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HRTG Insider Trading (Heritage Insurance)

Insider Ownership Percentage: 12.00%
Insider Buying (Last 12 Months): $8,182.84
Insider Selling (Last 12 Months): $0.00

Heritage Insurance Insider Trading History Chart

Heritage Insurance Share Price & Price History

$10.73
▼ -0.07 (-0.65%)
As of 04/9/2021 01:00 AM ET
Days: 30 | 90 | 365
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Heritage Insurance Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/2/2020Steven C MartindaleDirectorBuy628$13.03$8,182.846,450  
3/12/2020Ernie J GarateixCOOBuy1,000$9.60$9,600.00106,254  
3/10/2020Ernie J GarateixCOOBuy1,000$11.03$11,030.00105,254  
11/11/2019Bruce LucasCEOSell75,000$14.37$1,077,750.00801,859  
8/7/2019Steven C MartindaleDirectorBuy671$13.89$9,320.195,821  
5/9/2019Kirk LuskCFOBuy5,000$14.33$71,650.00128,331  
3/12/2019Steven C MartindaleDirectorBuy1,109$14.03$15,559.275,150  
3/8/2019Bruce LucasCEOBuy1,806$13.92$25,139.52946,859  
12/10/2018James MasielloDirectorBuy6,500$14.79$96,135.00246,295  
11/13/2018Bruce LucasCEOBuy3,880$16.46$63,864.80945,053  
11/9/2018Bruce LucasCEOBuy5,000$16.23$81,150.00941,173  
11/7/2018Bruce LucasCEOBuy9,300$16.07$149,451.00931,173  
11/6/2018Steven C MartindaleDirectorBuy1,002$16.21$16,242.4212,673  
11/5/2018Bruce LucasCEOBuy5,000$16.05$80,250.001,001,873  
8/23/2018Bruce LucasCEOBuy5,000$14.91$74,550.00996,873  
8/22/2018Ernie J GarateixCOOBuy1,000$14.72$14,720.00141,754  
8/10/2018Kirk LuskCFOBuy3,500$14.31$50,085.0051,331  
8/9/2018Bruce LucasCEOBuy7,000$14.46$101,220.00991,873  
8/9/2018Richard A WiddicombePresidentBuy5,000$14.36$71,800.00766,778  
8/7/2018Steven C MartindaleDirectorBuy2,039$15.08$30,748.12  
5/15/2018Steven C MartindaleDirectorBuy1,000$16.68$16,680.001,000  
5/14/2018Bruce LucasCEOBuy3,000$16.86$50,580.00984,873  
See Full Table

SEC Filings (Institutional Ownership Changes) for Heritage Insurance (NYSE:HRTG)

67.95% 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

Heritage Insurance Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/7/2021Spotlight Asset Group Inc.595,517$6.60M2.5%+1,114.9%2.130%
3/8/2021Dimensional Fund Advisors LP1,585,854$16.07M0.0%-0.5%5.652%
3/1/2021Phocas Financial Corp.503,449$5.10M0.8%-16.8%1.794%
2/25/2021Dimensional Fund Advisors LP1,585,854$16.07M0.0%-0.5%5.652%
2/25/2021Hsbc Holdings PLC46,606$0.48M0.0%+54.1%0.166%
2/24/2021Virtu Financial LLC13,045$0.13M0.0%N/A0.046%
2/19/2021JPMorgan Chase & Co.247,838$2.51M0.0%+14.1%0.883%
2/17/2021Jane Street Group LLC12,391$0.13M0.0%N/A0.044%
2/17/2021Invenomic Capital Management LP94,782$0.96M0.2%N/A0.338%
2/16/2021Squarepoint Ops LLC34,227$0.35M0.0%+73.3%0.122%
2/16/2021Nuveen Asset Management LLC299,787$3.04M0.0%-13.3%1.068%
2/16/2021Engineers Gate Manager LP32,973$0.33M0.0%+201.1%0.118%
2/16/2021ExodusPoint Capital Management LP35,050$0.36M0.0%N/A0.125%
2/12/2021Stifel Financial Corp115,200$1.17M0.0%-25.9%0.411%
2/12/2021The Manufacturers Life Insurance Company 16,960$0.17M0.0%+9.4%0.060%
2/12/2021Public Employees Retirement System of Ohio28,885$0.29M0.0%-23.2%0.103%
2/12/2021Credit Suisse AG30,083$0.31M0.0%+68.4%0.107%
2/12/2021Kennedy Capital Management Inc.518,256$5.25M0.1%+0.3%1.847%
2/11/2021Northern Trust Corp273,085$2.77M0.0%-3.8%0.973%
2/11/2021Barclays PLC66,668$0.68M0.0%+41.7%0.238%
2/10/2021Pacific Ridge Capital Partners LLC552,938$5.60M1.4%+0.8%1.971%
2/10/2021Rhumbline Advisers40,836$0.41M0.0%+13.9%0.146%
2/10/2021Renaissance Technologies LLC484,499$4.91M0.0%+0.5%1.727%
2/10/2021Brandywine Global Investment Management LLC290,040$2.94M0.0%-10.0%1.034%
2/10/2021Panagora Asset Management Inc.113,280$1.15M0.0%-1.3%0.404%
2/10/2021Boston Partners265,831$2.69M0.0%+139.4%0.947%
2/9/2021Wells Fargo & Company MN71,127$0.72M0.0%+1.6%0.253%
2/8/2021Royce & Associates LP1,219,988$12.36M0.1%+6.1%4.348%
2/8/2021Alliancebernstein L.P.28,966$0.29M0.0%-18.4%0.103%
2/5/2021BlackRock Inc.2,383,699$24.15M0.0%+7.7%8.495%
2/5/2021GW&K Investment Management LLC152,978$1.55M0.0%-2.0%0.545%
2/5/2021Acuitas Investments LLC169,950$1.72M1.1%-16.5%0.606%
2/4/2021Los Angeles Capital Management LLC64,614$0.66M0.0%-4.0%0.230%
2/4/2021Avantax Planning Partners Inc.121,812$1.23M0.1%+9.9%0.434%
2/4/2021Boston Partners265,831$2.69M0.0%+139.4%0.947%
2/4/2021Foundry Partners LLC139,317$1.41M0.1%-8.6%0.497%
2/3/2021Matarin Capital Management LLC46,107$0.47M0.1%-27.0%0.164%
2/2/2021First Trust Advisors LP59,739$0.61M0.0%-4.3%0.213%
2/1/2021MESIROW FINANCIAL INVESTMENT MANAGEMENT Equity & Fixed Income535,077$5.42M0.7%+3.6%1.907%
2/1/2021Victory Capital Management Inc.171,823$1.74M0.0%+24.1%0.612%
1/21/2021Harbor Group Inc.29,368$0.30M0.2%N/A0.105%
1/21/2021Kirr Marbach & Co. LLC IN181,180$1.84M0.6%-9.4%0.646%
1/19/2021Unison Advisors LLC23,827$0.24M0.1%+32.0%0.085%
1/8/2021Wedge Capital Management L L P NC85,570$0.87M0.0%+2.1%0.305%
12/10/2020Matarin Capital Management LLC63,175$0.64M0.1%N/A0.225%
12/4/2020Sei Investments Co.18,680$0.19M0.0%+25.2%0.067%
11/17/2020California State Teachers Retirement System37,971$0.38M0.0%-4.7%0.135%
11/16/2020AQR Capital Management LLC105,387$1.07M0.0%-16.8%0.376%
11/16/2020Squarepoint Ops LLC19,745$0.20M0.0%-57.1%0.070%
11/16/2020Boothbay Fund Management LLC159,058$1.61M0.1%+22.8%0.567%
11/13/2020Morgan Stanley21,836$0.22M0.0%+154.7%0.078%
11/13/2020Boston Partners111,022$1.12M0.0%N/A0.396%
11/13/2020Charles Schwab Investment Management Inc.61,838$0.63M0.0%-3.0%0.220%
11/13/2020Globeflex Capital L P111,958$1.13M0.3%+20.7%0.399%
11/12/2020JPMorgan Chase & Co.217,153$2.22M0.0%+22.0%0.774%
11/12/2020Arrowstreet Capital Limited Partnership294,995$2.99M0.0%+450.9%1.051%
11/12/2020Royce & Associates LP1,149,988$11.64M0.1%+13.1%4.098%
11/12/2020O Shaughnessy Asset Management LLC3,987$40K0.0%+494.2%0.014%
11/12/2020Massachusetts Financial Services Co. MA58,649$0.59M0.0%-3.8%0.209%
11/12/2020Federated Hermes Inc.12,709$0.13M0.0%+26.2%0.045%
11/10/2020US Bancorp DE5,460$55K0.0%+29.7%0.019%
11/10/2020AJO LP236,091$2.39M0.0%+11.7%0.841%
11/10/2020State Street Corp502,369$5.11M0.0%-4.7%1.790%
11/10/2020Pacific Ridge Capital Partners LLC548,603$5.55M1.6%-3.7%1.955%
11/9/2020Victory Capital Management Inc.138,418$1.40M0.0%-3.5%0.493%
11/9/2020State Board of Administration of Florida Retirement System26,156$0.27M0.0%N/A0.093%
11/9/2020Acuitas Investments LLC203,566$2.06M1.4%N/A0.725%
11/6/2020Sei Investments Co.18,823$0.19M0.0%+26.1%0.067%
11/6/2020BlackRock Inc.2,213,982$22.41M0.0%-3.5%7.890%
11/6/2020Aperio Group LLC42,639$0.43M0.0%+9.4%0.152%
11/6/2020GSA Capital Partners LLP29,903$0.30M0.1%+58.4%0.107%
11/5/2020California Public Employees Retirement System59,514$0.60M0.0%+3.9%0.212%
11/5/2020First Trust Advisors LP62,439$0.63M0.0%N/A0.223%
11/5/2020Wells Fargo & Company MN69,975$0.71M0.0%+2.2%0.249%
11/4/2020Mackay Shields LLC22,600$0.23M0.0%N/A0.081%
10/30/2020BNP Paribas Arbitrage SA6,141$62K0.0%+487.7%0.022%
10/30/2020WINTON GROUP Ltd17,778$0.18M0.0%+57.6%0.063%
10/26/2020Alberta Investment Management Corp15,700$0.16M0.0%-64.2%0.056%
10/23/2020LSV Asset Management614,386$6.22M0.0%-3.3%2.190%
10/23/2020Foundry Partners LLC152,451$1.54M0.1%-33.7%0.543%
10/19/2020Kirr Marbach & Co. LLC IN200,014$2.02M0.8%-1.3%0.713%
10/8/2020Wedge Capital Management L L P NC83,842$0.85M0.0%+695.4%0.299%
9/15/2020Two Sigma Advisers LP22,200$0.29M0.0%N/A0.079%
8/25/2020Nuveen Asset Management LLC394,442$5.16M0.0%-0.8%1.406%
8/24/2020Phocas Financial Corp.589,176$7.71M1.4%-7.9%2.100%
8/20/2020Charles Schwab Investment Management Inc.63,757$0.84M0.0%-4.5%0.227%
8/17/2020AQR Capital Management LLC126,693$1.66M0.0%-20.3%0.452%
8/17/2020Engineers Gate Manager LP19,944$0.26M0.0%N/A0.071%
8/17/2020Sei Investments Co.14,923$0.20M0.0%N/A0.053%
8/14/2020Bank of America Corp DE82,269$1.08M0.0%+26.1%0.293%
8/14/2020Stifel Financial Corp166,785$2.18M0.0%-4.6%0.594%
8/12/2020Bank of Montreal Can202,330$2.49M0.0%N/A0.721%
8/12/2020AJO LP211,342$2.77M0.0%N/A0.753%
8/12/2020Algert Global LLC14,070$0.18M0.1%N/A0.050%
8/12/2020Goldman Sachs Group Inc.61,930$0.81M0.0%+2.2%0.221%
8/12/2020Bank of New York Mellon Corp157,338$2.06M0.0%-5.0%0.561%
8/7/2020US Bancorp DE4,211$55K0.0%N/A0.015%
8/6/2020Mesirow Financial Investment Management Equity Management502,692$6.58M1.2%+4.1%1.782%
8/6/2020GW&K Investment Management LLC157,068$2.06M0.0%-1.9%0.557%
8/5/2020LSV Asset Management635,120$8.31M0.0%-2.0%2.251%
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 property insurance for single-family homeowners and condominium owners, and rental property insurance in Alabama, Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; and commercial residential insurance in Florida, New Jersey, and New York, as well as residential wind-only property and multi-peril property insurance. The company writes personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as indirectly to approximately 1,500 retail locations through 8 wholesale agency relationships. It also provides restoration, and emergency and recovery services; and property management, retail agency, and reinsurance services. The company was founded in 2012 and is headquartered in Clearwater, Florida.
Read More

Today's Range

Now: $10.73
$10.69
$10.94

50 Day Range

MA: $10.95
$9.70
$11.99

52 Week Range

Now: $10.73
$8.96
$14.05

Volume

56,495 shs

Average Volume

160,167 shs

Market Capitalization

$300.06 million

P/E Ratio

16.01

Dividend Yield

2.22%

Beta

0.67

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

Heritage Insurance's top insider investors include:
  1. Bruce Lucas (CEO)
  2. Kirk Lusk (CFO)
  3. Ernie J Garateix (COO)
  4. Steven C Martindale (Director)

Who are the major institutional investors of Heritage Insurance?

Heritage Insurance's top institutional shareholders include:
  1. Spotlight Asset Group Inc. — 2.13%

Which major investors are buying Heritage Insurance stock?

During the previous quarter, HRTG stock was purchased by institutional investors including:
  1. Spotlight Asset Group Inc.
In the previous year, these company insiders have bought Heritage Insurance stock:
  1. Bruce Lucas (CEO)
  2. Kirk Lusk (CFO)
  3. Ernie J Garateix (COO)
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