Heritage Insurance Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Heritage Insurance Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of 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, and emergency and recovery services; and property management, and reinsurance services. The company writes personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as indirectly to approximately 1,500 retail locations through eight wholesale agency relationships; and personal and commercial insurance policies through a network of approximately 70 independent agencies. Heritage Insurance Holdings, Inc. was founded in 2012 and is headquartered in Tampa, Florida.
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of 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, and emergency and recovery services; and property management, and reinsurance services. The company writes personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as indirectly to approximately 1,500 retail locations through eight wholesale agency relationships; and personal and commercial insurance policies through a network of approximately 70 independent agencies. Heritage Insurance Holdings, Inc. was founded in 2012 and is headquartered in Tampa, Florida.
Last report4 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Annual filing, covered
10-K parsed · Mar 12 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 12 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Largest filed tie
0
filed ties
Same SIC code · 6
Same SEC industry code: Berkshire Hathaway Inc, Progressive Corp, Chubb Ltd and 3 more; of Heritage Insurance Holdings, Inc.'s 6 closest co-movers, 1 shares that code.
Same SIC code · 6
Same SEC industry code: Berkshire Hathaway Inc, Progressive Corp, Chubb Ltd and 3 more; of Heritage Insurance Holdings, Inc.'s 6 closest co-movers, 1 shares that code.
No trades yet today.
No trades yet today.
Heritage Insurance Holdings, Inc.
36.01
pre 36.10 +0.45%
+4.06%
shaded = implied · ▲▼ = realized
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $60.8M | 12.13% | +6.51% |
| Dimensional | $34.2M | 6.82% | +5.11% |
| American Century Companies | $27.8M | 5.55% | +7.89% |
| Vanguardindex-like | $26.4M | 5.27% | +1.24% |
| Vanguard Portfolioindex-like | $24.8M | 4.94% | +12.09% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $60.8M | 12.13% | +6.51% |
| Dimensional | $34.2M | 6.82% | +5.11% |
| American Century Companies | $27.8M | 5.55% | +7.89% |
| Vanguardindex-like | $26.4M | 5.27% | +1.24% |
| Vanguard Portfolioindex-like | $24.8M | 4.94% | +12.09% |
Bull2
Bear1
Expected move
Inputsspot 35.94exp Mar 19ATM strike 35ATM straddle 8.45IV 48%