NYSE - Delayed Quote • USD
Heritage Insurance Holdings, Inc. (HRTG)
At close: April 25 at 4:00 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 26.71% | % of Shares Held by All Insider |
| 52.57% | % of Shares Held by Institutions |
| 71.73% | % of Float Held by Institutions |
| 111 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Driehaus Capital Management, LLC | 1.9M | Dec 31, 2023 | 6.29% | 19,840,311 |
| Vanguard Group Inc | 1.29M | Dec 31, 2023 | 4.27% | 13,462,105 |
| Dimensional Fund Advisors LP | 1.1M | Dec 31, 2023 | 3.65% | 11,505,719 |
| Blackrock Inc. | 1.06M | Dec 31, 2023 | 3.51% | 11,065,322 |
| Pacific Ridge Capital Partners, LLC | 905.86k | Dec 31, 2023 | 3.00% | 9,448,067 |
| Acadian Asset Management. LLC | 500.69k | Dec 31, 2023 | 1.66% | 5,222,175 |
| Putnam Investments LLC | 482.52k | Dec 31, 2023 | 1.60% | 5,032,725 |
| Morgan Stanley | 384.7k | Dec 31, 2023 | 1.27% | 4,012,441 |
| Arrowstreet Capital, Limited Partnership | 375.26k | Dec 31, 2023 | 1.24% | 3,914,003 |
| Essex Investment Management Co LLC | 372.08k | Dec 31, 2023 | 1.23% | 3,880,752 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 724.04k | Dec 31, 2023 | 2.40% | 7,551,706 |
| Vanguard Extended Market Index Fund | 522.2k | Dec 31, 2023 | 1.73% | 5,446,504 |
| RBB Fund Inc.-Adara Smaller Companies Fund | 349.54k | Mar 31, 2024 | 1.16% | 3,645,691 |
| Putnam Small Cap Value Fund | 315.99k | Feb 29, 2024 | 1.05% | 3,295,765 |
| Driehaus Micro Cap Growth Fund | 230.06k | Dec 31, 2023 | 0.76% | 2,399,515 |
| Avantis U.S. Small Cap Value ETF | 219.12k | Mar 31, 2024 | 0.73% | 2,285,390 |
| Fidelity Extended Market Index Fund | 174.91k | Jan 31, 2024 | 0.58% | 1,824,342 |
| Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF | 161.71k | Jan 31, 2024 | 0.54% | 1,686,583 |
| Putnam Variable Trust-Small Cap Value Fund | 147.9k | Dec 31, 2023 | 0.49% | 1,542,638 |
| DFA U.S. Micro Cap Series | 141.26k | Jan 31, 2024 | 0.47% | 1,473,393 |
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