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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 %
Mariner
76
Mariner
Kansas
$603K 24,181 +6,580 +37%
IW
77
Instrumental Wealth
Florida
$592K 27,791 – –
FRM
78
Fox Run Management
Connecticut
$569K 22,828 +6,537 +40%
SO
79
STRS Ohio
Ohio
$566K 22,700 +13,900 +158%
Wells Fargo
80
Wells Fargo
California
$563K 22,567 +8,845 +64%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$545K 21,862 -29,361 -57%
EGM
82
Engineers Gate Manager
New York
$540K 21,632 +21,632 New
Principal Financial Group
83
Principal Financial Group
Iowa
$533K 21,377 +21,377 New
SEI Investments
84
SEI Investments
Pennsylvania
$511K 20,505 +20,505 New
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$478K 19,165 -2,872 -13%
Walleye Capital
86
Walleye Capital
New York
$470K 18,863 +18,863 New
Stifel Financial
87
Stifel Financial
Missouri
$467K 18,725 -36,035 -66%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$433K 17,380 +17,380 New
GCM
89
Graham Capital Management
Connecticut
$368K 14,753 -21,513 -59%
Deutsche Bank
90
Deutsche Bank
Germany
$364K 14,607 -5 -0%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$360K 14,426 -220 -2%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$359K 14,404 +4,453 +45%
TI
93
Tidal Investments
Wisconsin
$351K 14,093 +14,093 New
NRD
94
Nebula Research & Development
New York
$348K 13,939 -6,764 -33%
ACM
95
Aquatic Capital Management
Illinois
$342K 13,702 +13,296 +3,275%
Grantham, Mayo, Van Otterloo & Co (GMO)
96
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$331K 13,281 +13,281 New
MIM
97
MetLife Investment Management
New Jersey
$327K 13,098 – –
WG
98
Winton Group
United Kingdom
$313K 12,543 -17,409 -58%
AGWCA
99
Annis Gardner Whiting Capital Advisors
Florida
$312K 12,500 +2,500 +25%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$306K 12,267 -1,354 -10%
2 3
4
5 6