Heritage Insurance Holdings, Inc. - Common Stock (HRTG)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Common Stock
Shares outstanding
31,070,396
Total 13F shares
16,859,082
Share change
+36,736
Total reported value
$243,228,146
Put/Call ratio
25%
Price per share
$14.42
Number of holders
132
Value change
+$1,058,241
Number of buys
67
Number of sells
59

Institutional Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) as of Q1 2025

As of 31 Mar 2025, Heritage Insurance Holdings, Inc. - Common Stock (HRTG) was held by 132 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,859,082 shares. The largest 10 holders included BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, Pacific Ridge Capital Partners, LLC, Invesco Ltd., AMERICAN CENTURY COMPANIES INC, ACADIAN ASSET MANAGEMENT LLC, MARSHALL WACE, LLP, GEODE CAPITAL MANAGEMENT, LLC, and AQR CAPITAL MANAGEMENT LLC. This page lists 132 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
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.