We are live on ! Find out more
HRTG icon

Heritage Insurance Holdings
HRTG

172 hedge funds and large institutions have $454M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

87% more capital invested

Capital invested by funds: $243M → $454M (+$211M)

58% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $2.35M

30% more funds holding

Funds holding: 132 → 172 (+40)

15% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 48

3.73% more ownership

Funds ownership: 55.08% → 58.8% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
172
Holders Change
+40
Holders Change %
+30.3%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
53
Increased
55
Reduced
48
Closed
12
Calls
$3.72M
Puts
$2.35M
Net Calls
+$1.37M
Net Calls Change
-$1.17M

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$7.46M
2
Prudential Financial
Prudential Financial
New Jersey
+$6.09M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.61M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.18M
5
UBS Group
UBS Group
Switzerland
+$4.14M

Top Sellers

Rank Fund Capital Flow
1
PRCP
Pacific Ridge Capital Partners
Oregon
-$8.87M
2
Invesco
Invesco
Georgia
-$6.84M
3
SBH
Segall Bryant & Hamill
Illinois
-$3.34M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$2.64M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
176
Corebridge Financial
Texas
– -$161K -11,199 Closed
TCM
177
Triumph Capital Management
Colorado
– -$147K -10,172 Closed
SPA
178
Sherbrooke Park Advisers
New York
– -$146K -10,129 Closed
QT
179
Quantbot Technologies
New York
– -$141K -9,777 Closed
FAM
180
Flaharty Asset Management
Florida
– -$18.8K -1,305 Closed
QCG
181
Quadrant Capital Group
Ohio
– -$6.66K -462 Closed
CIAM
182
Caitong International Asset Management
Hong Kong
– -$4.77K -331 Closed
CA
183
CoreCap Advisors
Michigan
– -$562 -39 Closed
AW
184
Avion Wealth
Texas
– +$406 +19 New
4 5 6 7
8

HRTG Hedge Fund Activity: Q2 2025 in Review

172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q2 2025, worth a combined $454M — up 87% from $243M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HRTG positions and 12 closed out — a net gain of 41 holders — while 55 added to existing stakes and 48 trimmed.

The largest buyer was Marshall Wace, adding an estimated $7.46M. The largest seller was Pacific Ridge Capital Partners, cutting an estimated $8.87M.

  • 172 institutional investors held Heritage Insurance Holdings (HRTG) as of Q2 2025, up from 132 in Q1 2025.
  • Funds reported $454M of Heritage Insurance Holdings stock for Q2 2025, up 87% quarter-over-quarter.
  • 53 funds opened new Heritage Insurance Holdings positions in Q2 2025 and 12 closed out, a net change of +41 holders.
  • The largest Heritage Insurance Holdings buyer in Q2 2025 was Marshall Wace, an estimated $7.46M added.
  • The largest Heritage Insurance Holdings seller in Q2 2025 was Pacific Ridge Capital Partners, an estimated $8.87M sold.

Based on aggregated 13F filings for Q2 2025.