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HRTG NYSE

Heritage Insurance Holdings, Inc.
1W: -2.0% 1M: +9.0% 3M: +21.5% YTD: +32.9% 1Y: +48.5% 3Y: +563.9% 5Y: +444.3%
$36.21
-0.89 (-2.40%)
 
Weekly Expected Move ±3.2%
$35 $36 $37 $38 $39
NYSE · Financial Services · Insurance - Property & Casualty · Tech Score Strong Buy · Power 75 · $1.1B mcap · 23M float · 1.37% daily turnover · Short 44% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Supply Chain Overview

4 relationships
3
As Filer
counterparties named
1
As Counterparty
mentioned by others
1
Rel. Types
2023-12-19
Earliest Filing
2025-02-28
Latest Filing
investor: 3

Counterparties (Filed by HRTG)

3 relationships

Companies named in HRTG's SEC 8-K filings as business counterparties.

Counterparty Ticker Relationship Summary Filing Date SEC
Raymond T. Hyer — investor Private placement investor purchasing common stock 2023-12-19 View
Ernie Garateix — investor Private placement investor purchasing common stock 2023-12-19 View
Paul L. Whiting — investor Private placement investor purchasing common stock 2023-12-19 View

Mentioned As Counterparty

1 mentions

Other companies that named HRTG in their SEC 8-K filings.

Filed By Relationship Summary Filing Date SEC
SLQT SelectQuote, Inc. partner Publicly traded company that acquired Narragansett Bay Insurance Company 2025-02-28 View
Recent 8-K Filings (20)
Filing Date Description Type SEC
2026-08-05 Earnings Release; Exhibits View
2026-06-11 Shareholder Vote View
2026-05-29 Other Events; Exhibits View
2026-05-07 Earnings Release; Exhibits View
2026-03-09 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2026-02-23 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
2025-11-05 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-09-25 Departure/Election of Directors; Appointment of Officers View
2025-08-05 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-07-24 Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Financial Stateme Agreement View
2025-06-11 Submission of Matters to a Vote of Security Holders; Other Events View
2025-05-08 Other Events; Financial Statements and Exhibits View
2025-05-06 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-03-11 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-01-29 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2024-11-07 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2024-10-23 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2024-08-06 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2024-06-07 Submission of Matters to a Vote of Security Holders View
2024-03-11 Results of Operations and Financial Condition; Financial Statements and Exhibits View
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text. Covers 2021–2026. View on SEC EDGAR

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms