Companies / Heritage Insurance Holdings, Inc.
Heritage Insurance Holdings, Inc.
NYSE: HRTGCIK 1598665TAMPA, FL
Insider flow · last 90 daysNet buys $376.9K
Financials · FY2025
Ownership
29.7M shares outstanding · as of Aug 2, 2026
Ownership
| Insiders | 7.13% | 2,119,728 |
| Institutions | 64.16% | 19,074,924 |
| Public float | 28.72% | 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
View all →| Insider | % of shares | Shares |
|---|---|---|
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
View all →| Holder | Value | % of shares |
|---|---|---|
| $60.84M | 7.85% | |
| $55.04M | 6.33% | |
| $35.41M | 4.07% | |
| $27.12M | 3.12% | |
| $19.40M | 2.49% | |
| $16.98M | 1.95% | |
| $14.71M | 1.90% | |
| $13.53M | 1.56% | |
| $12.92M | 1.66% | |
| $10.88M | 1.25% |
Activity
Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Prudential Financial Inc 13F manager | Trim | Common stock | $-9.00M | -343K -41.06% | 492,092 1.66% of shares | medium |
| Q1 2026 as of | Two Sigma Investments, LP 13F manager | Add | Common stock | $5.02M | +191K +229.47% | 274,542 0.92% of shares | medium |
| Q1 2026 as of | Marshall Wace, LLP 13F manager | Trim | Common stock | $-4.01M | -153K -28.92% | 374,906 1.26% of shares | low |
| Q2 2026 as of | BlackRock, Inc. 13F manager | Add | Common stock | $3.11M | +119K +5.38% | 2,332,889 7.85% of shares | low |
| Q1 2026 as of | Principal Financial Group Inc 13F manager | Exit | Common stock | $-2.96M | -101K -100.00% | 0 | low |
| Q1 2026 as of | Denali Advisors LLC 13F manager | Exit | Common stock | $-2.49M | -85K -100.00% | 0 | low |
| Q1 2026 as of | Arrowstreet Capital, Limited Partnership 13F manager | Add | Common stock | $1.98M | +75K +52.57% | 218,655 0.74% of shares | low |
| Q1 2026 as of | Geode Capital Management, LLC 13F manager | Add | Common stock | $1.92M | +73K +10.96% | 738,890 2.49% of shares | low |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| Vanguard Group Inc | Passive13G/A | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| HRTG | — | 42727J102 |