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Heritage Insurance Holdings
HRTG

Overview Fund Activity

132 hedge funds and large institutions have $243M invested in Heritage Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
43
Reduced
48
Closed
12
Calls
$3.44M
Puts
$901K
Net Calls
+$2.54M
Net Calls Change
+$1.47M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.48M
2
QP
Quartz Partners
New York
$2.08M
3
AWA
Arkadios Wealth Advisors
Georgia
$1.73M
4
Millennium Management
Millennium Management
New York
$4.66M
5
American Century Companies
American Century Companies
Missouri
$9.76M

Top Sellers

1
Invesco
Invesco
Georgia
$10.6M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$7.25M
3
Two Sigma Investments
Two Sigma Investments
New York
$1.69M
4
GCP
GSA Capital Partners
United Kingdom
$376K
5
BCM
Bridgeway Capital Management
Texas
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
76
Fox Run Management
Connecticut
$235K +$235K +16,291 New
KWM
77
Kingsview Wealth Management
Oregon
$228K +$228K +15,784 New
Franklin Resources
78
Franklin Resources
California
$214K -$379K -26,287 -64%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$211K -$17.9K -1,242 -8%
Deutsche Bank
80
Deutsche Bank
Germany
$211K -$30.7K -2,132 -13%
Wells Fargo
81
Wells Fargo
California
$198K +$4.37K +303 +2%
Mirae Asset Global ETFs Holdings
82
Mirae Asset Global ETFs Holdings
Hong Kong
$196K +$7.87K +546 +4%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$195K -$99.4K -6,890 -34%
MIM
84
MetLife Investment Management
New Jersey
$189K -$4.23K -293 -2%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$178K +$178K +12,377 New
Osaic Holdings
86
Osaic Holdings
Arizona
$176K +$15.4K +1,068 +10%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$172K +$21.3K +1,479 +14%
CF
88
Corebridge Financial
Texas
$161K -$2.41K -167 -1%
CF
89
Cantor Fitzgerald
New York
$159K – – –
TCM
90
Triumph Capital Management
Colorado
$147K +$2.21K +153 +2%
SPA
91
Sherbrooke Park Advisers
New York
$146K -$116K -8,061 -44%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$145K +$145K +10,033 New
AGWCA
93
Annis Gardner Whiting Capital Advisors
Florida
$144K +$144K +10,000 New
US Bancorp
94
US Bancorp
Minnesota
$143K -$42K -2,913 -23%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$143K +$65.2K +4,535 +84%
QT
96
Quantbot Technologies
New York
$141K +$141K +9,777 New
SO
97
STRS Ohio
Ohio
$127K – – –
SG Americas Securities
98
SG Americas Securities
New York
$113K -$47.2K -3,273 -29%
PFSRSONJ
99
Police & Firemen's Retirement System of New Jersey
New Jersey
$62.3K – – –
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$42.4K – – –
2 3
4
5 6