We are live on ! Find out more
HRTG icon

Heritage Insurance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Putnam Investments
Massachusetts
$3.7M +$95.6K +6,496 +3%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$3.68M +$553K +37,590 +19%
MSL
28
Mackay Shields LLC
New York
$3.48M +$2.27M +154,291 +216%
Stifel Financial
29
Stifel Financial
Missouri
$3.35M +$638K +43,358 +25%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$2.99M -$14.7K -1,000 -0.5%
Federated Hermes
31
Federated Hermes
Pennsylvania
$2.54M -$3.6M -244,610 -60%
GC
32
Gillson Capital
Illinois
$2.44M +$2.32M +157,991 New
ACM
33
Argent Capital Management
Missouri
$2.37M
Victory Capital Management
34
Victory Capital Management
Texas
$2.3M +$303K +20,600 +16%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.09M +$165K +11,243 +9%
MAM
36
Martingale Asset Management
Massachusetts
$2.01M +$1.92M +130,554 New
EIM
37
Essex Investment Management
Massachusetts
$2M +$237K +16,139 +14%
BCM
38
Bridgeway Capital Management
Texas
$1.98M +$562K +38,200 +42%
GKIM
39
GW&K Investment Management
Massachusetts
$1.94M -$15.8K -1,071 -0.8%
APP
40
Avantax Planning Partners
Iowa
$1.79M
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.65M +$41.2K +2,800 +3%
Prudential Financial
42
Prudential Financial
New Jersey
$1.61M +$20.6K +1,400 +1%
IA
43
IndexIQ Advisors
New York
$1.34M +$670K +45,551 +110%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.31M +$463K +31,482 +59%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$1.27M +$114K +7,768 +10%
SEI Investments
46
SEI Investments
Pennsylvania
$1.24M +$233K +15,863 +25%
WCM
47
Wedge Capital Management
North Carolina
$1.19M -$505K -34,329 -31%
CIC
48
Cornercap Investment Counsel
Georgia
$1.04M
Charles Schwab
49
Charles Schwab
California
$1M +$226K +15,337 +31%
Bessemer Group
50
Bessemer Group
New Jersey
$955K +$912K +62,000 New