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HRTG
Heritage Insurance Holdings, Inc.
27.68
200 x 27.72
200 x 27.77
bid
ask
+
0.88
3.26%
01:16 PM
timesize
Ytd-5.38%
1y22.18%
26.65
day range
27.80
16.82
52 week range
31.98
Open27.00Prev Close26.81Low26.65High27.80Mkt Cap838.12M
Vol115.00KAvg Vol450.24KEPS6.52P/E4.25Forward P/E5.25
Beta0.99Short Ratio2.80Inst. Own54.59%DividendN/ADiv YieldN/A
Ex Div Date06-13Earning08-0450-d Avg24.54200-d Avg26.091yr Est16.00
Earning
DateForEstimateReportedSurprisesurprise %
2024-11-062024-090.020.270.251250.00%
2024-08-062024-060.380.610.2360.53%
2024-05-012024-030.610.47-0.14-22.95%
2024-03-112023-120.451.150.7155.56%
2023-11-022023-09-0.29-0.280.013.45%
2023-08-082023-060.050.320.27540.00%
Upgrade / Downgrade
DateFirmActionFromTo
2024-08-09Piper SandlerUpgradeNeutralOverweight
2024-08-08Truist SecuritiesUpgradeBuyBuy
2024-04-15JMP SecuritiesUpgradeMarket Perform
2024-04-01Piper SandlerUpgradeNeutralNeutral
2024-03-13Truist SecuritiesUpgradeBuyBuy
2024-03-13JMP SecuritiesDowngradeMarket OutperformMarket Perform
Profile
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.
Insider Holder
DateNameRelationQuantityDescription
2024-06-04APOSTOLOU PANAGIOTISDirector189.72KStock Award(Grant)
2024-06-04BARLAS IRINIDirector0.00Stock Award(Grant)
2024-06-04BERSET MARK SDirector758.93KStock Award(Grant)
2024-11-10GARATEIX ERNIE JChief Executive Officer1.08MPurchase
2024-05-05LUSK KIRK H.Chief Financial Officer550.44KPurchase
2024-11-21PAPPAS NICHOLAS GEORGEDirector76.31KSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Blackrock Inc.1.92M22.36M6.25%
2024-09-29Dimensional Fund Advisors LP1.38M16.03M4.48%
2024-09-29Vanguard Group Inc1.32M15.36M4.30%
2024-09-29Marshall Wace LLP951.81K11.09M3.10%
2024-09-29Invesco Ltd.762.02K8.88M2.48%
2024-09-29Pacific Ridge Capital Partners, LLC608.36K7.09M1.98%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Vanguard Total Stock Market Index Fund725.15K8.45M2.36%
2024-09-29Invesco ETF Tr II-Invesco Dorsey Wright SmallCap Momentum ETF685.98K7.99M2.24%
2024-10-30iShares Russell 2000 ETF611.32K7.12M1.99%
2024-09-29Avantis U.S. Small Cap Value ETF426.60K4.97M1.39%
2024-09-29Vanguard Extended Market Index Fund339.33K3.95M1.11%
2024-10-30RBB Fund Inc.-Adara Smaller Companies Fund309.77K3.61M1.01%
Dividend
DividendDate
0.062022-06-13
0.062022-03-16
0.062021-12-14
0.062021-09-14
0.062021-06-14
0.062021-03-12