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HRTG Institutional Ownership & 13F Holders | SmartMoneyDB

HRTGHERITAGE INSURANCE HLDGS INC

COM · CUSIP 42727J102

Smart Money Ownership

Of the 11 tracked institutions holding HRTG, 5 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +4.1pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$495.0K

+2.7pt

HRTG (HERITAGE INSURANCE HLDGS INC) Institutional Ownership Summary

Among the 11 tracked institutional investors we monitor, HRTG (HERITAGE INSURANCE HLDGS INC) is held with a combined value of $151.56M across 5,558,051 shares. The largest holder is BlackRock, Inc. with a position worth $57.50M. 6 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$151.56M

Total Shares Held

5,558,051

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

VANGUARD GROUP INC+14% shares~$6.8M MILLENNIUM MANAGEMENT LLC+90% shares~$1.1M CITADEL ADVISORS LLC+23% shares~$888.6K STATE STREET CORP+4% shares~$466.1K FMR LLC+13% shares~$385.6K

13F Institutional Holders

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AQR CAPITAL MANAGEMENT LLC

RENAISSANCE TECHNOLOGIES LLC

MILLENNIUM MANAGEMENT LLC

0.00% of book+90.0%

$2.38M

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+38.3%

$495.00K

Grantham, Mayo, Van Otterloo & Co. LLC

0.00% of book-

$323.98K

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$57.50M	2,190,370	0.00%	-1.1%
2	VANGUARD GROUP INC	$55.04M	1,881,027	0.00%	+14.2%
3	STATE STREET CORP	$13.78M	525,099	0.00%	+3.5%
4	AQR CAPITAL MANAGEMENT LLC	$9.17M	349,249	0.00%	-16.3%
5	CITADEL ADVISORS LLC	$4.82M	183,632	0.00%	+22.6%
6	RENAISSANCE TECHNOLOGIES LLC	$4.53M	172,530	0.01%	-5.0%
7	FMR LLC	$3.28M	125,129	0.00%	+13.3%
8	MILLENNIUM MANAGEMENT LLC	$2.38M	90,521	0.00%	+90.0%
9	PRICE T ROWE ASSOCIATES INC /MD/	$495.00K	18,856	0.00%	+38.3%
10	Grantham, Mayo, Van Otterloo & Co. LLC	$323.98K	12,342	0.00%	-

Frequently Asked Questions

Which institutional investors own the most HRTG stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HRTG with a position worth $57.50M, representing 0.00% of their portfolio. In total, 11 institutional investors hold HRTG with a combined value of $151.56M.

What percentage of HRTG is owned by institutional investors?

Institutional investors hold $151.56M worth of HRTG stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $57.50M in holdings.

What is a 13F filing and why does it matter for HRTG?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HRTG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track HRTG institutional moves

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