Heritage Insurance Holdings, Inc.

NYSE:HRTG Stock Report

Market Cap: US$680.4m

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
09 May 25SellUS$635,000Panagiotis ApostolouIndividual25,000US$25.40
14 Mar 25BuyUS$63,850Ernesto GarateixIndividual5,000US$12.77
14 Mar 25BuyUS$83,100Kirk LuskIndividual6,000US$13.85
14 Mar 25BuyUS$133,500Paul WhitingIndividual10,000US$13.35
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

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
State or Government12,3770.0417%
Private Companies220,0000.742%
General Public2,780,9589.38%
Individual Insiders7,689,47125.9%
Institutions18,955,54163.9%

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

Top Shareholders

Top 25 shareholders own 68.1% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.84%
Raymond Hyer
2,919,263US$67.0m0%no data
6.6%
BlackRock, Inc.
1,956,843US$44.9m1.38%no data
5.2%
Dimensional Fund Advisors LP
1,542,515US$35.4m-1.73%0.01%
4.48%
The Vanguard Group, Inc.
1,328,110US$30.5m0%no data
4.28%
Ernesto Garateix
1,270,808US$29.2m0%no data
3.46%
Driehaus Capital Management LLC
1,026,407US$23.5m-0.04%0.15%
2.62%
Pacific Ridge Capital Partners, LLC
776,095US$17.8m-4.6%4.58%
2.56%
Mark Berset
758,928US$17.4m0%no data
2.44%
Invesco Capital Management LLC
722,188US$16.6m-22.7%0.01%
2.35%
Richard Widdicombe
696,497US$16.0m0%no data
2.28%
American Century Investment Management Inc
676,814US$15.5m14.7%0.01%
2.09%
Acadian Asset Management LLC
620,152US$14.2m-1.31%0.03%
2.09%
Kirk Lusk
618,756US$14.2m0%no data
2%
Marshall Wace LLP
592,999US$13.6m-10.7%0.02%
1.72%
Geode Capital Management, LLC
509,691US$11.7m1.95%no data
1.7%
AQR Capital Management, LLC
503,468US$11.5m7.73%0.01%
1.7%
Jacobs Levy Equity Management Inc
503,034US$11.5m-22%0.04%
1.69%
Hyer Family Foundation, Inc., Endowment Arm
500,000US$11.5m0%100.0%
1.64%
Connor, Clark & Lunn Investment Management Ltd.
485,631US$11.1m8.43%0.04%
1.45%
State Street Global Advisors, Inc.
431,095US$9.9m-0.14%no data
1.41%
Bridgeway Capital Management, LLC
417,182US$9.6m-13.4%0.17%
1.22%
Columbia Management Investment Advisers, LLC
362,209US$8.3m-5.91%no data
1.15%
Segall Bryant & Hamill, LLC
341,439US$7.8m-2.04%0.12%
1.09%
Millennium Management LLC
322,957US$7.4m39.8%0.01%
1.06%
Vijay Walvekar
315,683US$7.2m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/23 22:10
End of Day Share Price 2025/05/23 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

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 Github.

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 CarlettiCitizens JMP Securities, LLC
Karol ChmielCitizens JMP Securities, LLC
Jon Paul NewsomePiper Sandler Companies