Security Snapshot

Heritage Insurance Holdings, Inc. - Common Stock (HRTG) Institutional Ownership

CUSIP: 42727J102

13F Institutional Holders and Ownership History from Q2 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

186

Shares (Excl. Options)

18,846,138

Price

$26.25

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Type / Class
Equity / Common Stock
Symbol
HRTG on NYSE
Shares outstanding
31,070,396
Price per share
$27.31
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
18,846,138
Total reported value
$495,045,976
% of total 13F portfolios
0%
Share change
-295,304
Value change
-$9,372,613
Number of holders
186
Price from insider filings
$27.31
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • HRTG - Heritage Insurance Holdings, Inc. - Common Stock is tracked under CUSIP 42727J102.
  • 186 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 200 to 186 between Q4 2025 and Q1 2026.
  • Reported value moved from $556,280,909 to $495,045,976.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 186 institutions filings for Q1 2026.

Open SEC Evidence

Security key

42727J102

Latest holder period

Q1 2026

13F holders

186

13D/G owners

2

CIK / CUSIP context first

Open Q1 2026 holders HRTG full holder history Heritage Insurance Holdings, Inc. SEC filings Heritage Insurance Holdings, Inc. company facts Heritage Insurance Holdings, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

Significant Owners of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Hyer Raymond T 7% $49,382,100 2,179,263 Raymond T. Hyer 30 Jun 2025
DIMENSIONAL FUND ADVISORS LP 3.6% -30% $28,999,282 -$510,458 1,542,515 -1.7% Dimensional Fund Advisors LP 31 Mar 2025

As of 31 Mar 2026, 186 institutional investors reported holding 18,846,138 shares of Heritage Insurance Holdings, Inc. - Common Stock (HRTG). This represents 61% of the company’s total 31,070,396 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) together control 43% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7% 2,190,370 -1.1% 0% $57,497,212
DIMENSIONAL FUND ADVISORS LP 4% 1,246,923 +3% 0.01% $32,732,323
VANGUARD CAPITAL MANAGEMENT LLC 3.2% 1,001,243 0% 0% $26,282,629
AMERICAN CENTURY COMPANIES INC 3.2% 988,951 +6.7% 0.01% $25,959,964
VANGUARD PORTFOLIO MANAGEMENT LLC 2.7% 846,693 0% 0% $22,225,691
GEODE CAPITAL MANAGEMENT, LLC 2.4% 738,890 +11% 0% $19,398,850
Connor, Clark & Lunn Investment Management Ltd. 1.8% 550,867 -5.1% 0.03% $14,460,259
STATE STREET CORP 1.7% 525,099 +3.5% 0% $13,783,849
PRUDENTIAL FINANCIAL INC 1.6% 492,092 -41% 0.02% $12,917,415
Assenagon Asset Management S.A. 1.5% 461,844 -0.14% 0.02% $12,123,405
Pacific Ridge Capital Partners, LLC 1.3% 405,860 +9.1% 2.3% $10,653,825
ACADIAN ASSET MANAGEMENT LLC 1.2% 386,624 -18% 0.01% $10,145,000
MARSHALL WACE, LLP 1.2% 374,906 -29% 0.01% $9,841,286
JACOBS LEVY EQUITY MANAGEMENT, INC 1.2% 358,682 +4.3% 0.04% $9,415,402
AQR CAPITAL MANAGEMENT LLC 1.1% 349,249 -16% 0% $9,167,788
GOLDMAN SACHS GROUP INC 1.1% 333,283 +92% 0% $8,748,679
MORGAN STANLEY 0.92% 285,083 +4.6% 0% $7,483,429
TWO SIGMA INVESTMENTS, LP 0.88% 274,542 +229% 0.01% $7,206,728
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.84% 259,973 +4.5% 0.14% $6,824,291
NORTHERN TRUST CORP 0.78% 241,415 +3.9% 0% $6,337,144
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.76% 234,637 -8% 0% $6,159,221
Invesco Ltd. 0.74% 228,720 +195% 0% $6,003,901
Qube Research & Technologies Ltd 0.72% 222,385 -24% 0.01% $5,837,606
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.7% 218,655 +53% 0% $5,739,694
JANE STREET GROUP, LLC 0.67% 208,163 +436% 0.01% $5,464,279

Institutional Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 18,846,138 $495,045,976 -$9,372,613 $26.25 186
2025 Q4 19,030,371 $556,280,909 +$13,031,624 $29.26 200
2025 Q3 18,637,988 $469,083,453 +$8,926,247 $25.18 174
2025 Q2 18,179,083 $453,281,414 +$35,416,281 $24.94 170
2025 Q1 16,859,082 $243,228,146 +$1,058,241 $14.42 132
2024 Q4 16,847,502 $203,825,516 +$7,803,378 $12.10 121
2024 Q3 16,076,986 $196,602,606 +$27,317,901 $12.24 118
2024 Q2 14,688,881 $104,010,075 -$1,718,901 $7.08 103
2024 Q1 14,650,403 $156,033,391 +$15,608,043 $10.65 90
2023 Q4 14,122,554 $92,081,731 +$27,449,021 $6.52 85
2023 Q3 9,781,317 $63,447,343 +$12,513,685 $6.49 81
2023 Q2 8,049,603 $30,996,918 +$2,816,832 $3.85 69
2023 Q1 7,323,738 $22,563,441 -$1,493,484 $3.08 63
2022 Q4 7,991,509 $14,383,590 -$3,055,286 $1.80 47
2022 Q3 9,309,830 $21,041,637 -$4,695,553 $2.26 59
2022 Q2 11,227,268 $29,645,064 -$15,426,206 $2.64 73
2022 Q1 14,690,273 $104,923,869 -$6,618,089 $7.14 91
2021 Q4 15,890,128 $93,417,861 -$7,287,575 $5.88 91
2021 Q3 17,517,194 $119,092,646 -$6,551,716 $6.81 101
2021 Q2 18,723,939 $160,687,505 -$10,683,898 $8.58 104
2021 Q1 19,594,126 $217,100,474 +$7,553,684 $11.08 108
2020 Q4 19,002,276 $192,588,543 -$873,538 $10.13 111
2020 Q3 19,045,733 $192,913,969 +$3,281,413 $10.12 118
2020 Q2 18,915,173 $247,467,300 +$10,988,717 $13.09 116
2020 Q1 18,096,532 $193,831,312 -$14,958,956 $10.71 104
2019 Q4 19,188,760 $254,085,409 -$8,420,831 $13.25 109
2019 Q3 19,663,927 $293,937,676 -$5,564,097 $14.95 104
2019 Q2 20,006,625 $308,300,659 +$14,349,721 $15.41 115
2019 Q1 19,290,838 $281,637,643 -$6,904,689 $14.60 106
2018 Q4 19,748,995 $290,692,888 -$15,784,309 $14.72 98
2018 Q3 20,836,143 $308,694,595 +$3,473,362 $14.82 102
2018 Q2 20,508,606 $341,883,053 -$8,508,850 $16.67 115
2018 Q1 21,164,889 $320,971,855 -$14,776,761 $15.16 114
2017 Q4 22,004,077 $396,523,452 +$42,667,391 $18.02 110
2017 Q3 19,336,497 $255,395,442 +$21,586,708 $13.21 90
2017 Q2 17,809,444 $231,888,160 +$10,009,608 $13.02 98
2017 Q1 17,055,089 $217,788,918 +$31,311,945 $12.77 104
2016 Q4 16,550,256 $259,338,506 +$11,952,302 $15.67 113
2016 Q3 15,864,429 $228,609,261 +$534,499 $14.41 113
2016 Q2 16,013,073 $191,675,670 -$8,903,609 $11.97 117
2016 Q1 16,295,373 $260,202,758 +$19,106,424 $15.97 118
2015 Q4 14,723,558 $320,369,163 +$4,162,778 $21.82 121
2015 Q3 14,517,999 $286,418,399 +$56,532,328 $19.73 102
2015 Q2 11,490,196 $264,064,370 +$79,293,762 $22.99 111
2015 Q1 8,059,807 $177,397,977 +$40,223,813 $22.01 79
2014 Q4 6,232,513 $121,100,307 +$16,987,966 $19.43 51
2014 Q3 5,211,025 $78,478,668 -$3,751,317 $15.06 50
2014 Q2 5,457,806 $83,013,658 +$83,004,658 $15.21 43
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