Heritage Insurance Ownership | Who Owns Heritage Insurance?
Heritage Insurance Ownership Summary
Heritage Insurance is owned by 29.34% institutional investors, 20.82% insiders, and 49.85% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.24% of HRTG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.37% of its assets in Heritage Insurance shares.
HRTG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Insurance | 29.34% | 20.82% | 49.85% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Property & Casualty Insurance Stocks | 48.70% | 15.38% | 35.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.92M | 6.24% | $48.45M |
| Blackrock | 1.77M | 5.83% | $12.53M |
| Vanguard group | 1.65M | 5.34% | $41.46M |
| Dimensional fund advisors lp | 1.26M | 4.09% | $31.77M |
| 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 | 630.91K | 2.04% | $15.89M |
| Connor, clark & lunn investment management | 626.19K | 2.03% | $15.77B |
| Aqr capital management | 468.86K | 1.53% | $5.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 458.93K | 2.54% | $11.56M |
| Quartz partners | 172.73K | 1.57% | $4.35M |
| Instrumental wealth | 60.06K | 0.98% | $1.40M |
| Verdad advisers, lp | 55.00K | 0.45% | $389.40K |
| Eam investors | 140.32K | 0.40% | $3.49M |
| Annis gardner whiting capital advisors | 76.80K | 0.40% | $1.93M |
| Sierra summit advisors | 38.11K | 0.15% | $959.59K |
| Thurston, springer, miller, herd & titak | 2.64K | 0.13% | $66.50K |
| Optivise advisory services | 8.76K | 0.13% | $220.50K |
| Bridgeway capital management | 241.26K | 0.13% | $6.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.77M | 0.00% | 1.14M |
| Assenagon asset management | 462.07K | 0.02% | 319.43K |
| Prudential financial | 691.89K | 0.02% | 308.31K |
| Aqr capital management | 468.86K | 0.01% | 155.36K |
| Charles schwab investment management | 203.84K | 0.00% | 137.17K |
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 |
| Dimensional fund advisors lp | 1.26M | 0.01% | -157.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Axa investment managers | 58.00K | 0.00% | 58.00K | $1.46M |
| Verdad advisers, lp | 55.00K | 0.45% | 55.00K | $389.40K |
| Y-intercept (hong kong) | 39.06K | 0.02% | 39.06K | $983.53K |
| Sierra summit advisors | 38.11K | 0.15% | 38.11K | $959.59K |
| Fj capital management | 37.74K | 0.10% | 37.74K | $950.42K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -20.00 |
| Fortitude family office | -20.00 |
| Whipplewood advisors | -28.00 |
| Corecap advisors | -39.00 |
| Allspring global investments | -83.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 126 | 17.76% | 16,138,546 | 9.87% | 52 | 2.30% | 87 | 47.46% | 23 | -28.13% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 725.15K | 2.37% | - |
| Vanguard Total Stock Mkt Idx Inv | 722.62K | 2.33% | -16.03K |
| Avantis US Small Cap Value ETF | 683.75K | 2.20% | 2.40K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 611.83K | 1.99% | -198.79K |
| iShares Russell 2000 ETF | 545.10K | 1.76% | - |
| 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 | 239.12K | 0.77% | -104.60K |
| Fidelity Small Cap Index | 224.43K | 0.72% | -7.31K |
| Nuveen Equity Index R6 | 219.62K | 0.72% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 02, 2025 | Lusk Kirk | Chief Financial Officer | Sell | $235.01K |
| Nov 20, 2025 | Garateix Ernie J | Chief Executive Officer | Sell | $32.72K |
| Nov 20, 2025 | Garateix Ernie J | Chief Executive Officer | Sell | $77.24K |
| Nov 20, 2025 | Garateix Ernie J | Chief Executive Officer | Sell | $114.54K |
| Nov 18, 2025 | WIDDICOMBE RICHARD A | Chairman | Sell | $1.47M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 18 |
| 2025 Q3 | 1 | 7 |
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | 3 | - |
| 2024 Q4 | 1 | 1 |
HRTG Ownership FAQ
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