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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 %
C
126
Covestor
United Kingdom
$78K 3,133 +350 +13%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$75.7K 3,035 +1,323 +77%
Legal & General Group
128
Legal & General Group
United Kingdom
$59.9K 2,402 +439 +22%
AIP
129
Ameritas Investment Partners
Nebraska
$55.9K 2,240 – –
California State Teachers Retirement System (CalSTRS)
130
California State Teachers Retirement System (CalSTRS)
California
$41.3K 1,656 – –
S
131
SignatureFD
Georgia
$38.5K 1,542 – –
PD
132
Point72 (DIFC)
United Arab Emirates
$35.3K 1,417 +1,417 New
FAM
133
Flaharty Asset Management
Florida
$32.5K 1,305 – –
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$27.6K 1,106 +1,062 +2,414%
CAL
135
Capital Advisors Ltd
Ohio
$26K 1,062 – –
PAS
136
Point72 Asia (Singapore)
Singapore
$25.4K 1,018 +1,018 New
RI
137
Ridgewood Investments
New Jersey
$24.9K 1,000 – –
MAM
138
Meeder Asset Management
Ohio
$24.8K 994 +994 New
UFF
139
USA Financial Formulas
Michigan
$24.5K 983 +983 New
EWA
140
EverSource Wealth Advisors
Alabama
$23K 924 +637 +222%
AB
141
Amalgamated Bank
New York
$20K 791 – –
Federated Hermes
142
Federated Hermes
Pennsylvania
$19.2K 769 -33 -4%
SSG
143
Summit Securities Group
New York
$17.2K 689 +689 New
NA
144
NewEdge Advisors
Louisiana
$17K 683 – –
AAP
145
Arax Advisory Partners
Colorado
$15.1K 604 +548 +979%
BIG
146
Brooklyn Investment Group
New York
$11.2K 450 +50 +13%
QL
147
Quarry LP
New York
$10.6K 425 -964 -69%
CA
148
Clearstead Advisors
Ohio
$9.58K 384 +384 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$9.48K 380 +380 New
IA
150
IFP Advisors
Florida
$9.03K 362 +119 +49%
4 5
6
7 8