Stock Transactions — HERITAGE INSURANCE HLDGS INC

Total Bought
2,388,765
121 transactions
Total Sold
2,012,418
71 transactions
Net
+376,347
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
BlackRock, Inc.1,924,2872,213,730+289,4430.000.00+0.00buy
VANGUARD GROUP INC1,646,7311,881,027+234,2960.000.00+0.00buy
PRUDENTIAL FINANCIAL INC691,893834,918+143,0250.020.03+0.01buy
Nuveen, LLC60,147169,454+109,3070.000.00+0.00buy
Qube Research & Technologies Ltd189,521292,183+102,6620.010.01+0.01buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND086,350+86,3500.000.00+0.00buy
DENALI ADVISORS LLC085,115+85,1150.000.28+0.28buy
BNP Paribas Asset Management Holding S.A.054,772+54,7720.000.00+0.00buy
STATE STREET CORP455,536507,577+52,0410.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC203,839255,174+51,3350.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP45,57495,272+49,6980.000.00+0.00buy
Swiss National Bank049,000+49,0000.000.00+0.00buy
GOLDMAN SACHS GROUP INC124,653173,519+48,8660.000.00+0.00buy
Informed Momentum Co LLC140,319188,956+48,6370.400.62+0.22buy
HRT FINANCIAL LP125,006171,405+46,3990.010.02+0.00buy
Cerity Partners LLC042,519+42,5190.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC888,452926,776+38,3240.010.01+0.00buy
PRINCIPAL FINANCIAL GROUP INC64,490101,137+36,6470.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC630,906665,902+34,9960.000.00+0.00buy
Point72 Asset Management, L.P.034,947+34,9470.000.00+0.00buy
Interval Partners, LP032,370+32,3700.000.02+0.02buy
Invesco Ltd.51,71077,421+25,7110.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND6,60029,000+22,4000.000.00+0.00buy
Cambria Investment Management, L.P.022,378+22,3780.000.04+0.04buy
Integrated Quantitative Investments LLC022,116+22,1160.000.14+0.14buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,65723,495+21,8380.000.00+0.00buy
JPMORGAN CHASE & CO65,36584,727+19,3620.000.00+0.00buy
FMR LLC91,102110,418+19,3160.000.00+0.00buy
CAXTON ASSOCIATES LLP018,748+18,7480.000.01+0.01buy
Jump Financial, LLC017,473+17,4730.000.01+0.01buy
AQR CAPITAL MANAGEMENT LLC399,997417,428+17,4310.010.01-0.00buy
Engineers Gate Manager LP017,386+17,3860.000.01+0.01buy
Legal & General Group Plc2,40219,344+16,9420.000.00+0.00buy
ExodusPoint Capital Management, LP016,776+16,7760.000.01+0.01buy
VIRGINIA RETIREMENT SYSTEMS ET Al016,200+16,2000.000.00+0.00buy
Aquatic Capital Management LLC015,828+15,8280.000.01+0.01buy
SEI INVESTMENTS CO27,62843,436+15,8080.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC015,700+15,7000.000.00+0.00buy
WELLS FARGO & COMPANY/MN34,30049,863+15,5630.000.00+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC57,00772,455+15,4480.000.01+0.00buy
MANGROVE PARTNERS IM, LLC014,965+14,9650.000.04+0.04buy
Quartz Partners, LLC172,728187,356+14,6281.572.04+0.46buy
NORTHERN TRUST CORP217,767232,298+14,5310.000.00+0.00buy
Harvest Investment Services, LLC014,413+14,4130.000.08+0.08buy
Massar Capital Management, LP013,244+13,2440.000.08+0.08buy
Magnetar Financial LLC013,163+13,1630.000.00+0.00buy
UBS Group AG289,827302,409+12,5820.000.00+0.00buy
JANUS HENDERSON GROUP PLC012,100+12,1000.000.00+0.00buy
ACADIAN ASSET MANAGEMENT LLC457,462469,292+11,8300.020.02+0.00buy
Fragasso Financial Advisors Inc011,200+11,2000.000.02+0.02buy
VOLORIDGE INVESTMENT MANAGEMENT, LLC27,51338,528+11,0150.000.00+0.00buy
LPL Financial LLC19,63030,430+10,8000.000.00+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)010,542+10,5420.000.00+0.00buy
FIRST TRUST ADVISORS LP72,10582,249+10,1440.000.00+0.00buy
FRANKLIN RESOURCES INC81,31690,941+9,6250.000.00+0.00buy
State of Alaska, Department of Revenue1,45311,056+9,6030.000.00+0.00buy
Jain Global LLC09,200+9,2000.000.00+0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management09,151+9,1510.000.00+0.00buy
Empowered Funds, LLC143,164152,254+9,0900.040.04-0.00buy
Arkadios Wealth Advisors128,286137,266+8,9800.080.08+0.00buy
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.2,64111,612+8,9710.130.12-0.01buy
CITIGROUP INC39,88548,794+8,9090.000.00+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD08,300+8,3000.000.00+0.00buy
EP Wealth Advisors, LLC07,851+7,8510.000.00+0.00buy
Mariner, LLC33,45941,176+7,7170.000.00+0.00buy
BARCLAYS PLC55,93863,612+7,6740.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC241,264248,801+7,5370.130.15+0.02buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE07,426+7,4260.000.00+0.00buy
KLP KAPITALFORVALTNING AS07,000+7,0000.000.00+0.00buy
Arizona State Retirement System06,883+6,8830.000.00+0.00buy
GLOBEFLEX CAPITAL L P05,914+5,9140.000.03+0.03buy
Creative Planning49,92154,837+4,9160.000.00+0.00buy
Quantinno Capital Management LP15,08518,766+3,6810.000.00+0.00buy
MEEDER ASSET MANAGEMENT INC03,522+3,5220.000.01+0.01buy
CANADA LIFE ASSURANCE Co03,188+3,1880.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP80,26983,329+3,0600.000.00+0.00buy
XTX Topco Ltd19,89422,872+2,9780.030.02-0.01buy
Caitong International Asset Management Co., Ltd752,906+2,8310.000.02+0.02buy
DEUTSCHE BANK AG\16,76818,836+2,0680.000.00+0.00buy
Trexquant Investment LP152,480154,443+1,9630.040.04+0.00buy
Janney Montgomery Scott LLC9,74411,677+1,9330.000.00+0.00buy
IEQ CAPITAL, LLC41,79143,646+1,8550.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/11,92813,635+1,7070.000.00+0.00buy
HARBOUR INVESTMENTS, INC.01,700+1,7000.000.00+0.00buy
CWM, LLC20,21721,894+1,6770.000.00+0.00buy
KESTRA PRIVATE WEALTH SERVICES, LLC24,26025,814+1,5540.010.01+0.00buy
Man Group plc9,08610,543+1,4570.000.00+0.00buy
Squarepoint Ops LLC46,57847,939+1,3610.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,39411,437+1,0430.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,99211,025+1,0330.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC14,45215,424+9720.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS5,3796,175+7960.000.00+0.00buy
Graham Capital Management, L.P.18,58919,378+7890.020.02+0.00buy
AMERIPRISE FINANCIAL INC153,997154,480+4830.000.00+0.00buy
Assenagon Asset Management S.A.462,075462,481+4060.020.02+0.00buy
IFP Advisors, Inc205562+3570.000.00+0.00buy
Triumph Capital Management3,5033,844+3410.010.02+0.01buy
EverSource Wealth Advisors, LLC8591,189+3300.000.00+0.00buy
Smartleaf Asset Management LLC0298+2980.000.00+0.00buy
AlphaQuest LLC7,2727,524+2520.010.01+0.00buy
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