Learn to Customize Your Own Options Trading Strategy
This guide will help you evaluate and analyze your trading plan to create a custom options trading strategy tailored to your risk profile and market outlook. Learn how to take your trading to the next level.
Download your FREE Options Strategy Guide Today!

HRTG Insider Trading (Heritage Insurance)

Insider Ownership Percentage: 8.50%
Insider Buying (Last 12 Months): $153,560.10
Insider Selling (Last 12 Months): $0.00

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: $6.71
Price Change: Price Decrease of -0.31 (-4.42%)
As of 12/3/2021 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
Learn to Customize Your Own Options Trading Strategy
This guide will help you evaluate and analyze your trading plan to create a custom options trading strategy tailored to your risk profile and market outlook. Learn how to take your trading to the next level.
Download your FREE Options Strategy Guide Today!

Heritage Insurance Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
9/2/2020Steven C MartindaleDirectorBuy628$13.03$8,182.846,450View SEC Filing Icon  
3/12/2020Ernie J GarateixCOOBuy1,000$9.60$9,600.00106,254View SEC Filing Icon  
3/10/2020Ernie J GarateixCOOBuy1,000$11.03$11,030.00105,254View SEC Filing Icon  
11/11/2019Bruce LucasCEOSell75,000$14.37$1,077,750.00801,859View SEC Filing Icon  
8/7/2019Steven C MartindaleDirectorBuy671$13.89$9,320.195,821View SEC Filing Icon  
5/9/2019Kirk LuskCFOBuy5,000$14.33$71,650.00128,331View SEC Filing Icon  
3/12/2019Steven C MartindaleDirectorBuy1,109$14.03$15,559.275,150View SEC Filing Icon  
3/8/2019Bruce LucasCEOBuy1,806$13.92$25,139.52946,859View SEC Filing Icon  
12/10/2018James MasielloDirectorBuy6,500$14.79$96,135.00246,295View SEC Filing Icon  
See Full Table
Insider Trading at Heritage Insurance?
Sign-up to receive InsiderTrades.com's daily insider buying and selling report for Heritage Insurance and related companies.

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

65.43% 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
11/18/2021Bank of New York Mellon Corp156,833$1.07M0.0%-7.4%0.563%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
11/16/2021BNP Paribas Arbitrage SA8,431$57K0.0%+65.7%0.030%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
11/16/2021Millennium Management LLC116,789$0.80M0.0%+526.0%0.419%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
11/15/2021Cubist Systematic Strategies LLC14,211$97K0.0%N/A0.051%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
11/15/2021Royal Bank of Canada41,387$0.28M0.0%+9.2%0.148%Search for SEC Filing on Google Icon
11/15/2021Putnam Investments LLC274,358$1.87M0.0%+27.7%0.984%Search for SEC Filing on Google Icon
11/15/2021Morgan Stanley51,233$0.35M0.0%-28.4%0.184%Search for SEC Filing on Google Icon
11/15/2021Invesco Ltd.63,997$0.44M0.0%+5.1%0.230%Search for SEC Filing on Google Icon
11/15/2021Dimensional Fund Advisors LP1,353,066$9.21M0.0%-8.5%4.853%Search for SEC Filing on Google Icon
11/15/2021GSA Capital Partners LLP60,310$0.41M0.0%+8.6%0.216%Search for SEC Filing on Google Icon
11/12/2021Trexquant Investment LP27,855$0.19M0.0%+51.6%0.100%Search for SEC Filing on Google Icon
11/12/2021Renaissance Technologies LLC310,731$2.12M0.0%-15.1%1.115%Search for SEC Filing on Google Icon
11/12/2021Jump Financial LLC10,313$70K0.0%N/A0.037%Search for SEC Filing on Google Icon
11/12/2021Hsbc Holdings PLC21,621$0.15M0.0%-20.9%0.077%Search for SEC Filing on Google Icon
11/12/2021Brandywine Global Investment Management LLC267,328$1.82M0.0%-0.9%0.955%Search for SEC Filing on Google Icon
11/12/2021Credit Suisse AG20,589$0.14M0.0%+8.3%0.074%Search for SEC Filing on Google Icon
11/12/2021Arrowstreet Capital Limited Partnership77,820$0.53M0.0%+16.9%0.278%Search for SEC Filing on Google Icon
11/12/2021Geode Capital Management LLC386,681$2.63M0.0%-7.9%1.381%Search for SEC Filing on Google Icon
11/12/2021Keeley Teton Advisors LLC137,710$0.94M0.1%+104.5%0.492%Search for SEC Filing on Google Icon
11/12/2021Connor Clark & Lunn Investment Management Ltd.26,851$0.18M0.0%N/A0.096%Search for SEC Filing on Google Icon
11/10/2021Goldman Sachs Group Inc.94,793$0.65M0.0%+12.3%0.338%Search for SEC Filing on Google Icon
11/10/2021IndexIQ Advisors LLC40,577$0.28M0.0%+11.1%0.145%Search for SEC Filing on Google Icon
11/10/2021Alliancebernstein L.P.12,375$84K0.0%-12.7%0.044%Search for SEC Filing on Google Icon
11/9/2021Barclays PLC65,033$0.44M0.0%+19.7%0.232%Search for SEC Filing on Google Icon
11/9/2021BlackRock Inc.2,566,357$17.48M0.0%+0.3%9.163%Search for SEC Filing on Google Icon
11/8/2021Russell Investments Group Ltd.61,082$0.42M0.0%-94.0%0.218%Search for SEC Filing on Google Icon
11/8/2021Los Angeles Capital Management LLC52,420$0.36M0.0%+43.5%0.187%Search for SEC Filing on Google Icon
11/5/2021Advisory Services Network LLC22,679$0.15M0.0%+8.2%0.081%Search for SEC Filing on Google Icon
11/5/2021Boston Partners316,721$2.16M0.0%-7.6%1.131%Search for SEC Filing on Google Icon
11/4/2021LSV Asset Management494,008$3.36M0.0%-5.8%1.764%Search for SEC Filing on Google Icon
11/3/2021Herold Advisors Inc.5,000$34K0.0%N/A0.018%Search for SEC Filing on Google Icon
11/3/2021Brookstone Capital Management29,777$0.21M0.0%N/A0.106%Search for SEC Filing on Google Icon
11/2/2021New York State Common Retirement Fund55,416$0.38M0.0%-28.3%0.198%Search for SEC Filing on Google Icon
11/2/2021Victory Capital Management Inc.268,823$1.83M0.0%+27.0%0.960%Search for SEC Filing on Google Icon
11/1/2021SG Americas Securities LLC20,134$0.14M0.0%N/A0.072%Search for SEC Filing on Google Icon
10/27/2021Acuitas Investments LLC296,281$2.02M0.9%-18.0%1.058%Search for SEC Filing on Google Icon
10/18/2021Raymond James Trust N.A.29,000$0.20M0.0%+13.7%0.104%Search for SEC Filing on Google Icon
10/14/2021Foundry Partners LLC102,205$0.70M0.0%-12.5%0.365%Search for SEC Filing on Google Icon
9/3/2021Parametric Portfolio Associates LLC127,571$1.10M0.0%+341.1%0.455%Search for SEC Filing on Google Icon
8/25/2021Marshall Wace LLP18,182$0.16M0.0%N/A0.065%Search for SEC Filing on Google Icon
8/23/2021Morgan Stanley71,528$0.61M0.0%+572.2%0.255%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN16,308$0.14M0.0%-52.6%0.058%Search for SEC Filing on Google Icon
8/17/2021Millennium Management LLC18,655$0.16M0.0%+31.5%0.067%Search for SEC Filing on Google Icon
8/17/2021Prudential Financial Inc.71,468$0.61M0.0%-59.2%0.255%Search for SEC Filing on Google Icon
8/17/2021Boothbay Fund Management LLC152,357$1.31M0.0%-7.9%0.544%Search for SEC Filing on Google Icon
8/17/2021Bridgeway Capital Management LLC118,600$1.02M0.0%-8.2%0.423%Search for SEC Filing on Google Icon
8/16/2021Squarepoint Ops LLC42,701$0.37M0.0%N/A0.152%Search for SEC Filing on Google Icon
8/16/2021AQR Capital Management LLC236,656$2.03M0.0%+13.3%0.845%Search for SEC Filing on Google Icon
8/16/2021Bank of America Corp DE31,826$0.27M0.0%-39.2%0.114%Search for SEC Filing on Google Icon
8/16/2021California State Teachers Retirement System35,480$0.30M0.0%-6.6%0.127%Search for SEC Filing on Google Icon
8/16/2021First Trust Advisors LP62,481$0.54M0.0%-3.8%0.223%Search for SEC Filing on Google Icon
8/16/2021Putnam Investments LLC214,858$1.84M0.0%-2.1%0.767%Search for SEC Filing on Google Icon
8/16/2021Morgan Stanley71,528$0.61M0.0%+572.2%0.255%Search for SEC Filing on Google Icon
8/16/2021Invenomic Capital Management LP147,986$1.27M0.3%+30.4%0.528%Search for SEC Filing on Google Icon
8/16/2021Kennedy Capital Management Inc.420,382$3.61M0.1%-14.1%1.501%Search for SEC Filing on Google Icon
8/16/2021Charles Schwab Investment Management Inc.64,889$0.56M0.0%+4.4%0.232%Search for SEC Filing on Google Icon
8/16/2021State Street Corp507,475$4.39M0.0%+6.7%1.812%Search for SEC Filing on Google Icon
8/16/2021Nuveen Asset Management LLC319,570$2.74M0.0%+5.4%1.141%Search for SEC Filing on Google Icon
8/16/2021Marshall Wace LLP18,182$0.16M0.0%N/A0.065%Search for SEC Filing on Google Icon
8/13/2021Renaissance Technologies LLC365,799$3.14M0.0%-2.1%1.306%Search for SEC Filing on Google Icon
8/13/2021Northern Trust Corp248,211$2.13M0.0%-4.0%0.886%Search for SEC Filing on Google Icon
8/13/2021Pacific Ridge Capital Partners LLC754,180$6.47M1.2%+0.6%2.693%Search for SEC Filing on Google Icon
8/13/2021Brandywine Global Investment Management LLC269,880$2.32M0.0%-6.1%0.964%Search for SEC Filing on Google Icon
8/13/2021Stifel Financial Corp219,555$1.88M0.0%+33.7%0.784%Search for SEC Filing on Google Icon
8/13/2021Geode Capital Management LLC419,872$3.60M0.0%-1.0%1.499%Search for SEC Filing on Google Icon
8/13/2021Vanguard Group Inc.1,265,009$10.85M0.0%-12.0%4.517%Search for SEC Filing on Google Icon
8/12/2021Trexquant Investment LP18,368$0.16M0.0%N/A0.066%Search for SEC Filing on Google Icon
8/12/2021Boston Partners342,697$2.94M0.0%+8.0%1.224%Search for SEC Filing on Google Icon
8/12/2021Dimensional Fund Advisors LP1,478,673$12.69M0.0%-3.3%5.280%Search for SEC Filing on Google Icon
8/12/2021Advisory Services Network LLC20,957$0.18M0.0%N/A0.075%Search for SEC Filing on Google Icon
8/12/2021Acuitas Investments LLC361,281$3.10M1.5%+49.6%1.290%Search for SEC Filing on Google Icon
8/12/2021JPMorgan Chase & Co.207,292$1.78M0.0%-17.0%0.740%Search for SEC Filing on Google Icon
8/11/2021Great Lakes Advisors LLC29,613$0.25M0.0%N/A0.106%Search for SEC Filing on Google Icon
8/11/2021Bank of New York Mellon Corp169,384$1.45M0.0%+2.3%0.605%Search for SEC Filing on Google Icon
8/11/2021BlackRock Inc.2,559,145$21.96M0.0%-1.0%9.151%Search for SEC Filing on Google Icon
8/11/2021Panagora Asset Management Inc.108,347$0.93M0.0%-5.8%0.387%Search for SEC Filing on Google Icon
8/10/2021BNP Paribas Arbitrage SA5,087$44K0.0%-57.5%0.018%Search for SEC Filing on Google Icon
8/10/2021Citigroup Inc.3,461$30K0.0%+78.5%0.012%Search for SEC Filing on Google Icon
8/10/2021WINTON GROUP Ltd19,670$0.17M0.0%+10.1%0.070%Search for SEC Filing on Google Icon
8/6/2021Clear Harbor Asset Management LLC15,769$0.14M0.0%-68.0%0.056%Search for SEC Filing on Google Icon
8/5/2021Rhumbline Advisers35,547$0.31M0.0%-8.2%0.127%Search for SEC Filing on Google Icon
8/5/2021Los Angeles Capital Management LLC36,530$0.31M0.0%-38.8%0.131%Search for SEC Filing on Google Icon
8/5/2021GSA Capital Partners LLP55,552$0.48M0.1%N/A0.199%Search for SEC Filing on Google Icon
8/4/2021LSV Asset Management524,508$4.50M0.0%-7.1%1.875%Search for SEC Filing on Google Icon
8/3/2021Victory Capital Management Inc.211,595$1.82M0.0%+4.5%0.757%Search for SEC Filing on Google Icon
8/2/2021New York State Common Retirement Fund77,242$0.66M0.0%-2.5%0.276%Search for SEC Filing on Google Icon
8/2/2021Acuitas Investments LLC3,099,791$0.36M0.3%+1,183.4%11.085%Search for SEC Filing on Google Icon
7/30/2021Alliancebernstein L.P.14,175$0.12M0.0%-22.4%0.051%Search for SEC Filing on Google Icon
7/26/2021Harbor Group Inc.18,918$0.16M0.1%-35.6%0.068%Search for SEC Filing on Google Icon
6/22/2021Phocas Financial Corp.482,319$5.34M0.7%-4.2%1.725%Search for SEC Filing on Google Icon
5/18/2021Millennium Management LLC14,181$0.16M0.0%-44.5%0.051%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley10,641$0.12M0.0%-81.5%0.038%Search for SEC Filing on Google Icon
5/17/2021AQR Capital Management LLC208,845$2.31M0.0%+48.1%0.747%Search for SEC Filing on Google Icon
5/17/2021Putnam Investments LLC219,358$2.43M0.0%-3.3%0.784%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Heritage Insurance logo
Heritage Insurance Holdings, Inc. engages in the provision of personal and residential premium, property, and casualty insurance policies. It offers personal residential insurance for single-family homeowners and condominium owners, rental property insurance, and commercial residential insurance. The company was founded in August 2012 and is headquartered in Clearwater, FL.
Read More on Heritage Insurance

Today's Range

Now: $6.71
Low: $6.71
High: $7.04

50 Day Range

MA: $6.83
Low: $6.37
High: $7.27

52 Week Range

Now: $6.71
Low: $5.47
High: $12.20

Volume

245,494 shs

Average Volume

204,082 shs

Market Capitalization

$187.07 million

P/E Ratio

N/A

Dividend Yield

3.42%

Beta

0.57

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. Ernie J Garateix (CEO)
  3. Ernie J Garateix (COO)
  4. Steven C Martindale (Director)
  5. Kirk Lusk (CFO)
  6. Richard A Widdicombe (Chairman)

Who are the major institutional investors of Heritage Insurance?

Heritage Insurance's top institutional shareholders include:
  1. BlackRock Inc. — 9.16%
  2. Dimensional Fund Advisors LP — 4.85%
  3. LSV Asset Management — 1.76%
  4. Phocas Financial Corp. — 1.49%
  5. Citadel Advisors LLC — 0.00%
  6. Geode Capital Management LLC — 1.38%

Which major investors are selling Heritage Insurance stock?

Within the previous quarter, HRTG stock was sold by these institutional investors:
  1. Russell Investments Group Ltd.
  2. Dimensional Fund Advisors LP
  3. Acuitas Investments LLC
  4. Renaissance Technologies LLC
  5. Phocas Financial Corp.
  6. Geode Capital Management LLC
  7. LSV Asset Management
  8. Boston Partners

Which major investors are buying Heritage Insurance stock?

Within the previous quarter, HRTG stock was purchased by institutional investors including:
  1. Citadel Advisors LLC
  2. Millennium Management LLC
  3. Keeley Teton Advisors LLC
  4. Putnam Investments LLC
  5. Victory Capital Management Inc.
  6. Marshall Wace LLP
  7. Brookstone Capital Management
  8. Connor Clark & Lunn Investment Management Ltd.
In the last year, these company insiders have bought Heritage Insurance stock:
  1. Ernie J Garateix (CEO)
  2. Ernie J Garateix (CEO)
  3. Ernie J Garateix (COO)
  4. Steven C Martindale (Director)
  5. Kirk Lusk (CFO)
  6. Richard A Widdicombe (Chairman)
Learn to Customize Your Own Options Trading Strategy
This guide will help you evaluate and analyze your trading plan to create a custom options trading strategy tailored to your risk profile and market outlook. Learn how to take your trading to the next level.
Download your FREE Options Strategy Guide Today!