Heritage Insurance Holdings, Inc. (HRTG)
Largest Insider Buys in Sector
HRTG Stock Price History Chart
HRTG Stock Performance
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 $2.2M and sold $106,260 worth of Heritage Insurance Holdings, Inc. stock.
On average, over the past 5 years, insiders at Heritage Insurance Holdings, Inc. have bought $750,515 and sold $592,005 worth of stock each year.
Highest buying activity among insiders over the last 12 months: Hyer Raymond T (10 percent owner) — $2M. WHITING PAUL L (director) — $918,993. Garateix Ernie J (Chief Executive Officer) — $240,943.
The last purchase of 5,000 shares for transaction amount of $38,700 was made by WHITING PAUL L (director) on 2024‑05‑28.
List of Insider Buy and Sell Transactions, Heritage Insurance Holdings, Inc.
| 2024-05-28 | WHITING PAUL L | director | 5,000 0.016% | $7.74 | $38,700 | +1.65% | ||
| 2024-05-08 | Sale | Pappas Nicholas George | director | 6,000 0.0202% | $8.56 | $51,360 | -1.99% | |
| 2024-05-06 | Garateix Ernie J | Chief Executive Officer | 5,000 0.0163% | $8.19 | $40,950 | -0.91% | ||
| 2024-05-06 | Lusk Kirk | Chief Financial Officer | 5,000 0.0161% | $8.11 | $40,550 | -0.91% | ||
| 2024-05-06 | WHITING PAUL L | director | 50,000 0.1658% | $8.35 | $417,500 | -0.91% | ||
| 2024-03-26 | Sale | Pappas Nicholas George | director | 1,000 0.0033% | $10.87 | $10,870 | -17.50% | |
| 2024-03-14 | Sale | Pappas Nicholas George | director | 1,100 0.0034% | $7.94 | $8,734 | +14.26% | |
| 2024-03-14 | WHITING PAUL L | director | 20,000 0.0643% | $8.14 | $162,800 | +14.26% | ||
| 2024-02-29 | Sale | Pappas Nicholas George | director | 1,300 0.0044% | $7.06 | $9,178 | +23.67% | |
| 2024-02-02 | Sale | Pappas Nicholas George | director | 1,500 0.0048% | $5.93 | $8,895 | +39.78% | |
| 2023-12-28 | Sale | Pappas Nicholas George | director | 1,250 0.0042% | $6.65 | $8,313 | +22.09% | |
| 2023-12-19 | Hyer Raymond T | 10 percent owner | 148,148 0.5539% | $6.75 | $999,999 | +16.14% | ||
| 2023-12-14 | Garateix Ernie J | Chief Executive Officer | 27,247 0.0689% | $7.34 | $199,993 | +4.86% | ||
| 2023-12-14 | WHITING PAUL L | director | 40,871 0.1033% | $7.34 | $299,993 | +4.86% | ||
| 2023-12-06 | Sale | Pappas Nicholas George | director | 1,000 0.0027% | $8.91 | $8,910 | -6.61% | |
| 2023-05-07 | Garateix Ernie J | Chief Executive Officer | 5,000 0.0427% | $8.21 | $41,050 | +49.14% | ||
| 2023-03-21 | WIDDICOMBE RICHARD A | director | 5,000 0.0188% | $3.01 | $15,050 | +69.97% | ||
| 2023-03-17 | Garateix Ernie J | Chief Executive Officer | 1,000 0.0042% | $3.15 | $3,150 | +80.27% | ||
| 2023-03-16 | Garateix Ernie J | Chief Executive Officer | 1,000 0.0039% | $3.07 | $3,070 | +70.81% | ||
| 2023-02-13 | Hyer Raymond T | 10 percent owner | 202,460 0.8087% | $1.96 | $396,822 | +160.68% |
Insider Historical Profitability
| Hyer Raymond T | 10 percent owner | 2959263 9.3494% | $7.07 | 5 | 0 | +165.34% |
| Garateix Ernie J | Chief Executive Officer | 1062584 2.858% | $7.07 | 28 | 9 | +53.29% |
| Lusk Kirk | Chief Financial Officer | 550436 0.8605% | $7.07 | 6 | 0 | +38.73% |
| Pappas Nicholas George | director | 75400 0.212% | $7.07 | 1 | 10 | +8.15% |
| WHITING PAUL L | director | 64662 0.1681% | $7.07 | 4 | 0 | |
| Lucas Bruce | Chairman & CEO | 726859 2.4174% | $7.07 | 16 | 19 | +5.35% |
| WIDDICOMBE RICHARD A | director | 681921 2.268% | $7.07 | 9 | 10 | +23.84% |
| Masiello James | director | 246295 0.8191% | $7.07 | 3 | 4 | +15.52% |
| Apostolou Panagiotis | director | 160000 0.5321% | $7.07 | 1 | 8 | +6% |
| Moura Timothy | See Remarks | 159025 0.5289% | $7.07 | 1 | 0 | +190.71% |
| Vattamattam Joseph | director | 51441 0.1711% | $7.07 | 2 | 8 | +46.78% |
| Walvekar Vijay | director | 48182 0.1602% | $7.07 | 1 | 5 | +43.74% |
| Houvardas Trifon | director | 40250 0.1339% | $7.07 | 1 | 12 | +8.15% |
| Barlas Irini | director | 36050 0.1199% | $7.07 | 4 | 1 | +9.12% |
| ROHDE STEPHEN L | CFO, Treasurer & Secretary | 22996 0.0765% | $7.07 | 1 | 8 | +0.07% |
| Russell Melvin A Jr | See Remarks | 12000 0.0399% | $7.07 | 1 | 1 | +43.74% |
| Martindale Steven C. | director | 7685 0.0256% | $7.07 | 7 | 0 | <0.0001% |
| Neilson Paul | Vice President of Claims | 7650 0.0254% | $7.07 | 0 | 3 | |
| Binnun Sharon | EVP Finance | 0 0% | $7.07 | 0 | 2 | |
| Peiso Joseph R | Vice President of Compliance | 0 0% | $7.07 | 0 | 7 |
Institutional Investor Ownership
| Driehaus Capital Management LLC | $17.22M | 5.28 | 1.62M | -14.98% | -$3.04M | 0.17 | |
| Dimensional Fund Advisors | $14.03M | 4.3 | 1.32M | +19.45% | +$2.28M | <0.01 | |
| The Vanguard Group | $11.67M | 3.58 | 1.1M | -15.08% | -$2.07M | <0.0001 | |
| Invesco | $7.95M | 2.44 | 746,883 | New | +$7.95M | <0.01 | |
| Pacific Ridge Capital Partners, LLC | $7.32M | 2.24 | 687,393 | -24.12% | -$2.33M | 1.61 | |
| BlackRock | $6.72M | 2.06 | 631,037 | -40.52% | -$4.58M | <0.0001 | |
| Marshall Wace | $6.15M | 1.88 | 577,287 | +65.06% | +$2.42M | 0.01 | |
| Millennium Management LLC | $5.9M | 1.81 | 553,797 | +456.84% | +$4.84M | <0.01 | |
| Qube Research & Technologies | $5.08M | 1.56 | 476,564 | +64.59% | +$1.99M | 0.01 | |
| Arrowstreet Capital, Limited Partnership | $4.57M | 1.4 | 429,255 | +14.39% | +$575,058.77 | <0.01 | |
| Franklin Templeton Investments | $3.7M | 1.14 | 347,795 | New | +$3.7M | <0.01 | |
| Man Group Plc | $3.4M | 1.04 | 318,802 | +64.12% | +$1.33M | 0.01 | |
| Assenagon Asset Management S.A. | $3.35M | 1.03 | 314,856 | +265.26% | +$2.44M | 0.01 | |
| Morgan Stanley | $3.2M | 0.98 | 300,194 | -21.97% | -$900,010.17 | <0.0001 | |
| Renaissance Technologies | $3.19M | 0.98 | 299,299 | -8.13% | -$282,266.23 | 0.01 | |
| Bridgeway Capital Management | $3.12M | 0.96 | 292,578 | +2.52% | +$76,711.96 | 0.06 | |
| Two Sigma | $2.89M | 0.89 | 271,756 | +48.48% | +$944,953.07 | 0.01 | |
| Susquehanna International Group | $2.83M | 0.87 | 266,161 | +124.12% | +$1.57M | <0.01 | |
| American Century Investments | $2.82M | 0.87 | 264,913 | +87.67% | +$1.32M | <0.01 | |
| Connor Clark & Lunn Investment Management Ltd | $2.82M | 0.86 | 264,415 | +135.63% | +$1.62M | 0.01 | |
| Geode Capital Management | $2.72M | 0.83 | 255,443 | -16.03% | -$519,399.89 | <0.0001 | |
| Jane Street Capital | $2.48M | 0.76 | 232,650 | +66.14% | +$986,360.60 | <0.01 | |
| Goldman Sachs | $2.41M | 0.74 | 225,993 | +1,912.58% | +$2.29M | <0.0001 | |
| Cubist Systematic Strategies | $2.35M | 0.72 | 220,360 | +613.21% | +$2.02M | 0.02 | |
| Two Sigma Advisers LP | $2.33M | 0.72 | 219,200 | +19.07% | +$373,815.00 | <0.01 | |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $2.26M | 0.69 | 212,434 | -42.91% | -$1.7M | 0.45 | |
| Laurion Capital Management LP | $2.03M | 0.62 | 190,997 | 0% | +$0 | 0.06 | |
| Acadian Asset Management | $1.34M | 0.41 | 125,805 | -74.87% | -$3.99M | 0.01 | |
| State Street | $1.27M | 0.39 | 119,038 | +52.73% | +$437,715.10 | <0.0001 | |
| Victory Capital Management Inc | $1.09M | 0.33 | 102,000 | -1.92% | -$21,300.00 | <0.01 | |
| D. E. Shaw & Co. | $1.06M | 0.32 | 99,188 | New | +$1.06M | <0.01 | |
| Empowered Funds Llc | $1.03M | 0.32 | 96,678 | +8.05% | +$76,711.97 | 0.02 | |
| Bank of Montreal | $973,478.00 | 0.3 | 90,632 | <0.01% | -$42.96 | <0.0001 | |
| Legato Capital Management Llc | $896,655.00 | 0.28 | 84,193 | -43.86% | -$700,631.20 | 0.11 | |
| Eam Investors | $810,241.00 | 0.25 | 76,079 | -14.77% | -$140,398.89 | 0.13 | |
| Jump Financial Llc | $810,039.00 | 0.25 | 76,060 | +577.65% | +$690,503.40 | 0.01 | |
| O Shaughnessy Asset Management Llc | $754,829.00 | 0.23 | 70,876 | -8.77% | -$72,601.01 | 0.01 | |
| Stifel | $745,882.00 | 0.23 | 70,035 | -3.05% | -$23,430.29 | <0.01 | |
| Barclays | $720,000.00 | 0.22 | 67,675 | -31.51% | -$331,290.43 | <0.0001 | |
| Trexquant Investment LP | $669,257.00 | 0.21 | 62,841 | New | +$669,257.00 | 0.01 | |
| Kennedy Capital Management Inc | $662,781.00 | 0.2 | 62,233 | New | +$662,781.00 | 0.01 | |
| ClariVest Asset Management LLC | $636,615.00 | 0.2 | 59,776 | -0.04% | -$276.90 | 0.07 | |
| Northern Trust | $552,597.00 | 0.17 | 51,887 | -10.14% | -$62,355.80 | <0.0001 | |
| Ameriprise Financial | $537,207.00 | 0.17 | 50,442 | -71.92% | -$1.38M | <0.0001 | |
| Schonfeld Group | $433,304.00 | 0.13 | 40,686 | +140.29% | +$252,978.99 | <0.01 | |
| State Of Wyoming | $428,354.00 | 0.13 | 40,221 | New | +$428,354.00 | 0.05 | |
| LSV Asset Management | $424,000.00 | 0.13 | 39,800 | 0% | +$0 | <0.01 | |
| Russell Investments Group Ltd | $386,595.00 | 0.12 | 36,300 | 0% | +$0 | <0.01 | |
| Brevan Howard Capital Management Lp | $371,770.00 | 0.11 | 34,908 | New | +$371,770.00 | 0.03 | |
| Ameritas Advisory Services Llc | $277,275.00 | 0.11 | 34,790 | New | +$277,275.00 | 0.01 |