0.127%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Heritage Insurance logo
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; commercial residential insurance for properties in Florida, New Jersey, and New York; and licensed in the state of Pennsylvania, as well as personal residential and wind-only property insurance. It also provides restoration, emergency, and recovery services; property management, and reinsurance services; homeowners insurance products, including single-family, homeowners or duplex, and condominium owners; and dwelling fire insurance policies. In addition, the company provides personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as distribute indirectly to retail locations through wholesale agency relationships. Further, it offers personal and commercial insurance policies through a network of independent agencies. The company was founded in 2012 and is headquartered in Tampa, Florida.
Read More on Heritage Insurance

Today's Range

Now: $12.21
Low: $11.93
High: $12.30

50 Day Range

MA: $11.54
Low: $9.63
High: $12.68

52 Week Range

Now: $12.21
Low: $5.51
High: $16.90

Volume

40,270 shs

Average Volume

441,347 shs

Market Capitalization

$374.65 million

P/E Ratio

4.86

Dividend Yield

N/A

Beta

1.02

Who are the company insiders with the largest holdings of Heritage Insurance?

Heritage Insurance's top insider investors include:
  1. Raymond T Hyer (Major Shareholder)
  2. Ernie J Garateix (CEO)
  3. Richard A Widdicombe (Chairman)
  4. Nicholas George Pappas (Director)
  5. Paul L Whiting (Director)
Learn More about top insider investors at Heritage Insurance.

Who are the major institutional investors of Heritage Insurance?

Heritage Insurance's top institutional shareholders include:
  1. Geode Capital Management LLC — 1.64%
  2. Connor Clark & Lunn Investment Management Ltd. — 1.27%
  3. State Street Corp — 1.21%
  4. Assenagon Asset Management S.A. — 0.77%
  5. Segall Bryant & Hamill LLC — 0.41%
  6. Empowered Funds LLC — 0.36%
Learn More about top institutional investors of Heritage Insurance stock.

Which major investors are selling Heritage Insurance stock?

Within the previous quarter, HRTG stock was sold by these institutional investors:
  1. Franklin Resources Inc.
  2. Geode Capital Management LLC
  3. Victory Capital Management Inc.
  4. Stifel Financial Corp
  5. Barclays PLC
  6. Barclays PLC
  7. Ritholtz Wealth Management

Which major investors are buying Heritage Insurance stock?

Within the previous quarter, HRTG stock was purchased by institutional investors including:
  1. Segall Bryant & Hamill LLC
  2. Assenagon Asset Management S.A.
  3. FMR LLC
  4. State Street Corp
  5. Connor Clark & Lunn Investment Management Ltd.
  6. Centiva Capital LP
  7. Point72 Asset Management L.P.
  8. GSA Capital Partners LLP
In the last year, these company insiders have bought Heritage Insurance stock:
  1. Raymond T Hyer (Major Shareholder)
  2. Ernie J Garateix (CEO)
  3. Richard A Widdicombe (Chairman)
  4. Nicholas George Pappas (Director)
Learn More investors buying Heritage Insurance stock.
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From Crypto 101 Media   |   Ad
‘Gift’ Yourself a Potential 10,000% Win! #1 Crypto to Buy Before 2025 REVEALED!
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