HRTG icon

Heritage Insurance Holdings

172 hedge funds and large institutions have $453M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+40
Holders Change %
+30.3%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
54
Reduced
49
Closed
11
Calls
$3.72M
Puts
$2.35M
Net Calls
+$1.37M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
B
76
Bailard
California
$618K
Mariner
77
Mariner
Kansas
$603K +$164K +6,580 +37%
IW
78
Instrumental Wealth
Florida
$592K
FRM
79
Fox Run Management
Connecticut
$569K +$163K +6,537 +40%
SO
80
STRS Ohio
Ohio
$566K +$347K +13,900 +158%
Wells Fargo
81
Wells Fargo
California
$563K +$221K +8,845 +64%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$545K -$732K -29,361 -57%
EGM
83
Engineers Gate Manager
New York
$540K +$540K +21,632 New
Principal Financial Group
84
Principal Financial Group
Iowa
$533K +$533K +21,377 New
SEI Investments
85
SEI Investments
Pennsylvania
$511K +$511K +20,505 New
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$478K -$71.6K -2,872 -13%
Walleye Capital
87
Walleye Capital
New York
$470K +$470K +18,863 New
Stifel Financial
88
Stifel Financial
Missouri
$467K -$899K -36,035 -66%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$433K +$433K +17,380 New
GCM
90
Graham Capital Management
Connecticut
$368K -$537K -21,513 -59%
Deutsche Bank
91
Deutsche Bank
Germany
$364K -$125 -5 -0%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$360K -$5.49K -220 -2%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$359K +$111K +4,453 +45%
TI
94
Tidal Investments
Wisconsin
$351K +$351K +14,093 New
NRD
95
Nebula Research & Development
New York
$348K -$169K -6,764 -33%
ACM
96
Aquatic Capital Management
Illinois
$342K +$332K +13,296 +3,275%
Grantham, Mayo, Van Otterloo & Co (GMO)
97
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$331K +$331K +13,281 New
MIM
98
MetLife Investment Management
New Jersey
$327K
WG
99
Winton Group
United Kingdom
$313K -$434K -17,409 -58%
AGWCA
100
Annis Gardner Whiting Capital Advisors
Florida
$312K +$62.4K +2,500 +25%