Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company 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; 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, emergency, and recovery services; property management, and reinsurance services; homeowners insurance products, including single-family, homeowners or duplex, and condominium owners; and dwelling fire insurance policies. In addition, the company provides personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as distribute indirectly to retail locations through wholesale agency relationships. Further, it offers personal and commercial insurance policies through a network of independent agencies. The company was founded in 2012 and is headquartered in Tampa, Florida.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-11-07 |
2024-09 |
0.16 |
N/A |
N/A |
N/A |
2024-08-06 |
2024-06 |
0.38 |
0.61 |
0.23 |
60.53% |
2024-05-01 |
2024-03 |
0.61 |
0.47 |
-0.14 |
-22.95% |
2024-03-11 |
2023-12 |
0.45 |
1.15 |
0.7 |
155.56% |
2023-11-02 |
2023-09 |
-0.29 |
-0.28 |
0.01 |
3.45% |
2023-08-08 |
2023-06 |
0.05 |
0.32 |
0.27 |
540.00% |
Date |
Firm |
Action |
From |
To |
2023-10-05 |
Piper Sandler |
Upgrade |
Neutral |
Neutral |
2023-10-04 |
Piper Sandler |
Upgrade |
Neutral |
Neutral |
2023-08-09 |
JMP Securities |
Upgrade |
Market Outperform |
Market Outperform |
2023-07-11 |
JMP Securities |
Upgrade |
Market Outperform |
Market Outperform |
2023-05-07 |
Piper Sandler |
Upgrade |
|
Neutral |
2023-04-17 |
JMP Securities |
Upgrade |
|
Market Outperform |
Date |
Name |
Relation |
Quantity |
Description |
2024-06-04 |
APOSTOLOU PANAGIOTIS |
Director |
189.72K |
Stock Award(Grant) |
2024-06-04 |
BARLAS IRINI |
Director |
0.00 |
Stock Award(Grant) |
2024-06-04 |
BERSET MARK S |
Director |
758.93K |
Stock Award(Grant) |
2024-08-08 |
GARATEIX ERNIE J |
Chief Executive Officer |
1.07M |
Purchase |
2024-05-05 |
LUSK KIRK H. |
Chief Financial Officer |
550.44K |
Purchase |
2024-06-04 |
PAPPAS NICHOLAS GEORGE |
Director |
80.31K |
Stock Award(Grant) |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2022-09-29 |
Rutabaga Capital Management, LLC |
1.26M |
2.84M |
4.92% |
2023-06-29 |
Vanguard Group Inc |
1.25M |
4.82M |
4.90% |
2023-06-29 |
Pacific Ridge Capital Partners, LLC |
1.01M |
3.89M |
3.95% |
2023-06-29 |
Blackrock Inc. |
986.72K |
3.80M |
3.86% |
2023-06-29 |
Dimensional Fund Advisors LP |
781.88K |
3.01M |
3.06% |
2023-06-29 |
Morgan Stanley |
471.63K |
1.82M |
1.85% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
864.54K |
3.33M |
3.38% |
2023-06-29 |
Vanguard Extended Market Index Fund |
353.21K |
1.36M |
1.38% |
2023-09-29 |
RBB Fund Inc.-Adara Smaller Companies Fund |
314.20K |
2.04M |
1.23% |
2023-09-29 |
SEI Institutional Managed Tr-Tax Managed Small/Mid Cap Fund |
237.23K |
1.54M |
0.93% |
2023-05-30 |
Putnam Small Cap Value Fund |
200.44K |
885.94K |
0.78% |
2023-07-30 |
DFA U.S. Targeted Value Portfolio |
177.52K |
800.60K |
0.69% |
Dividend |
Date |
0.06 |
2022-06-13 |
0.06 |
2022-03-16 |
0.06 |
2021-12-14 |
0.06 |
2021-09-14 |
0.06 |
2021-06-14 |
0.06 |
2021-03-12 |