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Heritage Insurance Holdings
HRTG

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$23.1M +$373K +25,036 +2%
PC
2
Polar Capital
United Kingdom
$18.8M -$320K -21,500 -2%
LSV Asset Management
3
LSV Asset Management
Illinois
$17.5M +$3.55M +238,704 +25%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.4M -$940K -63,169 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$14.2M +$647K +43,451 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$14M +$273K +18,332 +2%
RA
7
Royce & Associates
New York
$13M -$131K -8,800 -1%
PFC
8
Phocas Financial Corp
California
$13M +$3.58M +240,608 +37%
CS
9
Credit Suisse
Switzerland
$12.5M -$2.82M -189,407 -18%
KCM
10
Kennedy Capital Management
Missouri
$10.6M -$23K -1,548 -0.2%
MFIMFI
11
Mesirow Financial Investment Management - Fixed Income
Illinois
$9.85M -$1.22M -82,060 -11%
Federated Hermes
12
Federated Hermes
Pennsylvania
$7.71M +$190K +12,746 +2%
FP
13
Foundry Partners
Minnesota
$7.64M -$99.7K -6,700 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.37M +$108K +7,241 +1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$6.46M +$85.3K +5,734 +1%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$6.18M +$273K +18,313 +5%
State Street
17
State Street
Massachusetts
$6.16M -$163K -10,941 -3%
NC
18
Northpointe Capital
Michigan
$5.5M -$3.48M -234,098 -38%
PRCP
19
Pacific Ridge Capital Partners
Oregon
$5.47M -$16.2K -1,088 -0.3%
Ameriprise
20
Ameriprise
Minnesota
$5.19M -$78.4K -5,269 -1%
SCM
21
Signia Capital Management
Washington
$4.75M +$106K +7,134 +2%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$4.33M -$158K -10,599 -3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.71M +$300K +20,155 +9%
KMC
24
Kirr Marbach & Co
Indiana
$3.7M -$11.3K -756 -0.3%
Northern Trust
25
Northern Trust
Illinois
$3.63M +$20K +1,345 +0.5%
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