Security key
42727J102
Heritage Insurance Holdings, Inc. - Common Stock (HRTG)
CUSIP: 42727J102
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 453,909
- Total 13F value
- $11,861,268
- Share change
- -193,925
- SEC-reported price per share
- $26.08
- Number of holders
- 12
- Value change
- -$5,058,068
- Number of buys
- 6
- Number of sells
- 7
- Shares outstanding
- 31,070,396
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
12
Top holders
10
HRTG full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
Heritage Insurance Holdings, Inc. SEC filings
Heritage Insurance Holdings, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42727J102
Recent filing periods:
Ownership snapshot
Top reported holders of HRTG - Heritage Insurance Holdings, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Raymond T. Hyer
Disclosed value leader
BlackRock, Inc.
Comparable rows
15/15
Latest evidence
10 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 7%
13D/G row: Raymond T. Hyer
Showing 1-6 of 15 holder rows.
Quick read
Raymond T. Hyer leads the comparable SEC ownership view at 7%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Raymond T. Hyer's linked filing trail.
Comparable ownership
Top 5
Raymond T. Hyer
7%
DIMENSIONAL FUND ADVISORS LP
3.6%
Ernie J. Garateix
3.4%
Kirk Lusk
1.6%
Richard A. Widdicombe
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Raymond T. Hyer |
13D/G
3/4/5
10%+ Owner
|
7%
|
$49,382,100
2,179,263 shares
|
$0 | 30 Jun 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
Company
|
3.6%
from 13D/G
|
$32,732,323
1,246,923 shares
|
— | 31 Mar 2026 |
| Ernie J. Garateix |
3/4/5
Chief Executive Officer, Director
|
3.4%
|
$30,134,517
1,060,955 shares
|
-$3,386,779 | 20 Apr 2026 |
| Kirk Lusk |
3/4/5
Chief Financial Officer
|
1.6%
|
$13,527,892
502,522 shares
|
-$1,693,225 | 12 Mar 2026 |
| Richard A. Widdicombe |
3/4/5
Director, Chairman
|
1.5%
|
$11,858,437
451,750 shares
|
-$6,611,053 | 10 Jun 2026 |
| Mark S. Berset |
3/4/5
Director
|
1.2%
|
$9,353,588
360,169 shares
|
— | 10 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
12
Shares
453,909
Rows available
12
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
188
Q2 2026 holders
12
Holder diff
-176
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend