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Heritage Insurance Holdings

176 hedge funds and large institutions have $468M invested in Heritage Insurance Holdings in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$4.09M
Net Calls
Net Calls Change

Top Buyers

1 +$8.04M
2 +$7.76M
3 +$3.45M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.33M
5
HF
HRT Financial
New York
+$2.89M

Top Sellers

1 -$9.08M
2 -$7.14M
3 -$5.21M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.98M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$72.3K
TSMHT
127
Thurston Springer Miller Herd & Titak
Indiana
$66.5K
Macquarie Group
128
Macquarie Group
Australia
$64.4K
Legal & General Group
129
Legal & General Group
United Kingdom
$60.5K
AIP
130
Ameritas Investment Partners
Nebraska
$48.2K
California State Teachers Retirement System (CalSTRS)
131
California State Teachers Retirement System (CalSTRS)
California
$41.7K
C
132
Covestor
United Kingdom
$41K
S
133
SignatureFD
Georgia
$38.8K
SOADOR
134
State of Alaska Department of Revenue
Alaska
$36K
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$27.8K
CAL
136
Capital Advisors Ltd
Ohio
$27K
FMP
137
Financial Management Professionals
Texas
$25.7K
ASN
138
Advisory Services Network
Georgia
$24.9K
EWA
139
EverSource Wealth Advisors
Alabama
$21.6K
QT
140
Quantbot Technologies
New York
$20K
AB
141
Amalgamated Bank
New York
$20K
PS
142
Principal Securities
Iowa
$18.9K
NA
143
NewEdge Advisors
Louisiana
$17K
Federated Hermes
144
Federated Hermes
Pennsylvania
$17K
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$17K
AF
146
Allworth Financial
California
$13.9K
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$13.2K
QL
148
Quarry LP
New York
$13.2K
CA
149
Clearstead Advisors
Ohio
$12.7K
ACM
150
Aster Capital Management
United Arab Emirates
$12.1K