Companies / Heritage Insurance Holdings, Inc.

Heritage Insurance Holdings, Inc.

NYSE: HRTGCIK 1598665TAMPA, FL
Insider flow · last 90 daysNet buys $376.9K

Financials · FY2025

Revenue$847.33M
Net income$195.59M
Total debt$71.29M
Cash$587.60M
Diluted EPS$6.32
Shares outstanding29.7M

Ownership

29.7M shares outstanding · as of Aug 2, 2026
7.1%Insiders
Ownership
Insiders7.13%2,119,728
Institutions64.16%19,074,924
Public float28.72%8,537,764

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 7

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Insider% of sharesShares
Garateix Ernie JCEOChief Executive Officer · Director
3.60%1,069,289
Lusk KirkChief Financial Officer
1.69%502,522
Widdicombe Richard aDirector
1.52%451,750
Moura TimothyFormerSee Remarks
0.71%210,535
Binnun SharonFormerChief Accounting Officer
0.48%142,388
Whiting Paul LDirector
0.32%96,167
Johns Timothy EFormerSee Remarks
0.10%28,938

Institutional holders 202

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HolderValue% of shares
BlackRock, Inc.$60.84M7.85%
Vanguard Group Inc$55.04M6.33%
Dimensional Fund Advisors LP$35.41M4.07%
American Century Companies Inc$27.12M3.12%
Geode Capital Management, LLC$19.40M2.49%
Connor, Clark & Lunn Investment Management Ltd.$16.98M1.95%
State Street Corporation$14.71M1.90%
Assenagon Asset Management S.A.$13.53M1.56%
Prudential Financial Inc$12.92M1.66%
Pacific Ridge Capital Partners, LLC$10.88M1.25%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Mar 12, 2026Garateix Ernie J
CEO
OtherCommon Stock$4.21M-150K
-12.19%
1,077,623
3.62% of shares
low
Mar 12, 2026Lusk Kirk
Executive
OtherCommon Stock$2.04M-73K
-12.62%
502,522
1.69% of shares
low
Mar 12, 2026Moura Timothy
Executive
OtherCommon Stock$1.34M-48K
-16.56%
239,668
0.81% of shares
low
Mar 12, 2026Binnun Sharon
Executive
OtherCommon Stock$1.02M-36K
-19.44%
150,281
0.51% of shares
low
Mar 19, 2026Moura Timothy
Executive
SellCommon Stock$750.8K-28K
-11.78%
211,445
0.71% of shares
medium
May 19, 2026Whiting Paul L
Director
BuyCommon Stock$352.5K+15K
+17.22%
102,126
0.34% of shares
medium
Mar 12, 2026Johns Timothy E
Executive
OtherCommon Stock$297.9K-11K
-26.79%
28,938
0.10% of shares
low
Mar 17, 2026Binnun Sharon
Executive
SellCommon Stock$223.8K-8K
-5.25%
142,388
0.48% of shares
medium

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
HRTG——42727J102—