Heritage Insurance Holdings
HRTG
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
86% more capital invested
Capital invested by funds: $243M [Q1] → $453M (+$210M) [Q2]
58% more call options, than puts
Call options by funds: $3.72M | Put options by funds: $2.35M
30% more funds holding
Funds holding: 132 [Q1] → 172 (+40) [Q2]
10% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 49
3.53% more ownership
Funds ownership: 55.08% [Q1] → 58.61% (+3.53%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
Financial journalist opinion
Based on 7 articles about HRTG published over the past 30 days
