Heritage Insurance (HRTG)
Writes residential property coverage through a vertically integrated multi-carrier platform.
$34.06
vs last close−0.09 (−0.28%)
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13F · 13D/G · Form 4
| Institutions | 62.31% | 18.91M shares | |
|---|---|---|---|
| 195 holders · as of Jun 30, 2026 | |||
| Insiders | 17.42% | 5.29M shares | |
| 14 holders · as of Sep 11, 2026 | |||
| Other | 20.27% | 6.15M shares | |
| remainder | |||
30.35M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
13F, as of Jun 30, 2026
195 holders · 18.91M shares · 34 new positions · 106 increased · 66 reduced · 34 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.33M | 7.69% | +142.5K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.31M | 4.32% | +63.7K | Aug 11, 2026 |
| American Century Companies Inc | 1.07M | 3.52% | +78.0K | Aug 12, 2026 |
| Vanguard Capital Management LLC | 1.01M | 3.34% | +12.4K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 949.1K | 3.13% | +102.4K | Aug 13, 2026 |
| Geode Capital Management, LLC | 749.9K | 2.47% | +11.0K | Aug 12, 2026 |
| State Street Corp | 564.0K | 1.86% | +38.9K | Aug 7, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 553.6K | 1.82% | +2.7K | Aug 13, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Raymond T. Hyer | 7.03% | 2.18M | 13G | Aug 4, 2025 |
| BlackRock, Inc. | 6.30% | 1.92M | Nov 8, 2024 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 14, 2026 | Ernie J. Garateixdirector, officer: Chief Executive Officer | Sale | 2,500 | $35.25 | 1,035,955 |
| Sep 9, 2026 | Sharon Binnunofficer: Chief Accounting Officer | Sale | 6,565 | $33.82 | 80,623 |
| Sep 3, 2026 | Ernie J. Garateixdirector, officer: Chief Executive Officer | Sale | 2,500 | $35.10 | 1,038,455 |
| Sep 1, 2026 | Sharon Binnunofficer: Chief Accounting Officer | Sale | 9,200 | $33.91 | 87,188 |
| Aug 24, 2026 | Ernie J. Garateixdirector, officer: Chief Executive Officer | Sale | 10,000 | $34.88 | 1,040,955 |
| Aug 19, 2026 | Timothy E. Johnsofficer: See Remarks | Sale | 3,500 | $33.68 | 25,438 |
| Aug 17, 2026 | Kirk Luskofficer: Chief Financial Officer | Sale | 10,000 | $34.16 | 492,522 |
| Aug 18, 2026 | Ernie J. Garateixdirector, officer: Chief Executive Officer | Sale | 5,000 | $34.55 | 1,050,955 |
| Aug 17, 2026 | Ernie J. Garateixdirector, officer: Chief Executive Officer | Sale | 5,000 | $34.31 | 1,055,955 |
| Aug 10, 2026 | Timothy Mouraofficer: See Remarks | Sale | 15,104 | $32.49 | 144,941 |
House and Senate disclosures
Not reported.