Heritage Insurance Holdings

HRTG · NYSE

$36.98+$1.05 (+2.92%)TodayMarket closed ·
Prev close $35.93

Who owns HRTG

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 38.2% of HRTG’s shares.

  • Hyer (Raymond T)7.2%
  • BlackRock Institutional Trust Company, N.A.6.4%
  • Dimensional Fund Advisors, L.P.4.3%
  • American Century Investment Management, Inc.3.5%
  • Next 6 largest institutions16.7%
  • All other shareholders61.8%
Top institutional holders of HRTG
HolderShares% of shares
Hyer (Raymond T)2.18M7.18%
BlackRock Institutional Trust Company, N.A.1.95M6.43%
Dimensional Fund Advisors, L.P.1.31M4.32%
American Century Investment Management, Inc.1.07M3.52%
Garateix (Ernie J)1.04M3.43%
Vanguard Capital Management, LLC1.01M3.34%
Vanguard Portfolio Management, LLC949.09K3.13%
Berset (Mark S)761.48K2.51%
Geode Capital Management, L.L.C.749.88K2.47%
State Street Investment Management (US)564.01K1.86%

Largest mutual fund holders

Top mutual fund holders of HRTG
HolderShares% of shares
Avantis US Small Cap Value ETF965.57K3.18%
Vanguard Total Stock Market Index Fund730.40K2.41%
iShares Russell 2000 ETF659.46K2.17%
Fidelity Small Cap Index Fund268.82K0.89%
Vanguard Extended Market Index Fund260.33K0.86%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders bought $376.95K (2 trades) and sold $3.49M (15 trades) of HRTG on the open market.

Latest HRTG insider transactions
InsiderTypeSharesValue
JOHNS TIMOTHY ESale3.50K$121.58K
Garateix Ernie JSale2.50K$88.14K
Binnun SharonSale6.57K$222.00K
Garateix Ernie JSale2.50K$87.75K
Binnun SharonSale9.20K$311.99K
Garateix Ernie JSale10.00K$348.75K
JOHNS TIMOTHY ESale3.50K$117.86K
Garateix Ernie JSale5.00K$172.72K
Lusk KirkSale10.00K$341.59K
Garateix Ernie JSale5.00K$171.55K

Short interest

Settled Sep 30, 2026

Shares short
786.06K
Days to cover
2.39
% of shares outstanding
2.59%
Average daily volume
328.90K
Change since last report
−7.8%

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