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HRTG Insider Trading

Insider Ownership Percentage: 15.20%
Insider Buying (Last 12 Months): $331,700.00
Insider Selling (Last 12 Months): $11,154,626.36

Heritage Insurance Insider Trading History Chart

This chart shows the insider buying and selling history at Heritage Insurance by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Heritage Insurance Share Price & Price History

Current Price: $28.37
Price Change: ▲ Price Increase of +0.22 (0.78%)
As of 12/4/2025 04:59 PM ET

This chart shows the closing price history over time for HRTG up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Heritage Insurance Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/2/2025Kirk LuskCFOSell8,331$28.21$235,017.51550,425View SEC Filing Icon  
11/20/2025Ernie J GarateixCEOSell8,334$26.94$224,517.961,200,806View SEC Filing Icon  
11/18/2025Richard A. WiddicombeChairmanSell50,000$29.40$1,470,000.00449,047View SEC Filing Icon  
11/12/2025Ernie J GarateixCEOSell5,000$30.39$151,950.001,209,140View SEC Filing Icon  
11/11/2025Ernie J GarateixCEOSell10,000$29.10$291,000.001,219,140View SEC Filing Icon  
11/5/2025Kirk LuskCFOSell19,929$24.18$481,883.22558,756View SEC Filing Icon  
11/4/2025Kirk LuskCFOSell71$24.00$1,704.00578,685View SEC Filing Icon  
10/20/2025Ernie J GarateixCEOSell8,334$23.01$191,765.341,229,140View SEC Filing Icon  
10/14/2025Richard A. WiddicombeChairmanSell100,000$27.26$2,726,000.00499,047View SEC Filing Icon  
10/3/2025Kirk LuskCFOSell6,803$24.16$164,360.48578,756View SEC Filing Icon  
10/1/2025Kirk LuskCFOSell13,197$24.77$326,889.69585,559View SEC Filing Icon  
9/22/2025Ernie J GarateixCEOSell8,334$27.24$227,018.161,237,474View SEC Filing Icon  
9/16/2025Richard A. WiddicombeChairmanSell100,000$24.15$2,415,000.00599,047View SEC Filing Icon  
9/15/2025Ernie J GarateixCEOSell25,000$24.61$615,250.001,245,808View SEC Filing Icon  
9/12/2025Kirk LuskCFOSell20,000$24.17$483,400.00598,756View SEC Filing Icon  
9/5/2025Sharon BinnunCAOSell21,000$24.47$513,870.00176,006View SEC Filing Icon  
8/8/2025Paul L WhitingDirectorBuy2,500$20.50$51,250.0087,126View SEC Filing Icon  
5/9/2025Panagiotis ApostolouDirectorSell25,000$25.40$635,000.00164,719View SEC Filing Icon  
3/14/2025Ernie J GarateixCEOBuy5,000$12.77$63,850.001,270,808View SEC Filing Icon  
3/14/2025Kirk LuskCFOBuy6,000$13.85$83,100.00618,756View SEC Filing Icon  
3/14/2025Paul L WhitingDirectorBuy10,000$13.35$133,500.0079,576View SEC Filing Icon  
11/22/2024Nicholas George PappasDirectorSell4,000$12.64$50,560.0076,314View SEC Filing Icon  
8/16/2024Richard A. WiddicombeChairmanBuy4,437$14.55$64,558.35696,497View SEC Filing Icon  
8/9/2024Ernie J GarateixCEOBuy5,000$8.59$42,950.001,072,584View SEC Filing Icon  
5/28/2024Paul L WhitingDirectorBuy5,000$7.74$38,700.0064,662View SEC Filing Icon  
5/8/2024Nicholas George PappasDirectorSell6,000$8.56$51,360.0075,400View SEC Filing Icon  
5/7/2024Ernie J GarateixCEOBuy5,000$8.21$41,050.001,067,584View SEC Filing Icon  
5/6/2024Paul L WhitingDirectorBuy50,000$8.35$417,500.0059,662View SEC Filing Icon  
3/26/2024Nicholas George PappasDirectorSell1,000$10.87$10,870.0081,400View SEC Filing Icon  
3/14/2024Paul L WhitingDirectorBuy20,000$8.14$162,800.0020,000View SEC Filing Icon  
2/29/2024Nicholas George PappasDirectorSell1,300$7.06$9,178.0083,500View SEC Filing Icon  
2/2/2024Nicholas George PappasDirectorSell1,500$5.93$8,895.0084,800View SEC Filing Icon  
12/14/2023Paul L WhitingDirectorBuy40,871$7.34$299,993.1450,533View SEC Filing Icon  
3/21/2023Richard A. WiddicombeChairmanBuy5,000$3.01$15,050.00681,921View SEC Filing Icon  
3/16/2023Ernie J GarateixCEOBuy1,000$3.07$3,070.00469,160View SEC Filing Icon  
2/13/2023Raymond T HyerMajor ShareholderBuy202,460$1.96$396,821.602,811,115View SEC Filing Icon  
See Full Table

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

This chart shows the instiutional buying and selling at HRTG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Heritage Insurance Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/1/2025Cantor Fitzgerald L. P.12,750$0.32M0.0%+15.9%0.041%Search for SEC Filing on Google Icon
11/18/2025Advisory Services Network LLC990$25K0.0%N/A0.003%Search for SEC Filing on Google Icon
11/17/2025Jacobs Levy Equity Management Inc.424,032$10.68M0.0%-8.8%1.372%Search for SEC Filing on Google Icon
11/17/2025Kestra Private Wealth Services LLC24,260$0.61M0.0%N/A0.078%Search for SEC Filing on Google Icon
11/17/2025Triumph Capital Management3,503$88K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/17/2025XTX Topco Ltd19,894$0.50M0.0%-31.7%0.064%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC40,543$1.02M0.0%+11.5%0.131%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd189,521$4.77M0.0%+6.0%0.613%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC33,459$0.84M0.0%+38.4%0.108%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC252,372$6.36M0.0%+9.1%0.816%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,394$0.26M0.0%-15.3%0.034%Search for SEC Filing on Google Icon
11/17/2025Cantor Fitzgerald L. P.12,750$0.32M0.0%+15.9%0.041%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE146,366$3.69M0.0%+74.3%0.474%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.153,997$3.88M0.0%-35.7%0.498%Search for SEC Filing on Google Icon
11/14/2025Creative Planning49,921$1.26M0.0%+31.7%0.162%Search for SEC Filing on Google Icon
11/14/2025FJ Capital Management LLC37,745$0.95M0.1%N/A0.122%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.104,410$2.63M0.0%-7.1%0.338%Search for SEC Filing on Google Icon
11/14/2025Virtu Financial LLC10,993$0.28M0.0%N/A0.036%Search for SEC Filing on Google Icon
11/14/2025Man Group plc9,086$0.23M0.0%-11.1%0.029%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP80,269$2.02M0.0%-16.0%0.260%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC241,264$6.08M0.1%-13.1%0.781%Search for SEC Filing on Google Icon
11/14/2025Squarepoint Ops LLC46,578$1.17M0.0%N/A0.151%Search for SEC Filing on Google Icon
11/13/2025Boston Partners54,225$1.37M0.0%+20.5%0.175%Search for SEC Filing on Google Icon
11/13/2025Marshall Wace LLP1,024,357$25.79M0.0%+8.7%3.314%Search for SEC Filing on Google Icon
11/13/2025Arrowstreet Capital Limited Partnership242,916$6.12M0.0%-53.9%0.786%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.27,628$0.70M0.0%+34.7%0.089%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG289,827$7.30M0.0%+19.4%0.938%Search for SEC Filing on Google Icon
11/13/2025Connor Clark & Lunn Investment Management Ltd.626,194$15.77M0.0%-3.5%2.026%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets5,379$0.14M0.0%+77.2%0.017%Search for SEC Filing on Google Icon
11/13/2025Franklin Resources Inc.81,316$2.05M0.0%+131.8%0.263%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.39,695$1M0.0%-68.5%0.128%Search for SEC Filing on Google Icon
11/13/2025Dynamic Technology Lab Private Ltd27,770$0.70M0.1%N/A0.090%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP72,105$1.82M0.0%-3.3%0.233%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC55,938$1.41M0.0%-9.2%0.180%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP1,261,789$31.77M0.0%-11.1%4.068%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.32,300$0.81M0.0%-2.1%0.104%Search for SEC Filing on Google Icon
11/12/2025Segall Bryant & Hamill LLC174,562$4.40M0.1%-5.6%0.563%Search for SEC Filing on Google Icon
11/12/2025Sierra Summit Advisors LLC38,109$0.96M0.1%N/A0.123%Search for SEC Filing on Google Icon
11/12/2025American Century Companies Inc.888,452$22.37M0.0%+11.5%2.864%Search for SEC Filing on Google Icon
11/12/2025Intech Investment Management LLC8,995$0.23M0.0%-10.7%0.029%Search for SEC Filing on Google Icon
11/12/2025Pacific Ridge Capital Partners LLC458,929$11.56M2.5%+27.2%1.480%Search for SEC Filing on Google Icon
11/10/2025Counterpoint Mutual Funds LLC37,243$0.94M0.1%-62.8%0.120%Search for SEC Filing on Google Icon
11/7/2025GSA Capital Partners LLP34,251$0.86M0.1%+4.6%0.110%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.1,646,731$41.47M0.0%+8.7%5.309%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.65,365$1.65M0.0%-53.6%0.211%Search for SEC Filing on Google Icon
11/6/2025Versor Investments LP14,420$0.36M0.1%N/A0.046%Search for SEC Filing on Google Icon
11/6/2025Navellier & Associates Inc.42,561$1.07M0.1%+46.2%0.137%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.13,232$0.33M0.0%N/A0.043%Search for SEC Filing on Google Icon
11/4/2025State of Wyoming13,224$0.33M0.0%-52.0%0.043%Search for SEC Filing on Google Icon
11/4/2025Principal Financial Group Inc.64,490$1.62M0.0%+201.7%0.208%Search for SEC Filing on Google Icon
11/3/2025AlphaQuest LLC7,272$0.18M0.0%+123.1%0.023%Search for SEC Filing on Google Icon
11/3/2025Annis Gardner Whiting Capital Advisors LLC76,798$1.93M0.4%+514.4%0.248%Search for SEC Filing on Google Icon
11/3/2025Truist Financial Corp38,294$0.96M0.0%-4.8%0.123%Search for SEC Filing on Google Icon
10/31/2025Instrumental Wealth LLC60,060$1.40M1.0%+116.1%0.194%Search for SEC Filing on Google Icon
10/31/2025Y Intercept Hong Kong Ltd39,060$0.98M0.0%N/A0.126%Search for SEC Filing on Google Icon
10/30/2025Covestor Ltd1,622$41K0.0%-48.2%0.005%Search for SEC Filing on Google Icon
10/30/2025Bailard Inc.18,679$0.47M0.0%-24.6%0.060%Search for SEC Filing on Google Icon
10/30/2025Universal Beteiligungs und Servicegesellschaft mbH35,700$0.90M0.0%+24.4%0.115%Search for SEC Filing on Google Icon
10/29/2025Arkadios Wealth Advisors128,286$3.23M0.1%+10.7%0.414%Search for SEC Filing on Google Icon
10/29/2025Wealth Enhancement Advisory Services LLC9,992$0.25M0.0%N/A0.032%Search for SEC Filing on Google Icon
10/24/2025State of Alaska Department of Revenue1,453$36K0.0%N/A0.005%Search for SEC Filing on Google Icon
10/23/2025SG Americas Securities LLC27,281$0.69M0.0%+264.5%0.088%Search for SEC Filing on Google Icon
10/17/2025Optivise Advisory Services LLC8,757$0.22M0.1%N/A0.028%Search for SEC Filing on Google Icon
10/15/2025Financial Management Professionals Inc.1,020$26K0.0%N/A0.003%Search for SEC Filing on Google Icon
10/15/2025CWM LLC20,217$0.51M0.0%+40.4%0.065%Search for SEC Filing on Google Icon
10/10/2025USA Financial Formulas3,487$88K0.0%+254.7%0.011%Search for SEC Filing on Google Icon
10/9/2025Voya Investment Management LLC14,452$0.36M0.0%-16.8%0.047%Search for SEC Filing on Google Icon
10/7/2025Thurston Springer Miller Herd & Titak Inc.2,641$66K0.1%N/A0.009%Search for SEC Filing on Google Icon
10/7/2025Assenagon Asset Management S.A.462,075$11.64M0.0%+223.9%1.490%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.26,937$0.67M0.0%+120.6%0.087%Search for SEC Filing on Google Icon
8/19/2025State of Wyoming27,530$0.69M0.1%-7.4%0.089%Search for SEC Filing on Google Icon
8/15/2025Tower Research Capital LLC TRC 8,299$0.21M0.0%+1,366.3%0.027%Search for SEC Filing on Google Icon
8/15/2025Tidal Investments LLC14,093$0.35M0.0%N/A0.045%Search for SEC Filing on Google Icon
8/15/2025Man Group plc10,221$0.26M0.0%-65.2%0.033%Search for SEC Filing on Google Icon
8/15/2025Engineers Gate Manager LP21,632$0.54M0.0%N/A0.070%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets3,035$76K0.0%+77.3%0.010%Search for SEC Filing on Google Icon
8/15/2025Bridgeway Capital Management LLC277,721$6.93M0.2%-5.0%0.895%Search for SEC Filing on Google Icon
8/15/2025Balyasny Asset Management L.P.48,337$1.21M0.0%N/A0.156%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE83,988$2.10M0.0%+75.8%0.271%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.239,571$5.98M0.0%-33.9%0.772%Search for SEC Filing on Google Icon
8/15/2025AQR Capital Management LLC385,499$9.61M0.0%-24.3%1.243%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.112,403$2.80M0.0%+21.9%0.362%Search for SEC Filing on Google Icon
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,267$0.31M0.0%-9.9%0.040%Search for SEC Filing on Google Icon
8/14/2025The Manufacturers Life Insurance Company 8,205$0.21M0.0%N/A0.026%Search for SEC Filing on Google Icon
8/14/2025Sei Investments Co.20,505$0.51M0.0%N/A0.066%Search for SEC Filing on Google Icon
8/14/2025Nebula Research & Development LLC13,939$0.35M0.0%-32.7%0.045%Search for SEC Filing on Google Icon
8/14/2025Qube Research & Technologies Ltd178,839$4.46M0.0%+62.0%0.577%Search for SEC Filing on Google Icon
8/14/2025WINTON GROUP Ltd12,543$0.31M0.0%-58.1%0.040%Search for SEC Filing on Google Icon
8/13/2025Marshall Wace LLP942,167$23.50M0.0%+58.9%3.040%Search for SEC Filing on Google Icon
8/13/2025Walleye Capital LLC18,863$0.47M0.0%N/A0.061%Search for SEC Filing on Google Icon
8/13/2025First Trust Advisors LP74,578$1.86M0.0%+10.0%0.241%Search for SEC Filing on Google Icon
8/13/2025Invesco Ltd.412,161$10.28M0.0%-43.7%1.330%Search for SEC Filing on Google Icon
8/13/2025Arrowstreet Capital Limited Partnership526,377$13.13M0.0%+69.6%1.698%Search for SEC Filing on Google Icon
8/13/2025New York State Common Retirement Fund6,600$0.17M0.0%+127.6%0.021%Search for SEC Filing on Google Icon
8/13/2025Scotia Capital Inc.26,738$0.67M0.0%N/A0.086%Search for SEC Filing on Google Icon
8/13/2025Grantham Mayo Van Otterloo & Co. LLC13,281$0.33M0.0%N/A0.043%Search for SEC Filing on Google Icon
8/13/2025Russell Investments Group Ltd.125,828$3.14M0.0%+829.3%0.406%Search for SEC Filing on Google Icon
8/12/2025Boston Partners45,018$1.12M0.0%-43.4%0.145%Search for SEC Filing on Google Icon
8/12/2025XTX Topco Ltd29,145$0.73M0.0%+8.4%0.094%Search for SEC Filing on Google Icon
8/12/2025CreativeOne Wealth LLC11,463$0.29M0.0%N/A0.037%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Heritage Insurance logo
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.
Read More on Heritage Insurance

Today's Range

Now: $28.37
Low: $28.27
High: $28.78

50 Day Range

MA: $26.23
Low: $22.86
High: $31.14

52 Week Range

Now: $28.37
Low: $9.89
High: $31.98

Volume

234,353 shs

Average Volume

497,445 shs

Market Capitalization

$876.92 million

P/E Ratio

5.87

Dividend Yield

N/A

Beta

0.96

Who are the company insiders with the largest holdings of Heritage Insurance?

Heritage Insurance's top insider investors include:
  1. Ernie J Garateix (CEO)
  2. Richard A Widdicombe (Chairman)
  3. Kirk Lusk (CFO)
  4. Sharon Binnun (CAO)
  5. Panagiotis Apostolou (Director)
  6. Paul L Whiting (Director)
  7. Nicholas George Pappas (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:
  1. Vanguard Group Inc. — 5.31%
  2. Dimensional Fund Advisors LP — 4.07%
  3. Marshall Wace LLP — 3.31%
  4. American Century Companies Inc. — 2.86%
  5. Connor Clark & Lunn Investment Management Ltd. — 2.03%
  6. Assenagon Asset Management S.A. — 1.49%
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:
  1. Arrowstreet Capital Limited Partnership
  2. Dimensional Fund Advisors LP
  3. Russell Investments Group Ltd.
  4. Ameriprise Financial Inc.
  5. JPMorgan Chase & Co.
  6. Counterpoint Mutual Funds LLC
  7. Jacobs Levy Equity Management Inc.
  8. Bridgeway Capital Management LLC
Within the last year, company insiders that have sold Heritage Insurance company stock include:
  1. Ernie J Garateix (CEO)
  2. Richard A Widdicombe (Chairman)
  3. Kirk Lusk (CFO)
  4. Sharon Binnun (CAO)
  5. Panagiotis Apostolou (Director)
Learn More investors selling Heritage Insurance stock.

Which major investors are buying Heritage Insurance stock?

In the last quarter, HRTG stock was purchased by institutional investors including:
  1. Assenagon Asset Management S.A.
  2. Vanguard Group Inc.
  3. Pacific Ridge Capital Partners LLC
  4. American Century Companies Inc.
  5. Marshall Wace LLP
  6. Annis Gardner Whiting Capital Advisors LLC
  7. Bank of America Corp DE
  8. UBS Group AG
In the previous year, these company insiders have bought Heritage Insurance stock:
  1. Ernie J Garateix (CEO)
  2. Richard A Widdicombe (Chairman)
  3. Kirk Lusk (CFO)
  4. Sharon Binnun (CAO)
Learn More investors buying Heritage Insurance stock.