HRTG Insider Trading

Insider Ownership Percentage: 10.80%
Insider Buying (Last 12 Months): $36,100.00
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: $2.29
Price Change: Price Increase of +0.03 (1.33%)
As of 10/3/2022 05:31 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
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  
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  
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SEC Filings (Institutional Ownership Changes) for Heritage Insurance (NYSE:HRTG)

53.52% 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
8/18/2022Goldman Sachs Group Inc.225,575$0.60M0.0%+77.3%0.849%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
8/15/2022AQR Capital Management LLC127,969$0.34M0.0%-7.5%0.482%Search for SEC Filing on Google Icon
8/15/2022State Street Corp85,038$0.23M0.0%-81.7%0.320%Search for SEC Filing on Google Icon
8/15/2022Citadel Advisors LLC89,707$0.24M0.0%-39.1%0.338%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC367,072$0.97M0.0%+74.7%1.382%Search for SEC Filing on Google Icon
8/15/2022Atria Wealth Solutions Inc.10,801$29K0.0%N/A0.041%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC261,799$0.69M0.0%-46.6%0.989%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp45,927$0.12M0.0%-79.0%0.174%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
8/11/2022JPMorgan Chase & Co.10,499$27K0.0%-57.7%0.040%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
6/7/2022Bank of America Corp DE38,260$0.27M0.0%-40.2%0.145%Search for SEC Filing on Google Icon
5/18/2022BNP Paribas Arbitrage SA9,948$71K0.0%-99.3%0.038%Search for SEC Filing on Google Icon
5/17/2022Royal Bank of Canada28,057$0.20M0.0%-59.6%0.106%Search for SEC Filing on Google Icon
5/17/2022Guggenheim Capital LLC299,261$2.14M0.0%-14.8%1.131%Search for SEC Filing on Google Icon
5/16/2022California State Teachers Retirement System11,215$80K0.0%-24.0%0.042%Search for SEC Filing on Google Icon
5/16/2022Goldman Sachs Group Inc.127,254$0.91M0.0%+24.3%0.481%Search for SEC Filing on Google Icon
5/16/2022Engineers Gate Manager LP68,075$0.49M0.0%+119.2%0.257%Search for SEC Filing on Google Icon
5/16/2022Invesco Ltd.88,098$0.63M0.0%+50.6%0.333%Search for SEC Filing on Google Icon
5/13/2022Renaissance Technologies LLC490,447$3.50M0.0%+7.0%1.853%Search for SEC Filing on Google Icon
5/13/2022Northern Trust Corp218,405$1.56M0.0%-4.7%0.825%Search for SEC Filing on Google Icon
5/13/2022Charles Schwab Investment Management Inc.74,430$0.53M0.0%+14.7%0.281%Search for SEC Filing on Google Icon
5/13/2022Arrowstreet Capital Limited Partnership38,863$0.28M0.0%-78.6%0.147%Search for SEC Filing on Google Icon
5/13/2022XTX Topco Ltd20,530$0.15M0.1%N/A0.078%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.1,007,731$7.20M0.0%-18.7%3.807%Search for SEC Filing on Google Icon
5/13/2022Dimensional Fund Advisors LP1,326,983$9.47M0.0%+4.0%5.013%Search for SEC Filing on Google Icon
5/12/2022LSV Asset Management468,290$3.34M0.0%-0.8%1.769%Search for SEC Filing on Google Icon
5/12/2022BlackRock Inc.2,505,233$17.89M0.0%+3.4%9.464%Search for SEC Filing on Google Icon
5/12/2022Rhumbline Advisers31,540$0.23M0.0%-10.3%0.119%Search for SEC Filing on Google Icon
5/12/2022Panagora Asset Management Inc.136,909$0.98M0.0%+38.0%0.517%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
5/11/2022JPMorgan Chase & Co.24,810$0.18M0.0%-28.1%0.094%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
11/15/2021Putnam Investments LLC274,358$1.87M0.0%+27.7%0.984%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
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 the states of 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, and emergency and recovery services; and property management, and reinsurance services. 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 eight wholesale agency relationships; and personal and commercial insurance policies through a network of approximately 70 independent agencies. Heritage Insurance Holdings, Inc. was founded in 2012 and is headquartered in Tampa, Florida.
Read More on Heritage Insurance

Today's Range

Now: $2.29
Low: $2.21
High: $2.46

50 Day Range

MA: $2.71
Low: $2.08
High: $3.50

52 Week Range

Now: $2.29
Low: $2.08
High: $7.37

Volume

104,305 shs

Average Volume

220,220 shs

Market Capitalization

$60.84 million

P/E Ratio

N/A

Dividend Yield

10.62%

Beta

0.87

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. Kirk Lusk (CFO)
  3. Ernie J Garateix (CEO)
  4. Richard A Widdicombe (Chairman)
  5. Steven C Martindale (Director)
Learn More about top insider investors at Heritage Insurance.
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