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

Historical Holders from Q2 2014 to Q3 2025

Symbol
HRTG on NYSE
Type / Class
Equity / Common Stock
Shares outstanding
31,070,396
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
18,588,467
Holdings value
$467,836,514
% of all portfolios
0%
Number of holders
173
Number of buys
101
Number of sells
-78
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Heritage Insurance Holdings, Inc. - Common Stock (HRTG)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Hyer Raymond T 7.03% $49,382,100 2,179,263 Raymond T. Hyer 30 Jun 2025
VANGUARD GROUP INC 5.3% $41,465,016 1,646,731 The Vanguard Group 30 Sep 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

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 18,588,467 $467,836,514 +$8,796,973 $25.18 173
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 $12.1 121
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 $1.8 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 $14.6 106
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