Guru Ownership Trend
Guru Analysis for Heritage Insurance Holdings, Inc. (HRTG)
Heritage Insurance Holdings, Inc. (HRTG), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.94 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $1.05 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 25.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Heritage Insurance Holdings, Inc. (HRTG)
Major holders include Cliff Asness ($9.54 M), Steven Cohen ($3.4 M), Renaissance Technologies (RenTech) ($3.35 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 625,000 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.05 M, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited HRTG. The total reported sell value was $2.78 M.
Yes, 1 managers opened new positions in HRTG, and 1 increased their existing holdings. The total reported buy value was $3.84 M.