Heritage Insurance Ownership

HRTG -  USA Stock  

USD 6.89  0.04  0.58%

Some institutional investors establish a significant position in stocks such as Heritage Insurance in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Heritage Insurance, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Please check Risk vs Return Analysis.

Heritage Ownership Allocation 

 
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As of October 18, 2021, Payment of Dividends and Other Cash Distributions is expected to decline to about (7.4 M). In addition to that, Dividend Yield is expected to decline to 0.0212. Heritage Insurance Weighted Average Shares Diluted is projected to increase significantly based on the last few years of reporting. The past year's Weighted Average Shares Diluted was at 27.99 Million.
Heritage Insurance secures a total of 27.97 Million outstanding shares. The majority of Heritage Insurance outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Heritage Insurance to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Heritage Insurance Holdings. Please pay attention to any change in the institutional holdings of Heritage Insurance as this could imply that something significant has changed or about to change at the company. Remember, it does not matter who owns the company or if the company is currently losing money. If the true value of the company is more than the market pays for it currently, you can still have a good investment opportunity.
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 Stock Ownership Analysis

About 77.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.45. Some equities with similar Price to Book (P/B) outperform the market in the long run. Heritage Insurance recorded a loss per share of 0.14. The entity next dividend is scheduled to be issued on the 14th of June 2021. Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company was founded in 2012 and is headquartered in Clearwater, Florida. Heritage Insurance operates under InsuranceProperty Casualty classification in the United States and is traded on New York Stock Exchange. It employs 641 people. To learn more about Heritage Insurance Holdings call Ernie Garateix at 727 362-7200 or check out www.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 Share Based Compensation

287,000Share
About 11.0% of Heritage Insurance Holdings 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%.

Heritage Insurance SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Heritage Insurance prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Heritage Insurance investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Heritage Insurance specific information freely available to individual and institutional investors to make a timely investment decision.
5th of August 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
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1st of June 2021
Submission of Matters to a Vote of Security Holders
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12th of February 2021
Unclassified Corporate Event
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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 Holdings 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.
Security TypeSharesValue
Foundry Partners LlcCommon Shares102.2 K696 K
Berman Capital Advisors LlcCommon Shares878K
Blackrock IncCommon Shares2.6 M22 M
Dimensional Fund Advisors LpCommon Shares1.5 M12.7 M
Vanguard Group IncCommon Shares1.3 M10.9 M
Citadel Advisors LlcDebt10.7 M10.2 M
Royce Associates LpCommon Shares1.1 M9.3 M
Ameriprise Financial IncCommon Shares789.8 K6.8 M
Note, although Heritage Insurance's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Heritage Insurance 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.

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Our tools can tell you how much better you can do entering a position in Heritage Insurance without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please check Risk vs Return Analysis. Note that the Heritage Insurance information on this page should be used as a complementary analysis to other Heritage Insurance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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When running Heritage Insurance price analysis, check to measure Heritage Insurance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heritage Insurance is operating at the current time. Most of Heritage Insurance's value examination focuses on studying past and present price action to predict the probability of Heritage Insurance's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Heritage Insurance's price. Additionally, you may evaluate how the addition of Heritage Insurance to your portfolios can decrease your overall portfolio volatility.
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The market value of Heritage Insurance 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 underlying business (such as 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 Heritage Insurance value 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.