HRTG
Heritage Insurance Holdings, Inc.• Insurance
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Assenagon Asset Management S.A. | $9.4M | 282.9K | 0.01% | +7.4% |
Creative Planning | $2.6M | 79.0K | 0.00% | +59.6% |
Inspire Investing, Llc | $2.3M | 70.2K | 0.10% | New Position |
Y-Intercept (Hong Kong) Ltd | $2.1M | 62.3K | 0.05% | -29.6% |
Instrumental Wealth, Llc | $2M | 60.1K | 0.97% | Unchanged |
Burney Co/ | $1.7M | 51.2K | 0.05% | New Position |
Sierra Summit Advisors Llc | $1.5M | 46.1K | 0.18% | +24.7% |
Strs Ohio | $1M | 30.5K | 0.00% | +12.1% |
Virginia Retirement Systems Et Al | $1M | 30.4K | 0.01% | -17.4% |
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | $714K | 21.5K | 0.01% | +61.3% |
Bailard, Inc. | $619K | 18.7K | 0.01% | Unchanged |
Wealth Enhancement Advisory Services, Llc | $538K | 15.3K | 0.00% | +31.3% |
Norden Group Llc | $519K | 15.7K | 0.04% | +44.5% |
Truist Financial Corp | $469K | 14.1K | 0.00% | -6.2% |
Fragasso Financial Advisors Inc | $445K | 12.8K | 0.02% | -16.2% |
Cambridge Investment Research Advisors, Inc. | $420K | 12.7K | 0.00% | +8.0% |
Commonwealth Equity Services, Llc | $384K | 11.6K | 0.00% | New Position |
State Of Alaska, Department Of Revenue | $355K | 10.7K | 0.00% | -3.0% |
Vise Technologies, Inc. | $306K | 9.2K | 0.00% | -2.5% |
Sterling Capital Management Llc | $281K | 8.5K | 0.01% | +1597.8% |
State Of Wyoming | $271K | 8.2K | 0.02% | +1.4% |
Nisa Investment Advisors, Llc | $212K | 6.4K | 0.00% | +170.0% |
First Affirmative Financial Network | $211K | 6.4K | 0.05% | New Position |
Triumph Capital Management | $153K | 4.6K | 0.03% | +3.0% |
Signaturefd, Llc | $51K | 1.5K | 0.00% | Unchanged |
Capital Advisors, Ltd. Llc | $35K | 1.1K | 0.00% | Unchanged |
Ifp Advisors, Inc | $20K | 609 | 0.00% | -55.7% |
Covestor Ltd | $20K | 603 | 0.01% | +1.3% |
Sjs Investment Consulting Inc. | $19K | 582 | 0.00% | +8214.3% |
Essential Partners Llc | $13K | 379 | 0.01% | -3.3% |
Farther Finance Advisors, Llc | $12K | 361 | 0.00% | +50.4% |
Provenance Wealth Advisors, Llc | $11K | 332 | 0.00% | New Position |
Harbor Capital Advisors, Inc. | $9K | 274 | 0.00% | -10.5% |
Gamma Investing Llc | $8K | 232 | 0.00% | +0.9% |
True Wealth Design, Llc | $5K | 161 | 0.00% | +18.4% |
Assetmark, Inc | $5K | 150 | 0.00% | New Position |
Fortitude Family Office, Llc | $3K | 88 | 0.00% | Unchanged |
Versant Capital Management, Inc | $3K | 86 | 0.00% | Unchanged |
Caitong International Asset Management Co., Ltd | $2K | 74 | 0.00% | -92.9% |
Parkside Financial Bank & Trust | $2K | 65 | 0.00% | +30.0% |
Physician Wealth Advisors, Inc. | $1K | 35 | 0.00% | Unchanged |
Root Financial Partners, Llc | $1K | 33 | 0.00% | New Position |
Corecap Advisors, Llc | $995 | 30 | 0.00% | New Position |
Hughes Financial Services, Llc | $398 | 11 | 0.00% | +120.0% |
Sbi Securities Co., Ltd. | $66 | 2 | 0.00% | -66.7% |