Heritage Insurance Holdings, Inc.

Heritage Insurance Holdings, Inc.

Heritage Insurance Holdings, Inc.

Date Founded



2600 McCormick Drive Suite 300 Clearwater FL 33759

Type of Company


Employees (Worldwide)



Insurance: Property & Casualty
Holding Companies

Company Description

Heritage Insurance Holdings, Inc. engages in the provision of personal and residential premium, property, and casualty insurance policies. It offers personal residential insurance for single-family homeowners and condominium owners, rental property insurance, and commercial residential insurance. The company was founded in August 2012 and is headquartered in Clearwater, FL.

Contact Data
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Executives & Employees

Chief Executive Officer & Director

Chief Financial Officer & Treasurer

Chief Accounting Officer


Director, Risk Management

Investor Relations Director

Executive Vice President & Director of Investor Relations

Vice President

Commercial Marketing Manager

Board of Directors

President & Owner at FlameStone American Grill

Former Chief Financial Officer at People's Trust Insurance Company

Chairman, Managing Director & Founder at Atlantic Super Market SA

Chief Executive Officer & Director at Heritage Insurance Holdings, Inc.

Chief Executive Officer at Strategic Agency Network of Florida

Chief Operating & Financial Officer at Megastar Advisors LLC

Founder at Alliance Holdings, Inc.

Co-Founder at Healthmap Solutions, Inc.

Chairman & Managing Director at Control Touch Electronics Poona Pvt Ltd.

Paths to Heritage Insurance Holdings, Inc.
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Heritage Insurance Holdings, Inc.
Owners & Shareholders
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Rutabaga Capital Management (RCM) provides investment advice primarily related to common stock of companies with micro and small market capitalizations. They define companies that have micro capitalizations to have a market capitalization less than $300 million. They define companies that have small capitalizations to have a market capitalization between $300 million and $1.5 billion. RCM invests primarily in common stock equity securities issued by US issuers. Portfolios are relatively fully invested at all times. Virtually all of the same securities are held across all institutional accounts within the respective strategies, micro-cap and small-cap. RCM utilizes a fundamental, bottom-up company-specific approach that emphasizes identifying companies with strong market shares (usually #1 or #2 in their markets).

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Phocas Financial Corp. is an emerging institutional asset manager that specializes in Small-Cap Value, Equity Income and REITs. The firm seeks to generate superior long-term returns with low turnover and moderate risk. They employ bottom-up research to evaluate individual companies' intrinsic value.

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Mesirow Financial is an independent diversified financial services firm. We aim to understand, anticipate and meet our clients' financial needs with a multitude of high-quality products and services. With headquarters in Chicago, and locations across the globe, we are made up of approximately 1,200 employees, of which 25% have ownership in the firm. For the past seven decades our firm has remained committed to the distinguishing characteristics and core values upon which it was founded

Recent Transactions
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Heritage Insurance Holdings, Inc. raised money in a private placement transaction

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Heritage Insurance Holdings, Inc. purchases NBIC Holdings, Inc. from Pine Brook Road Partners LLC

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Heritage Insurance Holdings, Inc. purchases Zephyr Acquisition Co.

Transaction Advisors

Advised onHeritage Insurance Holdings, Inc. issued USD Common Stock

Investment Advisor

Advised onHeritage Insurance Holdings, Inc. purchases NBIC Holdings, Inc. from Pine Brook Road Partners LLC

Escrow Agent

Advised onHeritage Insurance Holdings, Inc. issued USD Common Stock


Advised onHeritage Insurance Holdings, Inc. issued USD Common Stock

Co-Chair, Insurance Regulatory & Transactions Practice

Advised onHeritage Insurance Holdings, Inc. purchases NBIC Holdings, Inc. from Pine Brook Road Partners LLC


Advised onHeritage Insurance Holdings, Inc. issued USD Common Stock

Advisors & Consultants

Former Chairman & Chief Executive Officer at Heritage Insurance Holdings, Inc.


Former Chief Financial Officer at Heritage Insurance Holdings, Inc.


Principal, Investment Banking at Sandler O'Neill & Partners LP

Key Stats and Financials As of 2019
Market Capitalization
Total Enterprise Value
Earnings Per Share
Net Profit
Total Debt
Total Equity
Enterprise Value / Sales
TEVNet Income
Debt TEV
Three Year Compounded Annual Growth Rate Of Revenue
Markel Corp. Accounting & Financial Services | Glen Allen, Virginia

Markel Corporation (MKL-NYSE) is a diverse financial holding company serving a variety of niche markets. Our principal business markets and underwrites specialty insurance products. In each of our businesses, we seek to provide quality products and excellent customer service so that we can be a market leader. Our financial goals are to earn consistent underwriting and operating profits and superior investment returns to build shareholder value. To reach our financial and operational goals, we must have extensive knowledge and expertise in our chosen markets. By focusing on the distinctive risk characteristics of our insureds, we have been able to identify a variety of niche markets where we can add value with our specialty product offerings. Examples of niche markets that we have targeted include: wind and earthquake exposed commercial properties, liability coverage for highly specialized professionals, horse mortality and other horse related risks, personal watercrafts, high-valued motorcycles, aviation and energy related activities. Our market strategy in each of these areas of specialization is tailored to the unique nature of the risk, coverage and services required by insureds. In each of our niche markets, we assign teams of experienced underwriters and claims specialists who can provide a full range of insurance services. By focusing on market niches where we have underwriting expertise, we seek to earn consistent underwriting profits. Underwriting profits are a key component of our strategy. We believe that the ability to achieve consistent underwriting profits demonstrates knowledge and expertise, commitment to superior customer service and the ability to manage insurance risk.

Fairfax Financial Holdings Ltd. Private Equity & Venture Capital | Toronto, Can

Fairfax Financial Holdings Limited is a holding company whose corporate objective is to achieve a high rate of return on invested capital and build long term shareholder value. The company has been under present management since September 1985.

Allianz SE Insurance: Property & Casualty | Munich, Germany

since 1896. We offer world class expertise across a wide range of financial services, from active asset management to insurance for the majority of Hollywood films to innovative solutions to help grow and protect income in retirement. As a leading global financial services company with more than 150,000 employees in 70 countries, we're proud to make a difference in the lives of our more than 78 million clients worldwide each day.

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