Heritage Insurance Ownership | Who Owns Heritage Insurance?

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Heritage Insurance Ownership Summary

Heritage Insurance is owned by 59.87% institutional investors, 19.72% insiders, and 20.41% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.09% of HRTG shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.98% of its assets in Heritage Insurance shares.

HRTG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heritage Insurance	59.87%	19.72%	20.41%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Property & Casualty Insurance Stocks	42.93%	18.69%	38.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	2.19M	7.09%	$57.50M
Vanguard group	1.88M	6.09%	$55.04M
Blackrock	1.77M	5.83%	$12.53M
Dimensional fund advisors lp	1.25M	4.04%	$32.73M
American century companies	988.95K	3.20%	$25.96M
Geode capital management	738.89K	2.39%	$19.40M
Connor, clark & lunn investment management	550.87K	1.78%	$14.46M
State street	525.10K	1.70%	$13.78M
Prudential financial	492.09K	1.59%	$12.92M
Pacific ridge capital partners	405.86K	1.31%	$10.65M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacific ridge capital partners	405.86K	2.31%	$10.65M
Quartz partners	181.93K	1.85%	$4.78M
Instrumental wealth	60.06K	0.79%	$1.57M
Verdad advisers, lp	26.49K	0.78%	$695.47K
Annis gardner whiting capital advisors	126.87K	0.53%	$3.33M
Optimize financial	17.72K	0.23%	$465.20K
Bridgeway capital management	259.97K	0.14%	$6.82M
Navellier & associates	47.20K	0.13%	$1.24M
Inspire investing	58.91K	0.13%	$1.55M
Sierra summit advisors	36.94K	0.11%	$963.40K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.77M	0.00%	1.14M
Vanguard group	1.88M	0.00%	234.30K
Two sigma investments, lp	274.54K	0.01%	191.21K
Jane street group	208.16K	0.00%	169.33K
Goldman sachs group	333.28K	0.00%	159.76K

Top Sellers

Holder	Shares	% Assets	Change
Driehaus capital management	-	-	-1.26M
Prudential financial	492.09K	0.02%	-342.83K
Essex investment management	-	-	-245.12K
Assenagon asset management	263.32K	0.01%	-198.52K
Eam investors	18.84K	0.06%	-170.11K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	156.34K	0.00%	156.34K	$4.10M
Inspire investing	58.91K	0.13%	58.91K	$1.55M
Axa investment managers	58.00K	0.00%	58.00K	$1.46M
Vanguard global advisers	38.87K	0.00%	38.87K	$1.02M
Sierra summit advisors	36.94K	0.11%	36.94K	$963.40K

Sold Out

Holder	Change
Clearstead advisors	-3.00
Massmutual trust co fsb/adv	-18.00
Financial gravity asset management	-20.00
Whipplewood advisors	-28.00
Corecap advisors	-39.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	186	-8.82%	18,494,542	-2.79%	59	1.58%	93	-27.91%	65	27.45%
Dec 31, 2025	89	-51.89%	9,003,764	-51.73%	29	0.80%	60	-45.95%	20	-60.78%
Sep 30, 2025	80	-52.66%	9,050,755	-46.07%	29	0.99%	47	-54.37%	22	-52.17%
Jun 30, 2025	178	29.93%	18,152,538	7.67%	58	1.95%	104	52.94%	51	4.08%
Mar 31, 2025	7	-94.40%	454,811	-97.30%	1	0.05%	6	-92.31%	1	-96.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Avantis US Small Cap Value ETF	902.95K	2.98%	378.00
Vanguard Total Stock Mkt Idx Inv	730.40K	2.41%	-
Vanguard US Total Market Shares ETF	725.15K	2.37%	-
iShares Russell 2000 ETF	666.30K	2.20%	3.96K
Pacific Ridge Capital Ptnrs Micro Cp Val	434.31K	1.43%	85.00K
Kennedy Micro Cap	280.87K	0.92%	280.87K
Vanguard Explorer Inv	268.41K	0.87%	61.45K
Vanguard Institutional Extnd Mkt Idx Tr	259.86K	0.86%	9.23K
Fidelity Small Cap Index	243.75K	0.81%	1.94K
DFA US Targeted Value I	235.98K	0.78%	13.28K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 01, 2026	Binnun Sharon	Chief Accounting Officer	Sell	$244.49K
Jun 22, 2026	Binnun Sharon	Chief Accounting Officer	Sell	$224.10K
May 19, 2026	WHITING PAUL L	-	Buy	$24.45K
May 19, 2026	WHITING PAUL L	-	Buy	$352.50K
May 01, 2026	Binnun Sharon	Chief Accounting Officer	Sell	$266.75K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q2	2	10
2026 Q1	-	8
2025 Q4	-	22
2025 Q3	1	7

HRTG Ownership FAQ

Who Owns Heritage Insurance?

Heritage Insurance shareholders are primarily institutional investors at 59.87%, followed by 19.72% insiders and 20.41% retail investors. The average institutional ownership in Heritage Insurance's industry, Property & Casualty Insurance Stocks, is 42.93%, which Heritage Insurance exceeds.

Who owns the most shares of Heritage Insurance?

Heritage Insurance’s largest shareholders are Blackrock funding, inc. /de (2.19M shares, 7.09%), Vanguard group (1.88M shares, 6.09%), and Blackrock (1.77M shares, 5.83%). Together, they hold 19.01% of Heritage Insurance’s total shares outstanding.

Does Blackrock own Heritage Insurance?

Yes, BlackRock owns 5.83% of Heritage Insurance, totaling 1.77M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.53M$. In the last quarter, BlackRock increased its holdings by 1.14M shares, a 180.44% change.

Who is Heritage Insurance’s biggest shareholder by percentage of total assets invested?

Pacific ridge capital partners is Heritage Insurance’s biggest shareholder by percentage of total assets invested, with 2.31% of its assets in 405.86K Heritage Insurance shares, valued at 10.65M$.

Who is the top mutual fund holder of Heritage Insurance shares?

Avantis US Small Cap Value ETF is the top mutual fund holder of Heritage Insurance shares, with 2.98% of its total shares outstanding invested in 902.95K Heritage Insurance shares.

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