Heritage Insurance Holdings, Inc.

NYSE:HRTG Stock Report

Market Cap: US$287.1m

Heritage Insurance Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:HRTG Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Mar 24SellUS$54,900Nicholas PappasIndividual7,150US$10.87
14 Mar 24BuyUS$162,800Paul WhitingIndividual20,000US$8.14
19 Dec 23BuyUS$999,999Raymond HyerIndividual148,148US$6.75
14 Dec 23BuyUS$199,993Ernesto GarateixIndividual27,247US$7.34
14 Dec 23BuyUS$299,993Paul WhitingIndividual40,871US$7.34

Insider Trading Volume

Insider Buying: HRTG insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of HRTG?
Owner TypeNumber of SharesOwnership Percentage
Private Companies226,1950.749%
Individual Insiders7,275,35424.1%
General Public8,165,33327%
Institutions14,552,05648.2%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 21.2%.


Top Shareholders

Top 25 shareholders own 58.22% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.66%
Raymond Hyer
2,919,263US$27.7m-14.6%no data
6.29%
Driehaus Capital Management LLC
1,902,235US$18.1m505%0.14%
4.27%
The Vanguard Group, Inc.
1,290,710US$12.3m3.06%no data
3.65%
Dimensional Fund Advisors LP
1,103,137US$10.5m21.3%no data
3.51%
BlackRock, Inc.
1,060,913US$10.1m6.12%no data
3.5%
Ernesto Garateix
1,057,584US$10.0m28.7%no data
3%
Pacific Ridge Capital Partners, LLC
905,855US$8.6m-7.99%1.92%
2.5%
Mark Berset
754,014US$7.2m0%no data
2.29%
Richard Widdicombe
691,583US$6.6m0%no data
1.8%
Kirk Lusk
545,436US$5.2m23.2%no data
1.66%
Acadian Asset Management LLC
500,688US$4.8m32.9%0.01%
1.65%
Hyer Family Foundation, Inc., Endowment Arm
500,000US$4.7m0%100.0%
1.6%
Putnam LLC
482,524US$4.6m69.4%0.01%
1.24%
Arrowstreet Capital, Limited Partnership
375,264US$3.6m118%no data
1.24%
Bridgeway Capital Management, LLC
374,850US$3.6m21.3%0.06%
1.23%
Essex Investment Management Company, LLC
372,076US$3.5m11.2%0.69%
1.17%
Empyrean Capital Partners, LP
354,000US$3.4m0%0.24%
1.16%
Marshall Wace LLP
349,744US$3.3m20.2%0.01%
1.08%
Renaissance Technologies LLC
325,799US$3.1m-13.3%no data
1.04%
Eaton Vance Management
315,148US$3.0m0%no data
1.03%
Vijay Walvekar
310,769US$3.0m0%no data
1.01%
Geode Capital Management, LLC
304,194US$2.9m65.8%no data
0.96%
Qube Research & Technologies Ltd
289,550US$2.8m4,230%0.01%
0.85%
Alyeska Investment Group, L.P.
256,673US$2.4m0%0.02%
0.83%
Timothy Moura
251,142US$2.4m14.8%no data
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.