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Heritage Insurance Holdings
HRTG

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$29.3M +$872K +59,911 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20M +$1.09M +74,861 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.8M +$514K +35,328 +3%
PC
4
Polar Capital
United Kingdom
$14.8M – – –
LSV Asset Management
5
LSV Asset Management
Illinois
$13.1M -$4.88M -335,377 -28%
RA
6
Royce & Associates
New York
$12.8M +$408K +27,999 +3%
PFC
7
Phocas Financial Corp
California
$11.8M -$40K -2,748 -0.3%
MFIMFI
8
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.85M +$1.23M +84,710 +17%
State Street
9
State Street
Massachusetts
$7.63M +$40.2K +2,765 +0.5%
JP Morgan Chase
10
JP Morgan Chase
New York
$7.58M +$9.49K +652 +0.1%
KCM
11
Kennedy Capital Management
Missouri
$7.51M -$3.52M -241,656 -32%
Ameriprise
12
Ameriprise
Minnesota
$6.89M +$1.26M +86,700 +23%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$6.76M +$6.59M +452,528 New
PRCP
14
Pacific Ridge Capital Partners
Oregon
$6.53M +$224K +15,397 +4%
Nuveen
15
Nuveen
North Carolina
$6.2M +$576K +39,577 +11%
Renaissance Technologies
16
Renaissance Technologies
New York
$6.14M +$2.27M +156,300 +61%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$6.14M -$1.61M -110,853 -21%
CS
18
Credit Suisse
Switzerland
$5.91M +$1.86M +127,597 +48%
FP
19
Foundry Partners
Minnesota
$5.81M -$1.74M -119,727 -24%
Northern Trust
20
Northern Trust
Illinois
$4.95M +$982K +67,496 +26%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$4.83M +$216K +14,849 +5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$4.18M -$1.31M -90,140 -24%
PI
23
Putnam Investments
Massachusetts
$3.79M +$201K +13,800 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.78M +$151K +10,364 +4%
MAM
25
Martingale Asset Management
Massachusetts
$3.75M +$1.75M +120,318 +92%
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