Public Employees Retirement System of Ohio Purchases Shares of 35,149 Heritage Insurance Holdings, Inc. $HRTG

Posted by George Bondi on Sep 10th, 2026

Public Employees Retirement System of Ohio acquired a new position in shares of Heritage Insurance Holdings, Inc. (NYSE:HRTG – Free Report) in the second quarter, HoldingsChannel.com reports. The firm acquired 35,149 shares of the insurance provider’s stock, valued at approximately $917,000.

Several other institutional investors and hedge funds have also recently modified their holdings of HRTG. Advisory Services Network LLC acquired a new position in shares of Heritage Insurance in the third quarter valued at $25,000. Mcguire Capital Advisors Inc. acquired a new stake in shares of Heritage Insurance during the 4th quarter worth about $31,000. Royal Bank of Canada lifted its stake in shares of Heritage Insurance by 72.6% during the 4th quarter. Royal Bank of Canada now owns 1,182 shares of the insurance provider’s stock worth $35,000 after buying an additional 497 shares during the last quarter. Optiver Holding B.V. boosted its holdings in shares of Heritage Insurance by 510.0% during the 1st quarter. Optiver Holding B.V. now owns 1,403 shares of the insurance provider’s stock worth $37,000 after buying an additional 1,173 shares during the period. Finally, Pinnacle Holdings LLC bought a new stake in shares of Heritage Insurance during the 2nd quarter worth about $48,000. 59.03% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have weighed in on HRTG shares. Weiss Ratings raised shares of Heritage Insurance from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday. Wall Street Zen upgraded Heritage Insurance from a “hold” rating to a “buy” rating in a report on Saturday, August 15th. Zacks Research raised Heritage Insurance from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, August 12th. Truist Financial increased their target price on Heritage Insurance from $36.00 to $42.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Finally, Piper Sandler boosted their price target on Heritage Insurance from $27.00 to $31.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Heritage Insurance has an average rating of “Buy” and an average target price of $36.50.

View Our Latest Research Report on HRTG

Heritage Insurance Stock Down 1.1%

NYSE HRTG opened at $34.08 on Thursday. The company has a current ratio of 0.83, a quick ratio of 0.83 and a debt-to-equity ratio of 0.13. Heritage Insurance Holdings, Inc. has a 1-year low of $20.48 and a 1-year high of $36.50. The company has a 50 day moving average of $30.89 and a 200-day moving average of $27.39. The company has a market cap of $1.01 billion, a price-to-earnings ratio of 4.85 and a beta of 0.92.

Heritage Insurance (NYSE:HRTG – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The insurance provider reported $2.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.25 by $0.80. Heritage Insurance had a return on equity of 42.41% and a net margin of 25.19%.The business had revenue of $214.19 million for the quarter, compared to the consensus estimate of $212.71 million. On average, equities research analysts expect that Heritage Insurance Holdings, Inc. will post 5.5 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Timothy Moura sold 15,104 shares of the firm’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $32.49, for a total value of $490,728.96. Following the transaction, the insider owned 144,941 shares in the company, valued at approximately $4,709,133.09. This trade represents a 9.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Kirk Lusk sold 10,000 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $34.16, for a total value of $341,600.00. Following the completion of the transaction, the chief financial officer directly owned 492,522 shares of the company’s stock, valued at approximately $16,824,551.52. This trade represents a 1.99% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 82,904 shares of company stock worth $2,615,205. 9.20% of the stock is owned by insiders.

About Heritage Insurance

(Free Report)

Heritage Insurance Holdings, Inc (NYSE: HRTG) is a property and casualty insurance holding company that offers homeowners insurance and related coverage products in the United States. Through its primary subsidiary, Heritage Property & Casualty Insurance Company, the firm underwrites standard and non-standard personal lines insurance, including homeowners, dwelling fire, flood, and condominium policies. Heritage leverages a network of independent insurance agents to distribute its products across select regional markets, with an emphasis on serving property owners in areas prone to severe weather events.

Founded in 2011 and headquartered in Jupiter, Florida, Heritage Insurance has grown to become one of the leading providers of residential property insurance in the state.