Heritage Insurance Holdings (HRTG)

• Market cap: $703M
• 1 day: -3.89%
• 5 days: 3.57%
• 1 month: 5.78%
• 3 months: -9.59%
• 6 months: 91.13%
• Year to date: 78.15%
• 1 year: 39.28%
• 5 years: 66.18%
• 10 years: 22.99%
• Sector: Financials
• Industry: Property & Casualty Insurance

About: Heritage Insurance Holdings Inc is a regional property and casualty insurance company that offers a variety of personal and commercial insurance products. Through its subsidiaries, Heritage Property & Casualty Insurance, Narragansett Bay Insurance, and Zephyr Insurance, the company issues personal residential property insurance in various states in the United States. It also offers commercial residential insurance predominantly for its Florida properties. Heritage Insurance manages insurance underwriting, customer services, actuarial analysis, distribution, and claims processing internally. Company operates in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina.

Employees: 540

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

373% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 11

132% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $1.13M

86% more capital invested

Capital invested by funds: $243M [Q1] → $452M (+$209M) [Q2]

29% more funds holding

Funds holding: 132 [Q1] → 170 (+38) [Q2]

3.41% more ownership

Funds ownership: 55.08% [Q1] → 58.48% (+3.41%) [Q2]

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]