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Heritage Insurance Holdings
HRTG

Overview Fund Activity

170 hedge funds and large institutions have $452M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
+38
Holders Change %
+28.79%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
53
Reduced
49
Closed
11
Calls
$2.63M
Puts
$1.13M
Net Calls
+$1.5M
Net Calls Change
-$1.04M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$23.5M
2
Prudential Financial
2
Prudential Financial
New Jersey
$9.57M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$13.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.3M
5
UBS Group
5
UBS Group
Switzerland
$6.05M

Top Sellers

1
PRCP
1
Pacific Ridge Capital Partners
Oregon
$9M
2
Invesco
2
Invesco
Georgia
$10.3M
3
SBH
3
Segall Bryant & Hamill
Illinois
$4.61M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.61M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$46.6M 1,867,515 -89,328 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.8M 1,514,460 +186,350 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.4M 1,419,683 -122,832 -8%
Marshall Wace
4
Marshall Wace
United Kingdom
$23.5M 942,167 +349,168 +59%
American Century Companies
5
American Century Companies
Missouri
$19.9M 796,605 +119,791 +18%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.2M 648,773 +163,142 +34%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$13.1M 526,698 -93,454 -15%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$13.1M 526,377 +216,019 +70%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.9M 517,803 +8,112 +2%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$11.6M 464,820 -38,214 -8%
State Street
11
State Street
Massachusetts
$11.3M 452,412 +21,317 +5%
Citadel Advisors
12
Citadel Advisors
Florida
$11.3M 451,915 +195,706 +76%
Invesco
13
Invesco
Georgia
$10.3M 412,161 -320,178 -44%
AQR Capital Management
14
AQR Capital Management
Connecticut
$9.61M 385,499 -123,581 -24%
Prudential Financial
15
Prudential Financial
New Jersey
$9.57M 383,582 +285,425 +291%
Renaissance Technologies
16
Renaissance Technologies
New York
$9.3M 372,999 +68,300 +22%
PRCP
17
Pacific Ridge Capital Partners
Oregon
$9M 360,683 -415,412 -54%
Morgan Stanley
18
Morgan Stanley
New York
$8.63M 346,055 +94,325 +37%
BCM
19
Bridgeway Capital Management
Texas
$6.93M 277,721 -14,602 -5%
UBS Group
20
UBS Group
Switzerland
$6.05M 242,708 +193,848 +397%
Ameriprise
21
Ameriprise
Minnesota
$5.97M 239,571 -122,638 -34%
Millennium Management
22
Millennium Management
New York
$5.77M 231,279 -91,678 -28%
Northern Trust
23
Northern Trust
Illinois
$5.48M 219,912 +39,353 +22%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$4.64M 185,877 +185,877 New
SBH
25
Segall Bryant & Hamill
Illinois
$4.61M 184,861 -156,578 -46%
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