HRTG Logo

Heritage Insurance Holdings, Inc. (HRTG) 

NYSE$13.9-0.07 (-0.50%)
Market Cap
$598.47M
Sector
Financial Services
Industry
Insurance—Property & Casualty
Rank in Sector
61 of 637
Rank in Industry
3 of 37

HRTG Insider Trading Activity

HRTG Median Price and Trade Amounts History Chart

Statistics of Insider Transactions

Amount of Insider Buys and Sells

Buys
$975,1521071
Sells
$179,379429

Related Transactions

WHITING PAUL Ldirector3$589,7000$0$589,700
Garateix Ernie JChief Executive Officer4$197,2440$0$197,244
Lusk KirkChief Financial Officer2$123,6500$0$123,650
WIDDICOMBE RICHARD AChairman1$64,5581$66,599$-2,041
Pappas Nicholas Georgedirector0$03$112,780$-112,780

About Heritage Insurance Holdings, Inc.

Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; commercial residential insurance for properties in Florida, New Jersey, and New York; and licensed in the state of Pennsylvania, as well as personal residential and wind-only property insurance. It also provides restoration, and emergency and recovery services; and property management, and reinsurance services. The company writes personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as indirectly to approximately 1,500 retail locations through eight wholesale agency relationships; and personal and commercial insurance policies through a network of approximately 70 independent agencies. Heritage Insurance Holdings, Inc. was founded in 2012 and is headquartered in Tampa, Florida.

Insider Activity of Heritage Insurance Holdings, Inc.

Over the last 12 months, insiders at Heritage Insurance Holdings, Inc. have bought $975,152 and sold $179,379 worth of Heritage Insurance Holdings, Inc. stock.

On average, over the past 5 years, insiders at Heritage Insurance Holdings, Inc. have bought $832,015 and sold $111,704 worth of stock each year.

Highest buying activity among insiders over the last 12 months: WHITING PAUL L (director) — $589,700. Garateix Ernie J (Chief Executive Officer) — $197,244. Lusk Kirk (Chief Financial Officer) — $123,650.

The last purchase of 5,000 shares for transaction amount of $63,850 was made by Garateix Ernie J (Chief Executive Officer) on 2025‑03‑14.

List of Insider Buy and Sell Transactions, Heritage Insurance Holdings, Inc.

2025-03-14PurchaseGarateix Ernie JChief Executive Officer
5,000
0.0152%
$12.77$63,850+0.66%
2025-03-14PurchaseLusk KirkChief Financial Officer
6,000
0.0197%
$13.85$83,100+0.66%
2025-03-14PurchaseWHITING PAUL Ldirector
10,000
0.0317%
$13.35$133,500+0.66%
2024-11-22SalePappas Nicholas Georgedirector
4,000
0.0133%
$12.64$50,550-4.84%
2024-11-11PurchaseGarateix Ernie JChief Executive Officer
3,950
0.0131%
$12.53$49,494-4.15%
2024-08-16SaleWIDDICOMBE RICHARD AChairman
4,437
0.0202%
$15.01$66,599-18.66%
2024-08-16PurchaseWIDDICOMBE RICHARD AChairman
4,437
0.0196%
$14.55$64,558-18.66%
2024-08-09PurchaseGarateix Ernie JChief Executive Officer
5,000
0.0136%
$8.59$42,950+15.49%
2024-05-28PurchaseWHITING PAUL Ldirector
5,000
0.016%
$7.74$38,700+47.14%
2024-05-08SalePappas Nicholas Georgedirector
6,000
0.0202%
$8.56$51,360+38.15%
2024-05-06PurchaseGarateix Ernie JChief Executive Officer
5,000
0.0163%
$8.19$40,950+39.66%
2024-05-06PurchaseLusk KirkChief Financial Officer
5,000
0.0161%
$8.11$40,550+39.66%
2024-05-06PurchaseWHITING PAUL Ldirector
50,000
0.1658%
$8.35$417,500+39.66%
2024-03-26SalePappas Nicholas Georgedirector
1,000
0.0033%
$10.87$10,870+3.90%
2024-03-14SalePappas Nicholas Georgedirector
1,100
0.0034%
$7.94$8,734+39.82%
2024-03-14PurchaseWHITING PAUL Ldirector
20,000
0.0643%
$8.14$162,800+39.82%
2024-02-29SalePappas Nicholas Georgedirector
1,300
0.0044%
$7.06$9,178+54.45%
2024-02-02SalePappas Nicholas Georgedirector
1,500
0.0048%
$5.93$8,895+75.81%
2023-12-28SalePappas Nicholas Georgedirector
1,250
0.0042%
$6.65$8,313+42.88%
2023-12-19PurchaseHyer Raymond T10 percent owner
148,148
0.5539%
$6.75$999,999+36.61%
Total: 206
*Gray background shows transactions not older than one year

Insider Historical Profitability

35.3%
Garateix Ernie JChief Executive Officer
1270808
2.9664%
$17.75M319+52.18%
WIDDICOMBE RICHARD AChairman
696497
1.6258%
$9.73M1011+23.84%
Lusk KirkChief Financial Officer
618756
1.4444%
$8.64M70+38.88%
WHITING PAUL Ldirector
79576
0.1858%
$1.11M50+30.88%
Pappas Nicholas Georgedirector
76314
0.1781%
$1.07M111+8.15%
Hyer Raymond T10 percent owner
2959263
6.9078%
$41.34M50+139.83%
Lucas BruceChairman & CEO
726859
1.6967%
$10.15M1619+5.35%
Masiello Jamesdirector
246295
0.5749%
$3.44M34+15.52%
Apostolou Panagiotisdirector
160000
0.3735%
$2.24M18+6%
Moura TimothySee Remarks
159025
0.3712%
$2.22M10+191.43%
Vattamattam Josephdirector
51441
0.1201%
$718,630.7728+46.78%
Walvekar Vijaydirector
48182
0.1125%
$673,102.5415+43.74%
Houvardas Trifondirector
40250
0.094%
$562,292.50112+8.15%
Barlas Irinidirector
36050
0.0842%
$503,618.5041+9.12%
ROHDE STEPHEN LCFO, Treasurer & Secretary
22996
0.0537%
$321,254.1218+0.07%
Russell Melvin A JrSee Remarks
12000
0.028%
$167,640.0011+43.74%
Neilson PaulVice President of Claims
7650
0.0179%
$106,870.5003
Martindale Steven C.director
7685
0.0179%
$107,359.4570<0.0001%
Peiso Joseph RVice President of Compliance
0
0%
$007
Binnun SharonEVP Finance
0
0%
$002
*Gray background shows insiders who have made transactions during last year

Historical Insider Profitability vs. Competitors

$4,711,308
668
6.99%
$739.87M
$169,328,335
403
3.42%
$640.79M
$2,455,849
121
5.05%
$1.19B
$4,138,645
95
6.93%
$1.51B
$14,741,513
87
-5.61%
$8.23M
Heritage Insurance Holdings, Inc.
(HRTG)
$14,806,232
87
35.30%
$598.47M
$1,841,639
78
14.16%
$221.34M
$5,962,630
63
16.41%
$616.42M
$29,343,216
61
15.62%
$509.73M
$8,442,984
48
4.20%
$2B
$32,230,302
47
19.93%
$3.14B
$21,971,306
34
11.89%
$1.16B
$79,922
10
16.98%
$291.2M
$52,549,182
10
70.63%
$2.56B
$640,644
6
3.87%
$1.72B
$449,094
6
23.01%
$3.61B
$39,552
2
23.44%
$2.15B
$165,400
1
13.52%
$2.67B
$62,513,245
1
-8.71%
$842.78M

HRTG Institutional Investors: Active Positions

Increased Positions81+64.8%3M+18.96%
Decreased Positions56-44.8%2M-14.15%
New Positions35New1MNew
Sold Out Positions26Sold Out824,622Sold Out
Total Postitions150+20%17M+4.81%

HRTG Ownership Change vs Market

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Active Shareholders
Blackrock, Inc.$26,193.004.49%1.93M+11,061+0.58%2024-12-31
Dimensional Fund Advisors Lp$21,300.003.65%1.57M+193,590+14.07%2024-12-31
Vanguard Group Inc$18,023.003.09%1.33M+9,452+0.72%2024-12-31
Invesco Ltd.$12,819.002.2%944,639+182,624+23.97%2024-12-31
Pacific Ridge Capital Partners, Llc$11,040.001.89%813,557+205,195+33.73%2024-12-31
Marshall Wace, Llp$9,012.001.54%664,124-287,686-30.23%2024-12-31
Jacobs Levy Equity Management, Inc$8,747.001.5%644,576+644,576New2024-12-31
Acadian Asset Management Llc$8,527.001.46%628,371+51,560+8.94%2024-12-31
American Century Companies Inc$8,005.001.37%589,899+76,032+14.8%2024-12-31
Geode Capital Management, Llc$6,784.001.16%499,924-1,987-0.4%2024-12-31

Financial Ratios

Summary
Comparison with Competitors

Analyst Recommendations

Analyst Price Targets

Prismo does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.
Information is provided 'as-is' and solely for informational purposes and is not advice. Prismo does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.