Heritage Insurance Holdings, Inc.

NYSE:HRTG Stock Report

Market Cap: US$353.7m

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
22 Nov 24SellUS$50,550Nicholas PappasIndividual4,000US$12.64
11 Nov 24BuyUS$49,494Ernesto GarateixIndividual3,950US$12.53
16 Aug 24BuyUS$64,558Richard WiddicombeIndividual4,437US$14.55
16 Aug 24SellUS$66,599Richard WiddicombeIndividual4,437US$15.01
09 Aug 24BuyUS$42,950Ernesto GarateixIndividual5,000US$8.59
28 May 24BuyUS$38,700Paul WhitingIndividual5,000US$7.74
08 May 24SellUS$51,360Nicholas PappasIndividual6,000US$8.56
07 May 24BuyUS$82,000Ernesto GarateixIndividual10,000US$8.21
06 May 24BuyUS$40,550Kirk LuskIndividual5,000US$8.11
06 May 24BuyUS$417,500Paul WhitingIndividual50,000US$8.35
26 Mar 24SellUS$54,900Nicholas PappasIndividual7,150US$10.87
14 Mar 24BuyUS$162,800Paul WhitingIndividual20,000US$8.14

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of HRTG?
Owner TypeNumber of SharesOwnership Percentage
Private Companies220,0000.755%
General Public3,281,61911.3%
Individual Insiders7,383,61625.3%
Institutions18,249,18862.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 67.42% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10%
Raymond Hyer
2,919,263US$35.4m0%no data
6.59%
BlackRock, Inc.
1,919,137US$23.3m8.44%no data
4.72%
Dimensional Fund Advisors LP
1,376,077US$16.7m-2.72%no data
4.53%
The Vanguard Group, Inc.
1,318,683US$16.0m4.59%no data
4.33%
Driehaus Capital Management LLC
1,260,831US$15.3m0%0.09%
3.7%
Ernesto Garateix
1,076,534US$13.1m0.37%no data
3.27%
Marshall Wace LLP
951,810US$11.6m69.9%0.02%
2.6%
Mark Berset
758,928US$9.2m0%no data
2.58%
Invesco Capital Management LLC
752,526US$9.1m520%no data
2.39%
Richard Widdicombe
696,497US$8.5m0%no data
2.09%
Pacific Ridge Capital Partners, LLC
608,362US$7.4m-7.86%1.7%
1.98%
Acadian Asset Management LLC
576,811US$7.0m40.5%0.02%
1.95%
Renaissance Technologies LLC
567,199US$6.9m30.1%0.01%
1.89%
Kirk Lusk
550,436US$6.7m0%no data
1.76%
American Century Investment Management Inc
513,867US$6.2m18.8%no data
1.72%
Geode Capital Management, LLC
501,911US$6.1m-5.99%no data
1.72%
Hyer Family Foundation, Inc., Endowment Arm
500,000US$6.1m0%100.0%
1.63%
Bridgeway Capital Management, LLC
473,668US$5.8m28.4%0.09%
1.33%
Connor, Clark & Lunn Investment Management Ltd.
388,587US$4.7m22%0.02%
1.27%
State Street Global Advisors, Inc.
371,057US$4.5m27.4%no data
1.27%
Millennium Management LLC
370,732US$4.5m92.8%no data
1.08%
Vijay Walvekar
315,683US$3.8m0%no data
1.08%
AQR Capital Management, LLC
313,238US$3.8m0%0.01%
1.02%
Two Sigma Investments, LP
296,143US$3.6m54.5%0.01%
0.9%
Columbia Management Investment Advisers, LLC
263,430US$3.2m412%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/18 14:41
End of Day Share Price 2024/12/18 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Heritage Insurance Holdings, Inc. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Matthew CarlettiJMP Securities
Christopher CampbellKeefe, Bruyette, & Woods
Jon Paul NewsomePiper Sandler Companies