HRTG Insider Trading

Insider Ownership Percentage: 11.90%
Insider Buying (Last 12 Months): $462,793.14
Insider Selling (Last 12 Months): $28,943.00

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: $10.43
Price Change: Price Decrease of -0.07 (-0.67%)
As of 04/25/2024 01:00 AM 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
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  
11/10/2022Raymond T HyerMajor ShareholderBuy158,660$1.33$211,017.802,478,655View SEC Filing Icon  
10/21/2022Raymond T HyerMajor ShareholderBuy229,995$1.38$317,393.102,319,995View SEC Filing Icon  
6/30/2022Kirk LuskCFOBuy10,000$2.61$26,100.00233,736View SEC Filing Icon  
5/10/2022Ernie J GarateixCEOBuy3,125$3.20$10,000.00450,999View SEC Filing Icon  
9/23/2021Steven C. MartindaleDirectorBuy1,235$7.16$8,842.60View SEC Filing Icon  
9/17/2021Ernie J GarateixCEOBuy3,000$5.68$17,040.00230,571View SEC Filing Icon  
9/17/2021Richard A. WiddicombeChairmanBuy10,000$5.84$58,400.00View SEC Filing Icon  
9/16/2021Kirk LuskCFOBuy8,650$5.75$49,737.50View SEC Filing Icon  
8/18/2021Ernie J. GarateixCEOBuy1,000$6.76$6,760.00227,571View SEC Filing Icon  
5/26/2021Ernie J GarateixCEOBuy500$8.30$4,150.00226,571View SEC Filing Icon  
5/14/2021Ernie J GarateixCEOBuy1,000$8.63$8,630.00226,071View 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
4/24/2024Assenagon Asset Management S.A.314,856$3.35M0.0%+265.3%1.042%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd13,479$88K0.0%-19.4%0.045%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC 6,195$40K0.0%N/A0.016%Search for SEC Filing on Google Icon
2/12/2024Pacific Ridge Capital Partners LLC905,855$5.91M1.2%-8.0%2.322%Search for SEC Filing on Google Icon
2/9/2024Hillsdale Investment Management Inc.10,550$69K0.0%-66.8%0.027%Search for SEC Filing on Google Icon
2/8/2024Essex Investment Management Co. LLC372,076$2.43M0.5%+11.2%0.954%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC11,224$73K0.0%-76.7%0.029%Search for SEC Filing on Google Icon
2/6/2024LSV Asset Management39,800$0.26M0.0%-11.8%0.102%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.104,000$0.68M0.0%+13.0%0.267%Search for SEC Filing on Google Icon
1/25/2024Instrumental Wealth LLC13,291$83K0.1%-52.2%0.034%Search for SEC Filing on Google Icon
1/18/2024Ritholtz Wealth Management34,097$0.22M0.0%+232.0%0.087%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.86,201$0.56M0.0%-20.0%0.221%Search for SEC Filing on Google Icon
1/16/2024Legato Capital Management LLC149,980$0.98M0.1%+20.2%0.384%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd16,718$0.11M0.0%N/A0.065%Search for SEC Filing on Google Icon
11/14/2023O Shaughnessy Asset Management LLC26,555$0.17M0.0%N/A0.104%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.93,791$0.61M0.0%+20.2%0.367%Search for SEC Filing on Google Icon
11/13/2023EAM Investors LLC294,574$1.91M0.4%N/A1.152%Search for SEC Filing on Google Icon
11/13/2023Acadian Asset Management LLC376,832$2.44M0.0%+110.3%1.474%Search for SEC Filing on Google Icon
11/13/2023Pacific Ridge Capital Partners LLC984,546$6.39M1.5%-2.5%3.852%Search for SEC Filing on Google Icon
11/9/2023Essex Investment Management Co. LLC334,495$2.17M0.4%N/A1.309%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC58,944$0.38M0.0%+68.3%0.231%Search for SEC Filing on Google Icon
11/7/2023Jump Financial LLC48,188$0.31M0.0%+137.4%0.189%Search for SEC Filing on Google Icon
11/6/2023Assenagon Asset Management S.A.107,738$0.70M0.0%+101.5%0.422%Search for SEC Filing on Google Icon
11/6/2023Victory Capital Management Inc.92,000$0.60M0.0%-13.6%0.360%Search for SEC Filing on Google Icon
10/13/2023Ritholtz Wealth Management10,271$67K0.0%N/A0.040%Search for SEC Filing on Google Icon
10/12/2023Legato Capital Management LLC124,825$0.81M0.1%N/A0.488%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC35,018$0.14M0.0%-27.7%0.137%Search for SEC Filing on Google Icon
8/14/2023Eqis Capital Management Inc.12,462$48K0.0%N/A0.049%Search for SEC Filing on Google Icon
8/11/2023Brandywine Global Investment Management LLC10,190$39K0.0%N/A0.038%Search for SEC Filing on Google Icon
8/7/2023Acadian Asset Management LLC179,176$0.69M0.0%+312.5%0.677%Search for SEC Filing on Google Icon
8/3/2023Dynamic Advisor Solutions LLC10,800$42K0.0%N/A0.041%Search for SEC Filing on Google Icon
7/27/2023Victory Capital Management Inc.106,500$0.41M0.0%+23.8%0.402%Search for SEC Filing on Google Icon
7/27/2023EA Series Trust40,782$0.16M0.0%N/A0.154%Search for SEC Filing on Google Icon
7/25/2023Assenagon Asset Management S.A.53,466$0.21M0.0%+65.3%0.202%Search for SEC Filing on Google Icon
5/12/2023Independent Advisor Alliance12,270$38K0.0%N/A0.048%Search for SEC Filing on Google Icon
5/11/2023Fortis Capital Management LLC27,000$83K0.0%N/A0.106%Search for SEC Filing on Google Icon
5/10/2023Connor Clark & Lunn Investment Management Ltd.12,574$39K0.0%N/A0.049%Search for SEC Filing on Google Icon
5/4/2023Instrumental Wealth LLC27,791$94K0.1%N/A0.109%Search for SEC Filing on Google Icon
5/2/2023LSV Asset Management45,100$0.14M0.0%-14.9%0.176%Search for SEC Filing on Google Icon
5/2/2023Victory Capital Management Inc.86,000$0.27M0.0%-30.1%0.336%Search for SEC Filing on Google Icon
4/18/2023Assenagon Asset Management S.A.32,351$100K0.0%N/A0.127%Search for SEC Filing on Google Icon
4/6/2023Farmers Trust Co.11,150$34K0.0%N/A0.044%Search for SEC Filing on Google Icon
2/14/2023Pacific Ridge Capital Partners LLC874,636$1.57M0.4%+13.9%3.380%Search for SEC Filing on Google Icon
2/13/2023GSA Capital Partners LLP215,371$0.39M0.0%+56.8%0.832%Search for SEC Filing on Google Icon
2/10/2023Avantax Planning Partners Inc.50,383$91K0.0%-50.0%0.195%Search for SEC Filing on Google Icon
2/8/2023Belpointe Asset Management LLC33,284$60K0.0%-26.3%0.129%Search for SEC Filing on Google Icon
2/8/2023LSV Asset Management53,000$95K0.0%-57.2%0.205%Search for SEC Filing on Google Icon
1/30/2023International Assets Investment Management LLC396,600$0.71M0.1%N/A1.532%Search for SEC Filing on Google Icon
11/21/2022FourThought Financial LLC32,777$74K0.0%+1,538.9%0.127%Search for SEC Filing on Google Icon
11/18/2022Spotlight Asset Group Inc.595,517$0.85M0.8%N/A2.301%Search for SEC Filing on Google Icon
11/14/2022Ergoteles LLC20,141$46K0.0%-83.9%0.078%Search for SEC Filing on Google Icon
11/10/2022Pacific Ridge Capital Partners LLC767,811$1.74M0.4%-2.3%2.890%Search for SEC Filing on Google Icon
11/10/2022Rutabaga Capital Management LLC MA1,257,983$2.84M2.5%N/A4.735%Search for SEC Filing on Google Icon
11/10/2022Keeley Teton Advisors LLC107,326$0.24M0.0%-8.2%0.415%Search for SEC Filing on Google Icon
11/8/2022Herold Advisors Inc.23,000$51K0.0%+64.3%0.087%Search for SEC Filing on Google Icon
11/7/2022LSV Asset Management123,946$0.28M0.0%-73.1%0.467%Search for SEC Filing on Google Icon
11/4/2022Russell Investments Group Ltd.36,300$82K0.0%-14.8%0.137%Search for SEC Filing on Google Icon
11/2/2022Victory Capital Management Inc.134,000$0.30M0.0%-9.2%0.504%Search for SEC Filing on Google Icon
10/14/2022Unison Advisors LLC33,365$76K0.0%+34.2%0.126%Search for SEC Filing on Google Icon
8/16/2022Corton Capital Inc.12,992$34K0.0%N/A0.049%Search for SEC Filing on Google Icon
8/16/2022Delphia USA Inc.14,189$37K0.0%N/A0.053%Search for SEC Filing on Google Icon
8/12/2022Keeley Teton Advisors LLC116,962$0.31M0.0%-25.9%0.440%Search for SEC Filing on Google Icon
8/10/2022Pacific Ridge Capital Partners LLC785,605$2.07M0.5%-7.7%2.968%Search for SEC Filing on Google Icon
8/5/2022Connor Clark & Lunn Investment Management Ltd.97,679$0.26M0.0%+107.8%0.369%Search for SEC Filing on Google Icon
7/15/2022Herold Advisors Inc.14,000$36K0.0%+133.3%0.053%Search for SEC Filing on Google Icon
5/12/2022Connor Clark & Lunn Investment Management Ltd.47,013$0.34M0.0%+55.9%0.178%Search for SEC Filing on Google Icon
5/11/2022Pacific Ridge Capital Partners LLC851,318$6.08M1.2%+2.0%3.216%Search for SEC Filing on Google Icon
5/11/2022McIlrath & Eck LLC6,000$43K0.0%N/A0.023%Search for SEC Filing on Google Icon
5/10/2022Boston Partners376,164$2.69M0.0%+19.2%1.421%Search for SEC Filing on Google Icon
5/9/2022Herold Advisors Inc.6,000$43K0.0%N/A0.023%Search for SEC Filing on Google Icon
5/9/2022Avantax Planning Partners Inc.100,707$0.72M0.0%+13.5%0.380%Search for SEC Filing on Google Icon
5/6/2022Acuitas Investments LLC830,310$5.93M5.6%+76.0%3.137%Search for SEC Filing on Google Icon
5/5/2022Royce & Associates LP159,610$1.14M0.0%-56.5%0.603%Search for SEC Filing on Google Icon
5/5/2022Russell Investments Group Ltd.43,492$0.31M0.0%-16.4%0.164%Search for SEC Filing on Google Icon
4/28/2022Belpointe Asset Management LLC47,304$0.34M0.0%+100.2%0.176%Search for SEC Filing on Google Icon
4/21/2022First Quadrant LLC CA6,121$44K0.2%N/A0.023%Search for SEC Filing on Google Icon
2/15/2022Kennedy Capital Management Inc.228,231$1.34M0.0%-37.5%0.819%Search for SEC Filing on Google Icon
2/14/2022PDT Partners LLC11,906$70K0.0%N/A0.043%Search for SEC Filing on Google Icon
2/14/2022Guggenheim Capital LLC351,263$2.07M0.0%-29.1%1.260%Search for SEC Filing on Google Icon
2/10/2022Panagora Asset Management Inc.99,237$0.58M0.0%-7.4%0.356%Search for SEC Filing on Google Icon
2/10/2022Pacific Ridge Capital Partners LLC834,956$4.91M0.9%+15.5%2.995%Search for SEC Filing on Google Icon
2/10/2022Connor Clark & Lunn Investment Management Ltd.30,155$0.18M0.0%+12.3%0.108%Search for SEC Filing on Google Icon
2/9/2022Dimensional Fund Advisors LP1,276,551$7.51M0.0%-5.7%4.579%Search for SEC Filing on Google Icon
2/9/2022Keebeck Alpha LP11,682$69K0.0%N/A0.042%Search for SEC Filing on Google Icon
2/8/2022Acuitas Investments LLC471,707$2.77M1.2%+59.2%1.692%Search for SEC Filing on Google Icon
2/8/2022Northern Trust Corp229,136$1.35M0.0%-9.8%0.822%Search for SEC Filing on Google Icon
2/7/2022Victory Capital Management Inc.145,900$0.86M0.0%-45.7%0.523%Search for SEC Filing on Google Icon
2/7/2022SG Americas Securities LLC12,011$71K0.0%-40.3%0.043%Search for SEC Filing on Google Icon
2/7/2022Royce & Associates LP367,103$2.16M0.0%-19.7%1.317%Search for SEC Filing on Google Icon
2/4/2022IndexIQ Advisors LLC38,114$0.22M0.0%-6.1%0.137%Search for SEC Filing on Google Icon
2/2/2022New York State Common Retirement Fund7,995$47K0.0%-85.6%0.029%Search for SEC Filing on Google Icon
1/28/2022Allspring Global Investments Holdings LLC10,750$63K0.0%N/A0.039%Search for SEC Filing on Google Icon
1/28/2022LSV Asset Management472,190$2.78M0.0%-4.4%1.694%Search for SEC Filing on Google Icon
1/21/2022Russell Investments Group Ltd.52,038$0.31M0.0%-14.8%0.187%Search for SEC Filing on Google Icon
11/16/2021Phocas Financial Corp.416,364$2.84M0.4%-9.7%1.493%Search for SEC Filing on Google Icon
11/16/2021Squarepoint Ops LLC19,813$0.14M0.0%-53.6%0.071%Search for SEC Filing on Google Icon
11/16/2021Two Sigma Advisers LP236,600$1.61M0.0%+9.3%0.849%Search for SEC Filing on Google Icon
11/16/2021Two Sigma Investments LP207,809$1.42M0.0%+3.0%0.745%Search for SEC Filing on Google Icon
11/15/2021Point72 Hong Kong Ltd3,910$27K0.0%N/A0.014%Search for SEC Filing on Google Icon
11/15/2021Marshall Wace LLP74,765$0.51M0.0%+311.2%0.268%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: $10.43
Low: $10.02
High: $10.48

50 Day Range

MA: $8.84
Low: $6.31
High: $10.99

52 Week Range

Now: $10.43
Low: $3.15
High: $11.23

Volume

162,782 shs

Average Volume

363,533 shs

Market Capitalization

$315.19 million

P/E Ratio

6.06

Dividend Yield

N/A

Beta

0.9

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

Heritage Insurance's top insider investors include:
  1. Raymond T Hyer (Major Shareholder)
  2. Richard A Widdicombe (Chairman)
  3. Ernie J Garateix (CEO)
  4. Kirk Lusk (CFO)
  5. Nicholas George Pappas (Director)
  6. Paul L Whiting (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. Assenagon Asset Management S.A. — 1.04%
Learn More about top institutional investors of Heritage Insurance stock.

Which major investors are buying Heritage Insurance stock?

During the previous quarter, HRTG stock was purchased by institutional investors including:
  1. Assenagon Asset Management S.A.
In the previous year, these company insiders have bought Heritage Insurance stock:
  1. Raymond T Hyer (Major Shareholder)
  2. Richard A Widdicombe (Chairman)
  3. Ernie J Garateix (CEO)
  4. Kirk Lusk (CFO)
  5. Nicholas George Pappas (Director)
Learn More investors buying Heritage Insurance stock.