Heritage Insurance Holdings, Inc. (HRTG) Institutional Ownership & Insider Trading
188 institutions reported holding Heritage Insurance Holdings, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 57 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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- Market cap
- 1.1B
- P/E TTM
- 5.2
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 28 Oct, in 4 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters188 institutions held 63.9% of the shares. Across filers that reported both quarters, shares held changed +0.5%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 188 | 19 | +0.5% | 68 | 28 | 59 | 29 |
| Mar 26 | 187 | 19 | -1.6% | 61 | 19 | 60 | 30 |
| Dec 25 | 199 | 19 | +1.7% | 76 | 39 | 50 | 17 |
| Sep 25 | 174 | 19 | +2.3% | 66 | 25 | 49 | 22 |
| Jun 25 | 171 | 18 | +7.2% | 54 | 50 | 43 | 9 |
| Mar 25 | 132 | 17 | -0.1% | 40 | 23 | 44 | 10 |
| Dec 24 | 121 | 17 | +3.1% | 41 | 27 | 29 | 23 |
| Sep 24 | 119 | 16 | +7.9% | 42 | 35 | 21 | 20 |
Heritage Insurance Holdings, Inc. — questions
- Who owns Heritage Insurance Holdings, Inc. stock?
- 188 institutions reported Heritage Insurance Holdings, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (7.8%), DIMENSIONAL FUND ADVISORS LP (4.4%), AMERICAN CENTURY COMPANIES INC (3.6%).
- Are Heritage Insurance Holdings, Inc. insiders buying or selling?
- 57 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from Heritage Insurance Holdings, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.