Ticker · CUSIP 42727J102

HRTG

HERITAGE INSURANCE HLDGS INC

Financial Services·Insurance - Property & Casualty

···Share

Holders (tracked)

Combined shares

1,291,695

Combined value

$37.80M

Last close

$27.22

Quarter

2025Q4

Price is -7.0% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$27.22+8.35 (+44.25%)H $31.14 · L $18.72 · Avg Vol 422K

Position opened

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

18 events

D.E. Shaw & Co. trimmed2026-02-17
−1,973 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−95,150 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+3,060 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−204,730 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+34,947 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,707 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+185,466 shares · 2025Q4
Position
Jeremy Grantham (GMO) trimmed2026-02-17
−939 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+17,431 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−90,649 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−185,877 shares · 2025Q3
Position
Steve Cohen (Point72) exited2025-11-14
−3,800 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+14,498 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−36,858 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+1,211 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−15,263 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+21,093 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−100,669 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for HRTG →

Follow-the-investor returns

If you'd copied each holder of HRTG…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
D.E. Shaw & Co.	2016Q1	$10.04	+171.2%	$231K
Two Sigma Investments	2016Q1	$10.20	+166.9%	$2.3M
Renaissance Technologies	2016Q1	$11.69	+132.8%	$4.9M
Izzy Englander (Millennium Mgmt)	2016Q2	$12.93	+110.6%	$1.3M
AQR Capital Management	2016Q1	$13.37	+103.5%	$11.4M
T. Rowe Price	2017Q1	$17.51	+55.5%	$371K
Paul Tudor Jones (Tudor Investment)	2016Q1	$19.90	+36.8%	$5.0M
Jeremy Grantham (GMO)	2025Q2	$24.94	+9.1%	$336K
Steve Cohen (Point72)	2024Q3	$27.41	-0.7%	$951K
Ken Griffin (Citadel Advisors)	2016Q3	$27.80	-2.1%	$1.3M
Ken Griffin (Citadel Advisors)	2016Q3	$27.80	-2.1%	$1.3M
Ken Griffin (Citadel Advisors)	2016Q3	$27.80	-2.1%	$1.3M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Paul Tudor Jones (Tudor Investment)
+185,466
$5.4M
Steve Cohen (Point72)
+34,947
$1.0M

Added to3

AQR Capital Management
+17,431
$510K
Two Sigma Investments
+3,060
$90K
T. Rowe Price
+1,707
$50

Trimmed5

Izzy Englander (Millennium Mgmt)
−204,730
$6.0M
Ken Griffin (Citadel Advisors)
−95,150
$2.8M
Renaissance Technologies
−90,649
$2.7M
D.E. Shaw & Co.
−1,973
$58K
Jeremy Grantham (GMO)
−939
$27K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	9	3,903,139	$27.9M	—
2022Q2	7	2,247,831	$5.9M	-2
2022Q3	7	1,907,316	$4.3M	—
2022Q4	8	2,404,321	$4.3M	+1
2023Q1	8	2,139,187	$6.6M	—
2023Q2	8	1,820,545	$7.0M	—
2023Q3	8	1,911,984	$12.4M	—
2023Q4	7	1,735,251	$11.3M	-1
2024Q1	7	1,783,789	$19.0M	—
2024Q2	8	2,722,942	$19.3M	+1
2024Q3	9	2,051,057	$25.1M	+1
2024Q4	8	1,547,958	$18.7M	-1
2025Q1	9	1,621,379	$23.4M	+1
2025Q2	12	1,846,730	$46.1M	+3
2025Q3	10	1,431,325	$36.0M	-2
2025Q4	12	1,291,695	$37.8M	+2

Who owns HRTG

12 super-investors · 2025Q4

Tracked stake

1.29M

Combined value

$38M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added3Trim7

#	Manager	Shares	Value	% of book	Last action
1	AQR Capital Management	417.4K	$12M	0.0%	Added+17.4K
2	Paul Tudor Jones Tudor Investment	185.5K	$5M	0.0%	New+185.5K
3	Renaissance Technologies	181.7K	$5M	0.0%	Trim−90.6K
4	Ken Griffin Citadel Advisors	149.8K	$4M	0.0%	Trim−95.2K
5	Ken Griffin Citadel Advisors	109.9K	$3M	0.0%	Trim−95.2K
6	Two Sigma Investments	83.3K	$2M	0.0%	Added+3.1K
7	Izzy Englander Millennium Mgmt	47.6K	$1M	0.0%	Trim−204.7K
8	Ken Griffin Citadel Advisors	47.0K	$1M	0.0%	Trim−95.2K
9	Steve Cohen Point72	34.9K	$1M	0.0%	New+34.9K
10	T. Rowe Price	13.6K	$399K	0.0%	Added+1.7K
11	Jeremy Grantham GMO	12.3K	$361K	0.0%	Trim−939
12	D.E. Shaw & Co.	8.5K	$249K	0.0%	Trim−2.0K

Recent moves

20 transactions

NEWSteve Cohen (Point72)
+34,947 · 2025Q4
ADDAQR Capital Management
+17,431 · 2025Q4
ADDTwo Sigma Investments
+3,060 · 2025Q4
ADDT. Rowe Price
+1,707 · 2025Q4
TRIMJeremy Grantham (GMO)
−939 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−95,150 · 2025Q4
TRIMD.E. Shaw & Co.
−1,973 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+185,466 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−204,730 · 2025Q4
TRIMRenaissance Technologies
−90,649 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−185,877 · 2025Q3
SOLDSteve Cohen (Point72)
−3,800 · 2025Q3
ADDAQR Capital Management
+14,498 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+21,093 · 2025Q3
TRIMTwo Sigma Investments
−15,263 · 2025Q3
TRIMD.E. Shaw & Co.
−36,858 · 2025Q3
ADDT. Rowe Price
+1,211 · 2025Q3
TRIMRenaissance Technologies
−100,669 · 2025Q3
TRIMTwo Sigma Investments
−21,976 · 2025Q2
NEWSteve Cohen (Point72)
+3,800 · 2025Q2

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