Heritage Insurance Ownership | Who Owns Heritage Insurance?
Heritage Insurance Ownership Summary
Heritage Insurance is owned by 29.15% institutional investors, 20.50% insiders, and 50.35% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.17% of HRTG shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.63% of its assets in Heritage Insurance shares.
HRTG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Insurance | 29.15% | 20.50% | 50.35% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Property & Casualty Insurance Stocks | 44.10% | 15.35% | 40.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.21M | 7.17% | $64.77M |
| Vanguard group | 1.88M | 6.09% | $55.04M |
| Blackrock | 1.77M | 5.83% | $12.53M |
| Dimensional fund advisors lp | 1.21M | 3.92% | $35.41M |
| Marshall wace, llp | 1.02M | 3.32% | $25.79M |
| American century companies | 888.45K | 2.88% | $22.37M |
| Prudential financial | 691.89K | 2.24% | $17.42M |
| Geode capital management | 665.90K | 2.16% | $19.49M |
| Connor, clark & lunn investment management | 580.32K | 1.88% | $16.98M |
| Aqr capital management | 468.86K | 1.53% | $5.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 371.95K | 2.39% | $10.88M |
| Quartz partners | 172.73K | 1.57% | $4.35M |
| Instrumental wealth | 60.06K | 0.97% | $1.58M |
| Eam investors | 188.96K | 0.62% | $5.53M |
| Verdad advisers, lp | 55.00K | 0.45% | $389.40K |
| Annis gardner whiting capital advisors | 76.87K | 0.43% | $2.25M |
| Denali advisors | 85.11K | 0.28% | $2.49M |
| Integrated quantitative investments | 22.12K | 0.14% | $647.11K |
| Bridgeway capital management | 241.26K | 0.13% | $6.08M |
| Dynamic technology lab private | 27.77K | 0.12% | $699.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.77M | 0.00% | 1.14M |
| Prudential financial | 691.89K | 0.02% | 308.31K |
| Blackrock funding, inc. /de | 2.21M | 0.00% | 289.44K |
| Vanguard group | 1.88M | 0.00% | 234.30K |
| Aqr capital management | 468.86K | 0.01% | 155.36K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | - | - | -1.26M |
| Invesco | 51.71K | 0.00% | -360.45K |
| Arrowstreet capital, limited partnership | 242.92K | 0.00% | -283.46K |
| Essex investment management | - | - | -245.12K |
| Jane street group | 38.84K | 0.00% | -113.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Denali advisors | 85.11K | 0.28% | 85.11K | $2.49M |
| Axa investment managers | 58.00K | 0.00% | 58.00K | $1.46M |
| Verdad advisers, lp | 55.00K | 0.45% | 55.00K | $389.40K |
| Swiss national bank | 49.00K | 0.00% | 49.00K | $1.43M |
| Cerity partners | 42.52K | 0.00% | 42.52K | $1.24M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -20.00 |
| Whipplewood advisors | -28.00 |
| Corecap advisors | -39.00 |
| Fortitude family office | -64.00 |
| Rise advisors | -70.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 57 | -54.76% | 8,338,262 | -48.33% | 27 | 0.98% | 42 | -51.72% | 10 | -56.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 808.27K | 2.63% | 448.00 |
| Vanguard Total Stock Mkt Idx Inv | 730.40K | 2.38% | - |
| Vanguard US Total Market Shares ETF | 725.15K | 2.37% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 611.83K | 1.99% | -198.79K |
| iShares Russell 2000 ETF | 602.89K | 1.96% | -4.93K |
| Invesco Dorsey Wright SmallCap Momt ETF | 342.48K | 1.10% | 444.00 |
| Kennedy Micro Cap | 280.87K | 0.92% | 280.87K |
| Vanguard Institutional Extnd Mkt Idx Tr | 247.44K | 0.81% | 4.08K |
| Fidelity Small Cap Index | 238.94K | 0.78% | -2.92K |
| Applied Finance Explorer Institutional | 225.27K | 0.73% | -30.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 20, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $8.52K |
| Apr 20, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $221.13K |
| Apr 02, 2026 | Moura Timothy | See Remarks | Sell | $425.74K |
| Apr 01, 2026 | Moura Timothy | See Remarks | Sell | $28.88K |
| Apr 01, 2026 | Moura Timothy | See Remarks | Sell | $634.58K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 8 |
| 2026 Q1 | - | 8 |
| 2025 Q4 | - | 22 |
| 2025 Q3 | 1 | 7 |
| 2025 Q2 | 1 | 3 |
HRTG Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools