Heritage Insurance Ownership | Who Owns Heritage Insurance?
Heritage Insurance Ownership Summary
Heritage Insurance is owned by 61.36% institutional investors, 20.14% insiders, and 18.50% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.60% of HRTG shares. Avantis US Small Cap Value ETF is the top mutual fund, with 3.08% of its assets in Heritage Insurance shares.
HRTG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Insurance | 61.36% | 20.14% | 18.50% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Property & Casualty Insurance Stocks | 69.46% | 16.35% | 14.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.33M | 7.60% | $60.84M |
| Vanguard group | 1.88M | 6.09% | $55.04M |
| Blackrock | 1.77M | 5.83% | $12.53M |
| Dimensional fund advisors lp | 1.31M | 4.27% | $34.18M |
| American century companies | 1.07M | 3.48% | $27.83M |
| Vanguard capital management | 1.01M | 3.30% | $26.44M |
| Geode capital management | 749.88K | 2.44% | $19.56M |
| State street | 564.01K | 1.84% | $14.71M |
| Connor, clark & lunn investment management | 553.56K | 1.80% | $14.44M |
| Pacific ridge capital partners | 500.46K | 1.63% | $13.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 500.46K | 2.37% | $13.05M |
| Quartz partners | 188.81K | 1.61% | $4.92M |
| Instrumental wealth | 60.06K | 0.79% | $1.57M |
| Verdad advisers, lp | 28.57K | 0.71% | $745.24K |
| Annis gardner whiting capital advisors | 142.98K | 0.56% | $3.73M |
| Optimize financial | 17.72K | 0.23% | $465.20K |
| Fox run management | 36.83K | 0.16% | $960.50K |
| Bridgeway capital management | 259.97K | 0.12% | $6.78M |
| Sierra summit advisors | 36.94K | 0.11% | $963.40K |
| Dynamic technology lab private | 15.71K | 0.09% | $410.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.77M | 0.00% | 1.14M |
| Jane street group | 477.89K | 0.00% | 269.73K |
| Vanguard group | 1.88M | 0.00% | 234.30K |
| Sixth street partners management company | 192.19K | 0.00% | 192.19K |
| Millennium management | 247.59K | 0.00% | 157.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | - | - | -1.26M |
| Acadian asset management | 29.26K | 0.00% | -357.37K |
| Marshall wace, llp | 103.08K | 0.00% | -271.82K |
| Prudential financial | 239.20K | 0.01% | -252.89K |
| Essex investment management | - | - | -245.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 192.19K | 0.00% | 192.19K | $5.01M |
| Balyasny asset management | 95.99K | 0.00% | 95.99K | $2.50M |
| Algert global | 81.62K | 0.03% | 81.62K | $2.13M |
| Picton mahoney asset management | 73.29K | 0.01% | 73.29K | $1.91M |
| Axa investment managers | 58.00K | 0.00% | 58.00K | $1.46M |
Sold Out
| Holder | Change |
|---|---|
| Pnc financial services group | -2.00 |
| Advisory services network | -13.00 |
| Mai capital management | -14.00 |
| Massmutual trust co fsb/adv | -18.00 |
| Financial gravity asset management | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 191 | -1.04% | 18,825,837 | -0.11% | 61 | 1.63% | 104 | 11.83% | 65 | -5.80% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 933.61K | 3.08% | 800.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 730.40K | 2.46% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 730.40K | 2.41% | - |
| Vanguard Total Stock Mkt Idx Inv | 730.40K | 2.41% | - |
| Vanguard US Total Market Shares ETF | 725.15K | 2.37% | - |
| iShares Russell 2000 ETF | 647.94K | 2.14% | -11.52K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 434.31K | 1.43% | 85.00K |
| Kennedy Micro Cap | 280.87K | 0.92% | 280.87K |
| Vanguard Institutional Extnd Mkt Idx Tr | 260.33K | 0.88% | 468.00 |
| Vanguard Explorer Inv | 258.21K | 0.85% | -10.20K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 03, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $87.75K |
| Sep 01, 2026 | Binnun Sharon | Chief Accounting Officer | Sell | $311.99K |
| Aug 24, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $348.75K |
| Aug 19, 2026 | JOHNS TIMOTHY E | See Remarks | Sell | $117.86K |
| Aug 17, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | $171.55K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 9 |
| 2026 Q2 | 2 | 10 |
| 2026 Q1 | - | 8 |
| 2025 Q4 | - | 22 |
| 2025 Q3 | 1 | 7 |
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