Lumida
/HRTG
⌘K
Heritage Insurance Holdings Inc

Heritage Insurance Holdings Inc

HRTG
$34.58USD+0.14%+0.05 today

MARKET CAP

1.0B

P/E (TTM)

5.5x

FWD P/E

DAY RANGE

$34 – $35

52W RANGE

$20
$37

AI Summary

Stalk
Buy NowMedium

HRTG is in a Stage 2 uptrend supported by the Devil’s Bargain continuation pattern, with price tightly consolidating above rising short-term EMAs. Despite overbought conditions, no exhaustion signals are visible, and pullbacks remain shallow and well-supported. The tradable side remains bullish, and current price action favors immediate participation on continuation or shallow retracements into the 9/21 EMA.

  • Q2 net income of $61.7 M (+28.5% YoY) with EPS $2.05 (+32.3%).
  • New business production jumped 46% YoY, fueling premium growth.
  • Current price $32.74 exceeds estimated $31.50 fair value.
Full analysis →

Buying

8

institutions

Selling

5

institutions

New Positions

2

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY2.33 M60.84 M+142.52 K+5.8%0.00%
AC

Aqr Capital Management LLC

Q2 2026

BUY365.88 K9.54 M+16.63 K+4.1%0.00%
CA

Citadel Advisors LLC

Q2 2026

BUY310.55 K8.10 M+105.52 K+50.5%0.00%
MM

Millennium Management LLC

Q2 2026

BUY247.59 K6.46 M+157.07 K+171.7%0.00%
PA

Point72 Asset Management, L.P.

Q2 2026

BUYNEW130.49 K3.40 M+130.49 K+0.0%0.00%
RT

Renaissance Technologies LLC

Q2 2026

SELL128.63 K3.35 M+-43.90 K-25.9%0.00%
BA

Balyasny Asset Management L.P.

Q2 2026

BUYNEW95.99 K2.50 M+95.99 K+0.0%0.00%
JC

Jpmorgan Chase & Co

Q2 2026

SELL76.85 K2.02 M+-4.04 K-4.8%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

BUY46.69 K1.22 M+32.38 K+224.3%0.01%
JH

Janus Henderson Group Plc

Q1 2026

BUY24.20 K635.49 K+12.10 K+79.8%0.00%
MG

Man Group Plc

Q2 2026

SELL23.60 K615.59 K+-13.00-0.7%0.00%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL187.004.88 K+-211.00-53.3%0.00%
GM

Grantham, Mayo, Van Otterloo & Co. LLC

Q2 2026

SELL0.000.00+-12.34 K-100.0%0.00%