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 2.57% 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 | 0.98% | $1.40M |
| 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 |
| Rise advisors | -70.00 |
| Allspring global investments | -83.00 |
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 | 794.01K | 2.57% | 1.20K |
| Vanguard US Total Market Shares ETF | 725.15K | 2.37% | - |
| Vanguard Total Stock Mkt Idx Inv | 730.40K | 2.36% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 611.83K | 1.99% | -198.79K |
| iShares Russell 2000 ETF | 602.29K | 1.95% | 602.29K |
| 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 | 240.38K | 0.78% | -729.00 |
| Acuitas US Microcap Strategy | 232.66K | 0.75% | 22.54K |
| Fidelity Small Cap Index | 229.54K | 0.74% | 1.78K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 20, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $4.97K |
| Feb 20, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $196.03K |
| Jan 20, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $2.67K |
| Jan 20, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $214.25K |
| Dec 22, 2025 | Garateix Ernie J | Chief Executive Officer | Sell | $245.67K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | 22 |
| 2025 Q3 | 1 | 7 |
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | 3 | - |
HRTG Ownership FAQ
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