Heritage Insurance Ownership
| HRTG Stock | USD 11.29 0.41 3.77% |
Shares in Circulation | First Issued 2013-03-31 | Previous Quarter 30.4 M | Current Value 30.7 M | Avarage Shares Outstanding 28.1 M | Quarterly Volatility 1.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Heritage |
Heritage Stock Ownership Analysis
About 27.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.36. Some equities with similar Price to Book (P/B) outperform the market in the long run. Heritage Insurance Hldgs last dividend was issued on the 13th of June 2022. Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. Heritage Insurance Holdings, Inc. was founded in 2012 and is headquartered in Tampa, Florida. Heritage Insurance operates under InsuranceProperty Casualty classification in the United States and is traded on New York Stock Exchange. It employs 648 people. To learn more about Heritage Insurance Hldgs call Ernie Garateix at 727 362 7200 or check out https://investors.heritagepci.com.Besides selling stocks to institutional investors, Heritage Insurance also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Heritage Insurance's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Heritage Insurance's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Heritage Insurance Quarterly Liabilities And Stockholders Equity |
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Heritage Insurance Insider Trades History
About 27.0% of Heritage Insurance Hldgs are currently held by insiders. Unlike Heritage Insurance's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Heritage Insurance's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Heritage Insurance's insider trades
Heritage Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Heritage Insurance is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Heritage Insurance Hldgs backward and forwards among themselves. Heritage Insurance's institutional investor refers to the entity that pools money to purchase Heritage Insurance's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Connor Clark & Lunn Inv Mgmt Ltd | 2024-06-30 | 318.5 K | Qube Research & Technologies | 2024-06-30 | 301 K | State Street Corp | 2024-06-30 | 291.3 K | Bridgeway Capital Management, Llc | 2024-06-30 | 265 K | Nuveen Asset Management, Llc | 2024-06-30 | 250.5 K | Assenagon Asset Management Sa | 2024-09-30 | 235 K | Cubist Systematic Strategies, Llc | 2024-06-30 | 232.1 K | Millennium Management Llc | 2024-06-30 | 192.3 K | Two Sigma Investments Llc | 2024-06-30 | 191.6 K | Blackrock Inc | 2024-06-30 | 1.8 M | Dimensional Fund Advisors, Inc. | 2024-06-30 | 1.4 M |
Heritage Insurance Hldgs Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Heritage Insurance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Heritage Insurance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Heritage Insurance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Whiting Paul L over three months ago Acquisition by Whiting Paul L of 5000 shares of Heritage Insurance at 7.74 subject to Rule 16b-3 | ||
Richard Widdicombe over three months ago Acquisition by Richard Widdicombe of 12422 shares of Heritage Insurance subject to Rule 16b-3 | ||
Joseph Vattamattam over a year ago Acquisition by Joseph Vattamattam of 9662 shares of Heritage Insurance subject to Rule 16b-3 | ||
Joseph Vattamattam over a year ago Acquisition by Joseph Vattamattam of 7968 shares of Heritage Insurance subject to Rule 16b-3 |
Heritage Insurance Outstanding Bonds
Heritage Insurance issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Heritage Insurance Hldgs uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Heritage bonds can be classified according to their maturity, which is the date when Heritage Insurance Hldgs has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Heritage Insurance Corporate Filings
13A | 24th of October 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
8K | 23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 20th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 8th of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Heritage Insurance Hldgs is a strong investment it is important to analyze Heritage Insurance's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Heritage Insurance's future performance. For an informed investment choice regarding Heritage Stock, refer to the following important reports:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Heritage Insurance Hldgs. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Is Property & Casualty Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Heritage Insurance. If investors know Heritage will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Heritage Insurance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.033 | Earnings Share 2.03 | Revenue Per Share 26.794 | Quarterly Revenue Growth 0.099 | Return On Assets 0.0194 |
The market value of Heritage Insurance Hldgs is measured differently than its book value, which is the value of Heritage that is recorded on the company's balance sheet. Investors also form their own opinion of Heritage Insurance's value that differs from its market value or its book value, called intrinsic value, which is Heritage Insurance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Heritage Insurance's market value can be influenced by many factors that don't directly affect Heritage Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Heritage Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heritage Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Heritage Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.