Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
31.1M
-
Number of holders
-
121
-
Total 13F shares, excl. options
-
16.8M
-
Shares change
-
+654K
-
Total reported value, excl. options
-
$204M
-
Value change
-
+$7.8M
-
Put/Call ratio
-
0.3
-
Number of buys
-
73
-
Number of sells
-
-57
-
Price
-
$12.10
Significant Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) as of Q4 2024
154 filings reported holding HRTG - Heritage Insurance Holdings, Inc. - Common Stock as of Q4 2024.
Heritage Insurance Holdings, Inc. - Common Stock (HRTG) has 121 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.8M shares
of 31.1M outstanding shares and own 54.22% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (1.93M shares), DIMENSIONAL FUND ADVISORS LP (1.57M shares), VANGUARD GROUP INC (1.33M shares), Invesco Ltd. (945K shares), Pacific Ridge Capital Partners, LLC (814K shares), MARSHALL WACE, LLP (664K shares), JACOBS LEVY EQUITY MANAGEMENT, INC (645K shares), ACADIAN ASSET MANAGEMENT LLC (628K shares), AMERICAN CENTURY COMPANIES INC (590K shares), and GEODE CAPITAL MANAGEMENT, LLC (500K shares).
This table shows the top 121 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.