HRTG · Financial Services
HERITAGE INSURANCE HLDGS INC
Smart-money confidence
· 1 of 3 sources firing
Bearish — money moving out
No standout activity across the feeds we track.
Hedge funds
32
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
◆ Next steps
Interested in HERITAGE INSURANCE HLDGS INC? Here's what to do with it.
◇
Compare with other stocks
Sort 7,111 stocks by confidence, holders, or Congress signal
◈
Backtest the strategy
See how the model has done historically before you commit real money
✉
Get the weekly digest
One email on Sunday · what changed in the model this week
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$864M
Industry
Insurance - Property & Casualty
Sector
Financial Services
Exchange
NYSE
About HERITAGE INSURANCE HLDGS INC
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. It offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; and commercial residential property insurance in Florida, Hawaii, New Jersey, and New York. The company also provides homeowners insurance, condo insurance, dwelling fire, equipment coverage, and artisan contractor program. It offers…
Who's behind the signal
Every informed buyer we can see on HRTG, across all three feeds.
Hedge funds · 6
Point72 (Steve Cohen)
New position
AQR Capital Management
Increased +4%
Tudor Investment (Paul Tudor Jones)
Unchanged
D.E. Shaw & Co
Decreased −19%
Citadel Advisors
Decreased −39%
Millennium Management (Englander)
Decreased −81%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar.
HERITAGE INSURANCE HLDGS INC isn't in the top-10 model right now, but 6 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
6
Investors
1
New positions
1
Increasing
3
Decreasing
1
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+4%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.2×
% of portfolio
0.0%
Position change
—
0.0% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−19%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−39%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−81%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to HERITAGE INSURANCE HLDGS INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell HERITAGE INSURANCE HLDGS INC or any security.
Get the Weekly Update
Every Sunday, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime