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US Stock Details

Get in-depth insights on US stocks, including fundamentals, financials, shareholding, peer comparison, and performance. Track key metrics, price trends, and market sentiment for informed decisions. Stay ahead with expert analysis and data-driven strategies at Motilal Oswal.

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HERITAGE INSURANCE HOLDINGS

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$28.15 -0.0018(-0.18%) HRTG at 04 Dec 2025 04:34 PM Insurance - Property & Casualty
Lowest Today 27.26
Highest Today 28.5
Today’s Open 28.5
Prev. Close 28.2
52 Week High 31.98
52 Week Low 9.89
Day’s Range: Low 27.26 High 28.5
52-Week Range: Low 9.89 High 31.98
1 day return -
1 Week return -2.99
1 month return +17.78
3 month return +15.16
6 month return +17.12
1 year return +121.71
3 year return +1557.64
5 year return +162.38
10 year return -

Institutional Holdings

BlackRock Inc 6.02

Vanguard Group Inc 4.88

Dimensional Fund Advisors, Inc. 4.58

Marshall Wace Asset Management Ltd 3.04

American Century Companies Inc 2.57

Vanguard Total Stock Mkt Idx Inv 2.33

Avantis US Small Cap Value ETF 2.20

Connor Clark & Lunn Inv Mgmt Ltd 2.09

iShares Russell 2000 ETF 1.76

Arrowstreet Capital Limited Partnership 1.70

Geode Capital Management, LLC 1.67

Jacobs Levy Equity Management, Inc. 1.50

State Street Corp 1.46

Citadel Advisors Llc 1.46

Amvescap Plc. 1.33

AQR Capital Management LLC 1.24

Prudential Financial Inc 1.24

Renaissance Technologies Corp 1.20

Pacific Ridge Capital Partners, LLC 1.16

Morgan Stanley - Brokerage Accounts 1.12

Invesco Dorsey Wright SmallCap Momt ETF 1.10

Bridgeway Capital Management, LLC 0.90

UBS Group AG 0.78

Ameriprise Financial Inc 0.77

Vanguard Institutional Extnd Mkt Idx Tr 0.77

Fidelity Small Cap Index 0.72

DFA US Targeted Value I 0.63

Dimensional US Targeted Value ETF 0.63

DFA US Small Cap Value I 0.59

US Equity Small Cap Corporate Cl OF 0.56

iShares Russell 2000 Growth ETF 0.51

US Equity Small Cap Pool A 0.50

Adara Smaller Companies 0.47

EA Bridgeway Omni Small-Cap Value ETF 0.46

DFA US Small Cap I 0.42

Multi-Manager Small Cap Eq Strat Inst 0.42

DFA US Micro Cap I 0.40

Fidelity Extended Market Index 0.39

Vanguard Russell 2000 ETF 0.34

Dimensional US Small Cap ETF 0.33

Market Status

Strong Buy: 1

Buy: 1

Hold: 1

Sell: 0

Strong Sell: 0

Fundamentals

Market Cap 874.70 M

PB Ratio 2.0197

PE Ratio 5.9119

Enterprise Value 424.37 M

Total Assets 2468.92 M

Volume 440213

Company Financials

Annual Revenue FY23:737734000 737.7M, FY22:662460000 662.5M, FY21:631561000 631.6M, FY20:593385000 593.4M, FY19:511305000 511.3M

Annual Profit FY23:735498000 735.5M, FY22:662460000 662.5M, FY21:631561000 631.6M, FY20:593385000 593.4M, FY19:511305000 511.3M

Annual Net worth FY23:45307000 45.3M, FY22:-154363000 -154.4M, FY21:-74727000 -74.7M, FY20:9326000 9.3M, FY19:28636000 28.6M

Quarterly Revenue Q3/2025:212460000 212.5M, Q2/2025:208035000 208.0M, Q1/2025:211520000 211.5M, Q3/2024:211849000 211.8M, Q2/2024:203571000 203.6M

Quarterly Profit Q3/2025:92512000 92.5M, Q2/2025:89269000 89.3M, Q1/2025:66298000 66.3M, Q3/2024:211849000 211.8M, Q2/2024:203571000 203.6M

Quarterly Net worth Q3/2025:50421000 50.4M, Q2/2025:48024000 48.0M, Q1/2025:30474000 30.5M, Q3/2024:8151999 8.2M, Q2/2024:18869000 18.9M

Fund house & investment objective

Company Information Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. It offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; and commercial residential property insurance in Florida, New Jersey, and New York. The company also provides homeowners insurance, condo insurance, dwelling fire, equipment coverage, and artisan contractor program. It offers insurance products through a network of independent agents. The company was founded in 2012 and is headquartered in Tampa, Florida.

Organisation Insurance - Property & Casualty

Employees 540

Industry Insurance - Property & Casualty

CEO Mr. Ernesto Jose Garateix CPCU

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Disclaimer: These services are not for exchange traded products. The securities quoted are exemplary and not recommendatory. Please be informed that US Stocks are not exchange traded funds in India and Motilal Oswal Financial Services acts in the capacity of facilitator of this product. All disputes with respect to the transaction facilitation services, would not have access to Indian Exchange investor redressal forum or Arbitration mechanism in India. T&C apply*

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