Heritage Insurance Holdings Inc (HRTG)

FINANCE: INSURANCE
SIC: FIRE, MARINE & CASUALTY INSURANCE

2600 MCCORMICK DRIVE CLEARWATER, FL 33759

Heritage Insurance Holdings, Inc operates as a property and casualty insurance holding company. The company provides personal residential insurance for single-family homeowners and condominium owners in Florida. Heritage Insurance manages all aspects of insurance underwriting, actuarial analysis, distribution and claims processing and adjusting.

Data as of 2020-07-04
Market Cap359.139 Million Shares Outstanding28.212 Million Avg 30-day Volume170.145 Thousand
P/E Ratio12.6 Dividend Yield1.885 EPS1.01
Price/Sales0.891 Price cash flow ratio3.1 Price free cash flow ratio2.9
Book Value15.93 Price to Tangible Book1.56 Alpha-0.01
Short Interest Ratio4.8 % Short Interest to Float2.3 R-squared0.089084
BETA0.707656 52-week High/Low16.38 / 7.5 Stddev0.100966
View SEC Filings from HRTG instead.
Q1 2020 All Institutions Hedge Funds 1
Filers who had this stock in their top 10: 4 0 (0.0%)
13F Filers holding this stock: 108 30 (1.96%)
Aggregate 13F shares on 03/31/2020: 18.481 Million 8.884 Million
Aggregate 13F shares on 12/31/2019: 19.637 Million 9.447 Million
Percent change: -5.89% -5.96%
Funds creating new positions: 8
Funds Adding to an existing position: 46 16
Funds closing out their position: 13 4
Funds reducing their position: 39 13
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding HRTG (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HRTG BETA

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MOURA TIMOTHY SEE REMARKS

  • Officer
64,133 2020-04-03 1

GARATEIX ERNIE J CHIEF OPERATING OFFICER

  • Officer
106,254 2020-03-12 3

LUSK KIRK CHIEF FINANCIAL OFFICER

  • Officer
120,831 2020-01-01 1

LUCAS BRUCE CHAIRMAN & CEO

  • Officer
  • Director
794,459 2019-11-04 1

WIDDICOMBE RICHARD A PRESIDENT

  • Officer
  • Director
691,778 2019-11-04 1

MARTINDALE STEVEN C.

  • Director
5,821 2019-08-07 1

BERSET MARK S

  • Director
729,209 2019-07-15 1

MASIELLO JAMES

  • Director
359,990 2018-12-10 0

BARLAS IRINI

  • Director
55,648 2018-11-05 0

PAPPAS NICHOLAS GEORGE

  • Director
63,745 2017-12-29 0

VATTAMATTAM JOSEPH

  • Director
51,441 2017-08-24 0

WALVEKAR VIJAY

  • Director
335,889 2017-03-20 0

HOUVARDAS TRIFON

  • Director
348,855 2016-06-15 0

APOSTOLOU PANAGIOTIS

  • Director
160,000 2016-06-14 0

ROHDE STEPHEN L CFO, TREASURER & SECRETARY

  • Officer
22,996 2016-05-09 0

NEILSON PAUL VICE PRESIDENT OF CLAIMS

  • Officer
7,650 2015-11-09 0

BINNUN SHARON EVP FINANCE

  • Officer
0 2015-11-09 0

RUSSELL MELVIN A JR SEE REMARKS

  • Officer
12,000 2015-05-29 0

PEISO JOSEPH R VICE PRESIDENT OF COMPLIANCE

  • Officer
0 2015-03-18 0

LINDER KENT M CHIEF OPERATING OFFICER

  • Officer
611,059 2014-12-02 0

VERNON MONICA

  • Director
40,445 2014-05-22 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5
No current insider transactions
Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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