Security key
42727J102
Heritage Insurance Holdings, Inc. - Common Stock (HRTG)
CUSIP: 42727J102
Q2 2014 13F Holders as of 30 Jun 2014
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 31,070,396
- Total 13F shares
- 5,457,806
- Share change
- +5,457,218
- Total reported value
- $83,013,658
- Price per share
- $15.21
- Number of holders
- 43
- Value change
- +$83,004,658
- Number of buys
- 42
Report period
Q2 2014
Institutions
43
Top holders
10
HRTG full security history
Newer quarter: Q3 2014
Heritage Insurance Holdings, Inc. SEC filings
Heritage Insurance Holdings, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42727J102
Recent filing periods:
Top shareholders of HRTG - Heritage Insurance Holdings, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) as of Q2 2014
As of 30 Jun 2014,
Heritage Insurance Holdings, Inc. - Common Stock (HRTG) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,457,806 shares.
The largest 10 holders included
BlackRock Advisors LLC, Polar Capital LLP, Cortina Asset Management, LLC, Citadel Advisors LLC, Alyeska Investment Group, L.P., TCW GROUP INC, CarVal Investors, LLC, BlackRock Group LTD, ROYCE & ASSOCIATES LLC, and BlackRock Fund Advisors.
This page lists
43
institutional shareholders reporting positions in this security
for the Q2 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2014 vs Q4 2025 Across Filers
Q4 2025 holders
200
Q2 2014 holders
43
Holder diff
-157
| Investor | Q4 2025 Shares | Q2 2014 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q2 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.