HERITAGE INSURANCE HOLDINGS (HRTG) Institutional Ownership Changes & 13F Activity

HERITAGE INSURANCE HOLDINGS (HRTG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and First Eagle U.S. Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-9,151172,530$4,528,913
Q4 2025Renaissance Technologies LLCSell-90,649181,681$5,315,986
Q3 2025Renaissance Technologies LLCSell-100,669272,330$6,857,269
Q2 2025Renaissance Technologies LLCBuy68,300372,999$9,302,595
Q1 2025Renaissance Technologies LLCSell-40,700304,699$4,393,760
Q4 2024Renaissance Technologies LLCSell-221,800345,399$4,179,328
Q3 2024Renaissance Technologies LLCBuy131,100567,199$6,942,516
Q2 2024Renaissance Technologies LLCBuy136,800436,099$3,087,581
Q1 2024Renaissance Technologies LLCSell-26,500299,299$3,188
Q4 2023Renaissance Technologies LLCSell-50,000325,799$2,124
Q3 2023Renaissance Technologies LLCBuy39,670375,799$2,439
Q2 2023Renaissance Technologies LLCSell-25,270336,129$1,294
Q1 2023Renaissance Technologies LLCBuy6,800361,399$1,113
Q4 2022Renaissance Technologies LLCBuy115,700354,599$638
Q3 2022Renaissance Technologies LLCSell-22,900238,899$540
Q2 2022Renaissance Technologies LLCSell-228,648261,799$691
Q1 2022Renaissance Technologies LLCBuy32,248490,447$3,502
Q4 2021Renaissance Technologies LLCBuy147,468458,199$2,694
Q3 2021Renaissance Technologies LLCSell-55,068310,731$2,116
Q3 2021First Eagle U.S. ValueBuy8,80314,886$101
Q2 2021Renaissance Technologies LLCSell-7,742365,799$3,139
Q2 2021First Eagle U.S. ValueBuy6,0836,083$52
Q1 2021Renaissance Technologies LLCSell-110,958373,541$4,139
Q4 2020Renaissance Technologies LLCBuy2,399484,499$4,908
Q3 2020Renaissance Technologies LLCBuy1,000482,100$4,879
Q2 2020Renaissance Technologies LLCBuy27,800481,100$6,298
Q1 2020Renaissance Technologies LLCBuy30,100453,300$4,855
Q4 2019Renaissance Technologies LLCBuy12,200423,200$5,607
Q3 2019Renaissance Technologies LLCBuy156,300411,000$6,144
Q2 2019Renaissance Technologies LLCBuy67,900254,700$3,925

Frequently asked questions about HRTG activity

  • Which institutional owners are buying HRTG?

    Institutional owners buying HRTG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HRTG activity?

    "Buy" means an investor increased their reported position in HRTG compared to the prior reporting period. This reflects growing exposure to HERITAGE INSURANCE HOLDINGS (HRTG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HRTG increasing?

    Institutional interest in HRTG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related HRTG Institutional Insights