HRTG Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 14.00%

Insider Buying (Last 12 Months): $885,208.35

Insider Selling (Last 12 Months): $101,920.00

Heritage Insurance Insider Trading History Chart

Heritage Insurance Share Price & Price History

^$14.40

▼ -0.355 (-2.41%)

As of 03/31/2025 04:59 PM ET

Days: 30 | 90 | 365

Heritage Insurance Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/14/2025	Ernie J Garateix	CEO	Buy	5,000	$12.77	$63,850.00	1,270,808
3/14/2025	Kirk Lusk	CFO	Buy	6,000	$13.85	$83,100.00	618,756
3/14/2025	Paul L Whiting	Director	Buy	10,000	$13.35	$133,500.00	79,576
11/22/2024	Nicholas George Pappas	Director	Sell	4,000	$12.64	$50,560.00	76,314
8/16/2024	Richard A. Widdicombe	Chairman	Buy	4,437	$14.55	$64,558.35	696,497
8/9/2024	Ernie J Garateix	CEO	Buy	5,000	$8.59	$42,950.00	1,072,584
5/28/2024	Paul L Whiting	Director	Buy	5,000	$7.74	$38,700.00	64,662
5/8/2024	Nicholas George Pappas	Director	Sell	6,000	$8.56	$51,360.00	75,400
5/7/2024	Ernie J Garateix	CEO	Buy	5,000	$8.21	$41,050.00	1,067,584
5/6/2024	Paul L Whiting	Director	Buy	50,000	$8.35	$417,500.00	59,662
3/26/2024	Nicholas George Pappas	Director	Sell	1,000	$10.87	$10,870.00	81,400
3/14/2024	Paul L Whiting	Director	Buy	20,000	$8.14	$162,800.00	20,000
2/29/2024	Nicholas George Pappas	Director	Sell	1,300	$7.06	$9,178.00	83,500
2/2/2024	Nicholas George Pappas	Director	Sell	1,500	$5.93	$8,895.00	84,800
12/14/2023	Paul L Whiting	Director	Buy	40,871	$7.34	$299,993.14	50,533
3/21/2023	Richard A. Widdicombe	Chairman	Buy	5,000	$3.01	$15,050.00	681,921
3/16/2023	Ernie J Garateix	CEO	Buy	1,000	$3.07	$3,070.00	469,160
2/13/2023	Raymond T Hyer	Major Shareholder	Buy	202,460	$1.96	$396,821.60	2,811,115
11/10/2022	Raymond T Hyer	Major Shareholder	Buy	158,660	$1.33	$211,017.80	2,478,655
10/21/2022	Raymond T Hyer	Major Shareholder	Buy	229,995	$1.38	$317,393.10	2,319,995
6/30/2022	Kirk Lusk	CFO	Buy	10,000	$2.61	$26,100.00	233,736
5/10/2022	Ernie J Garateix	CEO	Buy	3,125	$3.20	$10,000.00	450,999

See Full Table

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

Heritage Insurance Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/20/2025	Mackenzie Financial Corp	25,200	$0.31M	0.0%	N/A	0.082%
2/19/2025	Public Employees Retirement System of Ohio	65,828	$0.80M	0.0%	N/A	0.215%
2/17/2025	Two Sigma Advisers LP	217,000	$2.63M	0.0%	-13.5%	0.707%
2/17/2025	Two Sigma Investments LP	208,045	$2.52M	0.0%	-29.7%	0.678%
2/17/2025	State of Wyoming	4,330	$52K	0.0%	-34.9%	0.014%
2/17/2025	Sherbrooke Park Advisers LLC	18,190	$0.22M	0.1%	-54.7%	0.059%
2/17/2025	Man Group plc	54,693	$0.66M	0.0%	N/A	0.178%
2/17/2025	Nuveen Asset Management LLC	107,270	$1.30M	0.0%	-18.2%	0.350%
2/17/2025	Millennium Management LLC	230,975	$2.80M	0.0%	-37.7%	0.753%
2/17/2025	Jacobs Levy Equity Management Inc.	644,576	$7.80M	0.0%	N/A	2.101%
2/17/2025	Graham Capital Management L.P.	44,674	$0.54M	0.0%	+213.7%	0.146%
2/17/2025	FJ Capital Management LLC	17,517	$0.21M	0.0%	N/A	0.057%
2/17/2025	Deutsche Bank AG	16,744	$0.20M	0.0%	+23.7%	0.055%
2/17/2025	D. E. Shaw & Co. Inc.	50,145	$0.61M	0.0%	-60.0%	0.163%
2/17/2025	Bridgeway Capital Management LLC	366,595	$4.44M	0.1%	+0.7%	1.195%
2/17/2025	Cantor Fitzgerald L. P.	11,000	$0.13M	0.0%	N/A	0.036%
2/17/2025	Balyasny Asset Management L.P.	38,358	$0.46M	0.0%	+111.8%	0.125%
2/17/2025	Bank of America Corp DE	38,663	$0.47M	0.0%	-21.7%	0.126%
2/17/2025	BNP Paribas Financial Markets	23,226	$0.28M	0.0%	+20.9%	0.076%
2/17/2025	Ameriprise Financial Inc.	384,948	$4.66M	0.0%	+46.1%	1.255%
2/14/2025	Triumph Capital Management	10,019	$0.12M	0.0%	N/A	0.033%
2/14/2025	AQR Capital Management LLC	468,860	$5.67M	0.0%	+49.6%	1.528%
2/14/2025	Northern Trust Corp	178,178	$2.16M	0.0%	-2.5%	0.581%
2/14/2025	Aquatic Capital Management LLC	12,388	$0.15M	0.0%	N/A	0.040%
2/14/2025	Susquehanna Fundamental Investments LLC	95,379	$1.15M	0.0%	N/A	0.311%
2/14/2025	Nebula Research & Development LLC	20,658	$0.25M	0.0%	-22.8%	0.067%
2/14/2025	Stifel Financial Corp	56,825	$0.69M	0.0%	+3.0%	0.185%
2/14/2025	Dimensional Fund Advisors LP	1,569,667	$18.99M	0.0%	+14.1%	5.116%
2/14/2025	First Trust Advisors LP	68,961	$0.83M	0.0%	-10.1%	0.225%
2/13/2025	Marshall Wace LLP	664,124	$8.04M	0.0%	-30.2%	2.165%
2/13/2025	Walleye Capital LLC	15,786	$0.19M	0.0%	N/A	0.051%
2/13/2025	Mariner LLC	27,975	$0.34M	0.0%	N/A	0.091%
2/13/2025	Barclays PLC	45,505	$0.55M	0.0%	+10.6%	0.148%
2/13/2025	Raymond James Financial Inc.	92,849	$1.12M	0.0%	N/A	0.303%
2/13/2025	Martingale Asset Management L P	39,145	$0.47M	0.0%	N/A	0.128%
2/13/2025	Renaissance Technologies LLC	345,399	$4.18M	0.0%	-39.1%	1.126%
2/13/2025	Invesco Ltd.	944,639	$11.43M	0.0%	+24.0%	3.079%
2/13/2025	Russell Investments Group Ltd.	20,430	$0.25M	0.0%	-43.9%	0.067%
2/13/2025	Wells Fargo & Company MN	13,419	$0.16M	0.0%	+18.1%	0.044%
2/12/2025	Trexquant Investment LP	146,569	$1.77M	0.0%	+3.0%	0.478%
2/12/2025	Geode Capital Management LLC	499,924	$6.05M	0.0%	-0.4%	1.629%
2/12/2025	Franklin Resources Inc.	41,121	$0.50M	0.0%	+207.7%	0.134%
2/12/2025	D L Carlson Investment Group Inc.	52,430	$0.63M	0.1%	N/A	0.171%
2/12/2025	O Shaughnessy Asset Management LLC	26,732	$0.32M	0.0%	-49.5%	0.087%
2/12/2025	Brandywine Global Investment Management LLC	12,400	$0.15M	0.0%	+21.7%	0.040%
2/12/2025	Arrowstreet Capital Limited Partnership	102,137	$1.24M	0.0%	-27.3%	0.333%
2/12/2025	Pacific Ridge Capital Partners LLC	813,557	$9.84M	2.3%	+33.7%	2.652%
2/12/2025	JPMorgan Chase & Co.	10,473	$0.13M	0.0%	-93.8%	0.034%
2/12/2025	WINTON GROUP Ltd	46,519	$0.56M	0.0%	+109.6%	0.152%
2/11/2025	Segall Bryant & Hamill LLC	348,556	$4.22M	0.1%	+176.9%	1.136%
2/11/2025	Prudential Financial Inc.	93,975	$1.14M	0.0%	+323.8%	0.306%
2/11/2025	Corebridge Financial Inc.	11,366	$0.14M	0.0%	-7.0%	0.037%
2/11/2025	Vanguard Group Inc.	1,328,135	$16.07M	0.0%	+0.7%	4.329%
2/11/2025	Heron Bay Capital Management	12,925	$0.16M	0.0%	-21.3%	0.042%
2/11/2025	American Century Companies Inc.	589,899	$7.14M	0.0%	+14.8%	1.923%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	447,868	$5.42M	0.0%	+15.3%	1.460%
2/6/2025	Raymond James Financial Inc.	92,849	$1.12M	0.0%	N/A	0.303%
2/6/2025	Victory Capital Management Inc.	89,000	$1.08M	0.0%	+7.2%	0.290%
2/6/2025	Charles Schwab Investment Management Inc.	66,874	$0.81M	0.0%	+4.4%	0.218%
2/5/2025	Bailard Inc.	16,679	$0.20M	0.0%	N/A	0.054%
2/5/2025	US Bancorp DE	12,848	$0.16M	0.0%	+91,671.4%	0.042%
2/4/2025	Los Angeles Capital Management LLC	18,940	$0.23M	0.0%	N/A	0.062%
2/4/2025	Bank of New York Mellon Corp	117,236	$1.42M	0.0%	+27.2%	0.382%
2/4/2025	Y Intercept Hong Kong Ltd	22,425	$0.27M	0.0%	N/A	0.073%
2/3/2025	Ieq Capital LLC	25,047	$0.30M	0.0%	N/A	0.082%
1/31/2025	New York State Common Retirement Fund	2,900	$35K	0.0%	+222.2%	0.009%
1/28/2025	Empowered Funds LLC	115,131	$1.39M	0.0%	+5.1%	0.375%
1/21/2025	Exchange Traded Concepts LLC	24,473	$0.30M	0.0%	N/A	0.080%
1/17/2025	SG Americas Securities LLC	11,101	$0.13M	0.0%	N/A	0.036%
1/14/2025	Assenagon Asset Management S.A.	147,780	$1.79M	0.0%	-37.1%	0.482%
11/27/2024	Franklin Resources Inc.	13,362	$0.16M	0.0%	-82.3%	0.044%
11/19/2024	Barclays PLC	41,135	$0.50M	0.0%	-19.2%	0.134%
11/16/2024	Geode Capital Management LLC	501,911	$6.15M	0.0%	-6.0%	1.636%
11/15/2024	Barclays PLC	41,135	$0.50M	0.0%	-19.2%	0.134%
11/15/2024	State Street Corp	371,057	$4.54M	0.0%	+27.4%	1.209%
11/15/2024	Stifel Financial Corp	55,185	$0.68M	0.0%	-19.5%	0.180%
11/15/2024	Point72 Asset Management L.P.	38,153	$0.47M	0.0%	N/A	0.124%
11/15/2024	Centiva Capital LP	41,003	$0.50M	0.0%	N/A	0.134%
11/14/2024	Verition Fund Management LLC	32,700	$0.40M	0.0%	+15.1%	0.107%
11/14/2024	MetLife Investment Management LLC	13,391	$0.16M	0.0%	+129.1%	0.044%
11/13/2024	BNP Paribas Financial Markets	19,215	$0.24M	0.0%	+412.8%	0.063%
11/13/2024	FMR LLC	87,547	$1.07M	0.0%	+28,416.9%	0.285%
11/13/2024	Dynamic Technology Lab Private Ltd	29,499	$0.36M	0.0%	+109.7%	0.096%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	388,587	$4.76M	0.0%	+22.0%	1.267%
11/8/2024	Segall Bryant & Hamill LLC	125,867	$1.54M	0.0%	N/A	0.410%
11/6/2024	Empowered Funds LLC	109,552	$1.34M	0.0%	+5.3%	0.357%
11/6/2024	Cornercap Investment Counsel Inc.	16,803	$0.21M	0.1%	N/A	0.055%
11/5/2024	Victory Capital Management Inc.	83,000	$1.02M	0.0%	-21.7%	0.270%
11/5/2024	GSA Capital Partners LLP	100,055	$1.23M	0.1%	+20.3%	0.326%
10/23/2024	Assenagon Asset Management S.A.	235,019	$2.88M	0.0%	+87.6%	0.767%
10/16/2024	nVerses Capital LLC	4,000	$49K	0.0%	N/A	0.013%
10/10/2024	Ritholtz Wealth Management	20,524	$0.25M	0.0%	-17.6%	0.067%
8/16/2024	Driehaus Capital Management LLC	1,260,831	$8.93M	0.1%	-22.0%	4.116%
8/16/2024	Pacific Ridge Capital Partners LLC	660,272	$4.68M	1.1%	-3.9%	2.155%
8/15/2024	Susquehanna Fundamental Investments LLC	74,772	$0.53M	0.0%	+413.4%	0.244%
8/14/2024	Squarepoint Ops LLC	18,512	$0.13M	0.0%	-42.6%	0.060%
8/14/2024	Cubist Systematic Strategies LLC	232,105	$1.64M	0.0%	+5.3%	0.757%
8/14/2024	Marshall Wace LLP	560,353	$3.97M	0.0%	-2.9%	1.829%
8/13/2024	Sei Investments Co.	14,364	$0.10M	0.0%	N/A	0.047%
8/9/2024	Renaissance Technologies LLC	436,099	$3.09M	0.0%	+45.7%	1.423%

Data available starting January 2016

See Full Table

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.

Today's Range

Now: $14.40

$14.10

$15.28

50 Day Range

MA: $12.08

$10.94

$14.76

52 Week Range

Now: $14.40

$6.14

$16.90

Volume

324,242 shs

Average Volume

379,587 shs

Market Capitalization

$616.68 million

P/E Ratio

5.76

Dividend Yield

N/A

Beta

Who are the company insiders with the largest holdings of Heritage Insurance?: Heritage Insurance's top insider investors include:
Ernie J Garateix (CEO)
Richard A Widdicombe (Chairman)
Kirk Lusk (CFO)
Nicholas George Pappas (Director)
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:
Dimensional Fund Advisors LP — 5.12%
Vanguard Group Inc. — 4.33%
Invesco Ltd. — 3.08%
Pacific Ridge Capital Partners LLC — 2.65%
Marshall Wace LLP — 2.16%
Jacobs Levy Equity Management Inc. — 2.10%
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:
Marshall Wace LLP
Renaissance Technologies LLC
JPMorgan Chase & Co.
Millennium Management LLC
Two Sigma Investments LP
Assenagon Asset Management S.A.
D. E. Shaw & Co. Inc.
Arrowstreet Capital Limited Partnership
Which major investors are buying Heritage Insurance stock?: Within the previous quarter, HRTG stock was purchased by institutional investors including:
Jacobs Levy Equity Management Inc.
Segall Bryant & Hamill LLC
Pacific Ridge Capital Partners LLC
Dimensional Fund Advisors LP
Invesco Ltd.
AQR Capital Management LLC
Ameriprise Financial Inc.
Susquehanna Fundamental Investments LLC
In the last year, these company insiders have bought Heritage Insurance stock:
Ernie J Garateix (CEO)
Richard A Widdicombe (Chairman)
Kirk Lusk (CFO)
Nicholas George Pappas (Director)
Learn More investors buying Heritage Insurance stock.