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Heritage Insurance Holdings
HRTG

Overview Fund Activity

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

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$8.71M
2
Prudential Financial
Prudential Financial
New Jersey
+$7.12M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.39M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.88M
5
UBS Group
UBS Group
Switzerland
+$4.83M

Top Sellers

1
PRCP
Pacific Ridge Capital Partners
Oregon
-$10.4M
2
Invesco
Invesco
Georgia
-$7.99M
3
SBH
Segall Bryant & Hamill
Illinois
-$3.91M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$3.08M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$9.48K +$9.48K +380 New
IA
152
IFP Advisors
Florida
$9.03K +$2.97K +119 +49%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$7.82K +$7.82K +314 New
GI
154
GAMMA Investing
California
$7.26K +$1.92K +77 +36%
PA
155
Parallel Advisors
California
$5.56K +$698 +28 +14%
PS
156
Principal Securities
Iowa
$4.99K +$4.99K +200 New
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$4.49K +$4.49K +180 New
LFG
158
Larson Financial Group
Missouri
$3.84K +$3.84K +154 New
Jones Financial Companies
159
Jones Financial Companies
Missouri
$3.52K +$3.52K +150 New
TWD
160
True Wealth Design
Ohio
$3.32K +$3.32K +133 New
W
161
WealthCollab
Washington
$2.07K – – –
AF
162
Allworth Financial
California
$2.05K +$2.05K +82 New
PWA
163
Physician Wealth Advisors
Utah
$1.9K +$1.9K +76 New
RA
164
Rise Advisors
New York
$1.75K +$1.75K +70 New
FFA
165
Farther Finance Advisors
California
$1.42K – – –
SS
166
SBI Securities
Japan
$1.27K +$1.25K +50 +5,000%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1.25K – – –
WA
168
Whipplewood Advisors
Colorado
$698 +$698 +28 New
FFO
169
Fortitude Family Office
Arizona
$499 +$499 +20 New
RIL
170
Rothschild Investment LLC
Illinois
$249 +$249 +10 New
GRP
171
Global Retirement Partners
California
$100 +$100 +4 New
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
– -$1.48M -102,652 Closed
LSV Asset Management
173
LSV Asset Management
Illinois
– -$574K -39,800 Closed
Squarepoint
174
Squarepoint
New York
– -$508K -35,247 Closed
HBCM
175
Heron Bay Capital Management
Michigan
– -$277K -19,175 Closed
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