HRTG Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 14.00%

Insider Buying (Last 12 Months): $1,067,551.49

Insider Selling (Last 12 Months): $80,303.00

Heritage Insurance Insider Trading History Chart

Heritage Insurance Share Price & Price History

^$15.57

▲ +0.67 (4.50%)

As of 09/17/2024 01:06 PM ET

Days: 30 | 90 | 365

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Heritage Insurance Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
9/23/2021	Steven C. Martindale	Director	Buy	1,235	$7.16	$8,842.60
9/17/2021	Ernie J Garateix	CEO	Buy	3,000	$5.68	$17,040.00	230,571
9/17/2021	Richard A. Widdicombe	Chairman	Buy	10,000	$5.84	$58,400.00

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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

Heritage Insurance Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
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%
8/9/2024	Dimensional Fund Advisors LP	1,414,585	$10.02M	0.0%	+7.4%	4.617%
8/8/2024	American Century Companies Inc.	432,732	$3.06M	0.0%	+63.3%	1.412%
8/7/2024	ClariVest Asset Management LLC	61,396	$0.44M	0.0%	+2.7%	0.200%
8/6/2024	Acadian Asset Management LLC	410,515	$2.90M	0.0%	+226.3%	1.340%
8/5/2024	Victory Capital Management Inc.	106,000	$0.75M	0.0%	+3.9%	0.346%
8/1/2024	Rhumbline Advisers	30,967	$0.22M	0.0%	+2,282.1%	0.101%
8/1/2024	Valmark Advisers Inc.	11,274	$80K	0.0%	N/A	0.037%
8/1/2024	Ritholtz Wealth Management	24,908	$0.18M	0.0%	-10.2%	0.081%
7/29/2024	Innealta Capital LLC	4,222	$30K	0.0%	N/A	0.014%
7/26/2024	Bank of New York Mellon Corp	87,814	$0.62M	0.0%	+263.3%	0.287%
7/18/2024	Assenagon Asset Management S.A.	125,305	$0.89M	0.0%	-60.2%	0.409%
5/29/2024	Instrumental Wealth LLC	27,791	$0.30M	0.1%	+109.1%	0.091%
5/16/2024	Kennedy Capital Management LLC	62,233	$0.66M	0.0%	N/A	0.203%
5/13/2024	O Shaughnessy Asset Management LLC	70,876	$0.76M	0.0%	-8.8%	0.231%
5/10/2024	Acadian Asset Management LLC	125,805	$1.34M	0.0%	-74.9%	0.411%
5/10/2024	Vanguard Group Inc.	1,096,035	$11.67M	0.0%	-15.1%	3.578%
5/9/2024	Pacific Ridge Capital Partners LLC	687,393	$7.32M	1.6%	-24.1%	2.244%
5/9/2024	Fortis Capital Advisors LLC	12,543	$0.13M	0.1%	N/A	0.041%
5/7/2024	Susquehanna Fundamental Investments LLC	14,565	$0.16M	0.0%	N/A	0.048%
5/7/2024	Empowered Funds LLC	96,678	$1.03M	0.0%	+8.1%	0.316%
5/3/2024	Essex Investment Management Co. LLC	212,434	$2.26M	0.4%	-42.9%	0.693%
4/24/2024	Assenagon Asset Management S.A.	314,856	$3.35M	0.0%	+265.3%	1.042%
3/25/2024	Quadrature Capital Ltd	13,479	$88K	0.0%	-19.4%	0.045%
2/13/2024	Tower Research Capital LLC TRC	6,195	$40K	0.0%	N/A	0.016%
2/12/2024	Pacific Ridge Capital Partners LLC	905,855	$5.91M	1.2%	-8.0%	2.322%
2/9/2024	Hillsdale Investment Management Inc.	10,550	$69K	0.0%	-66.8%	0.027%
2/8/2024	Essex Investment Management Co. LLC	372,076	$2.43M	0.5%	+11.2%	0.954%
2/7/2024	Jump Financial LLC	11,224	$73K	0.0%	-76.7%	0.029%
2/6/2024	LSV Asset Management	39,800	$0.26M	0.0%	-11.8%	0.102%
2/5/2024	Victory Capital Management Inc.	104,000	$0.68M	0.0%	+13.0%	0.267%
1/25/2024	Instrumental Wealth LLC	13,291	$83K	0.1%	-52.2%	0.034%
1/18/2024	Ritholtz Wealth Management	34,097	$0.22M	0.0%	+232.0%	0.087%
1/17/2024	Assenagon Asset Management S.A.	86,201	$0.56M	0.0%	-20.0%	0.221%
1/16/2024	Legato Capital Management LLC	149,980	$0.98M	0.1%	+20.2%	0.384%
11/14/2023	Quadrature Capital Ltd	16,718	$0.11M	0.0%	N/A	0.065%
11/14/2023	O Shaughnessy Asset Management LLC	26,555	$0.17M	0.0%	N/A	0.104%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	93,791	$0.61M	0.0%	+20.2%	0.367%
11/13/2023	EAM Investors LLC	294,574	$1.91M	0.4%	N/A	1.152%
11/13/2023	Acadian Asset Management LLC	376,832	$2.44M	0.0%	+110.3%	1.474%
11/13/2023	Pacific Ridge Capital Partners LLC	984,546	$6.39M	1.5%	-2.5%	3.852%
11/9/2023	Essex Investment Management Co. LLC	334,495	$2.17M	0.4%	N/A	1.309%
11/7/2023	Barclays PLC	58,944	$0.38M	0.0%	+68.3%	0.231%
11/7/2023	Jump Financial LLC	48,188	$0.31M	0.0%	+137.4%	0.189%
11/6/2023	Assenagon Asset Management S.A.	107,738	$0.70M	0.0%	+101.5%	0.422%
11/6/2023	Victory Capital Management Inc.	92,000	$0.60M	0.0%	-13.6%	0.360%
10/13/2023	Ritholtz Wealth Management	10,271	$67K	0.0%	N/A	0.040%
10/12/2023	Legato Capital Management LLC	124,825	$0.81M	0.1%	N/A	0.488%
9/21/2023	Barclays PLC	35,018	$0.14M	0.0%	-27.7%	0.137%
8/14/2023	Eqis Capital Management Inc.	12,462	$48K	0.0%	N/A	0.049%
8/11/2023	Brandywine Global Investment Management LLC	10,190	$39K	0.0%	N/A	0.038%
8/7/2023	Acadian Asset Management LLC	179,176	$0.69M	0.0%	+312.5%	0.677%
8/3/2023	Dynamic Advisor Solutions LLC	10,800	$42K	0.0%	N/A	0.041%
7/27/2023	Victory Capital Management Inc.	106,500	$0.41M	0.0%	+23.8%	0.402%
7/27/2023	EA Series Trust	40,782	$0.16M	0.0%	N/A	0.154%
7/25/2023	Assenagon Asset Management S.A.	53,466	$0.21M	0.0%	+65.3%	0.202%
5/12/2023	Independent Advisor Alliance	12,270	$38K	0.0%	N/A	0.048%
5/11/2023	Fortis Capital Management LLC	27,000	$83K	0.0%	N/A	0.106%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	12,574	$39K	0.0%	N/A	0.049%
5/4/2023	Instrumental Wealth LLC	27,791	$94K	0.1%	N/A	0.109%
5/2/2023	LSV Asset Management	45,100	$0.14M	0.0%	-14.9%	0.176%
5/2/2023	Victory Capital Management Inc.	86,000	$0.27M	0.0%	-30.1%	0.336%
4/18/2023	Assenagon Asset Management S.A.	32,351	$100K	0.0%	N/A	0.127%
4/6/2023	Farmers Trust Co.	11,150	$34K	0.0%	N/A	0.044%
2/14/2023	Pacific Ridge Capital Partners LLC	874,636	$1.57M	0.4%	+13.9%	3.380%
2/13/2023	GSA Capital Partners LLP	215,371	$0.39M	0.0%	+56.8%	0.832%
2/10/2023	Avantax Planning Partners Inc.	50,383	$91K	0.0%	-50.0%	0.195%
2/8/2023	Belpointe Asset Management LLC	33,284	$60K	0.0%	-26.3%	0.129%
2/8/2023	LSV Asset Management	53,000	$95K	0.0%	-57.2%	0.205%
1/30/2023	International Assets Investment Management LLC	396,600	$0.71M	0.1%	N/A	1.532%
11/21/2022	FourThought Financial LLC	32,777	$74K	0.0%	+1,538.9%	0.127%
11/18/2022	Spotlight Asset Group Inc.	595,517	$0.85M	0.8%	N/A	2.301%
11/14/2022	Ergoteles LLC	20,141	$46K	0.0%	-83.9%	0.078%
11/10/2022	Pacific Ridge Capital Partners LLC	767,811	$1.74M	0.4%	-2.3%	2.890%
11/10/2022	Rutabaga Capital Management LLC MA	1,257,983	$2.84M	2.5%	N/A	4.735%
11/10/2022	Keeley Teton Advisors LLC	107,326	$0.24M	0.0%	-8.2%	0.415%
11/8/2022	Herold Advisors Inc.	23,000	$51K	0.0%	+64.3%	0.087%
11/7/2022	LSV Asset Management	123,946	$0.28M	0.0%	-73.1%	0.467%
11/4/2022	Russell Investments Group Ltd.	36,300	$82K	0.0%	-14.8%	0.137%
11/2/2022	Victory Capital Management Inc.	134,000	$0.30M	0.0%	-9.2%	0.504%
10/14/2022	Unison Advisors LLC	33,365	$76K	0.0%	+34.2%	0.126%
8/16/2022	Corton Capital Inc.	12,992	$34K	0.0%	N/A	0.049%
8/16/2022	Delphia USA Inc.	14,189	$37K	0.0%	N/A	0.053%
8/12/2022	Keeley Teton Advisors LLC	116,962	$0.31M	0.0%	-25.9%	0.440%
8/10/2022	Pacific Ridge Capital Partners LLC	785,605	$2.07M	0.5%	-7.7%	2.968%
8/5/2022	Connor Clark & Lunn Investment Management Ltd.	97,679	$0.26M	0.0%	+107.8%	0.369%
7/15/2022	Herold Advisors Inc.	14,000	$36K	0.0%	+133.3%	0.053%
5/12/2022	Connor Clark & Lunn Investment Management Ltd.	47,013	$0.34M	0.0%	+55.9%	0.178%
5/11/2022	Pacific Ridge Capital Partners LLC	851,318	$6.08M	1.2%	+2.0%	3.216%
5/11/2022	McIlrath & Eck LLC	6,000	$43K	0.0%	N/A	0.023%
5/10/2022	Boston Partners	376,164	$2.69M	0.0%	+19.2%	1.421%
5/9/2022	Herold Advisors Inc.	6,000	$43K	0.0%	N/A	0.023%
5/9/2022	Avantax Planning Partners Inc.	100,707	$0.72M	0.0%	+13.5%	0.380%

Data available starting January 2016

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: $15.57

$14.81

$15.85

50 Day Range

MA: $11.42

$6.55

$16.65

52 Week Range

Now: $15.57

$4.92

$16.90

Volume

146,824 shs

Average Volume

430,267 shs

Market Capitalization

$477.00 million

P/E Ratio

9.49

Dividend Yield

N/A

Beta

0.97

Who are the company insiders with the largest holdings of Heritage Insurance?: Heritage Insurance's top insider investors include:
Raymond T Hyer (Major Shareholder)
Ernie J Garateix (CEO)
Richard A Widdicombe (Chairman)
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 — 4.62%
Driehaus Capital Management LLC — 4.12%
Pacific Ridge Capital Partners LLC — 2.16%
Marshall Wace LLP — 1.83%
Renaissance Technologies LLC — 1.42%
American Century Companies Inc. — 1.41%
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:
Driehaus Capital Management LLC
Assenagon Asset Management S.A.
Pacific Ridge Capital Partners LLC
Marshall Wace LLP
Squarepoint Ops LLC
Ritholtz Wealth Management
Which major investors are buying Heritage Insurance stock?: Within the previous quarter, HRTG stock was purchased by institutional investors including:
Acadian Asset Management LLC
American Century Companies Inc.
Renaissance Technologies LLC
Dimensional Fund Advisors LP
Bank of New York Mellon Corp
Susquehanna Fundamental Investments LLC
Rhumbline Advisers
Sei Investments Co.
In the last year, these company insiders have bought Heritage Insurance stock:
Raymond T Hyer (Major Shareholder)
Ernie J Garateix (CEO)
Richard A Widdicombe (Chairman)
Nicholas George Pappas (Director)
Learn More investors buying Heritage Insurance stock.