Heritage Insurance Ownership | Who Owns Heritage Insurance?
Heritage Insurance Ownership Summary
Heritage Insurance is owned by 58.84% institutional investors, 22.00% insiders, and 19.16% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.05% 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 | 58.84% | 22.00% | 19.16% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Property & Casualty Insurance Stocks | 67.79% | 14.88% | 17.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.87M | 6.05% | $46.58M |
| Blackrock | 1.77M | 5.83% | $12.53M |
| Dimensional fund advisors lp | 1.57M | 5.13% | $18.99M |
| Vanguard group | 1.33M | 4.34% | $16.07M |
| Invesco | 944.64K | 3.09% | $11.43M |
| Marshall wace, llp | 942.17K | 3.05% | $23.50M |
| American century companies | 796.61K | 2.58% | $19.87M |
| Connor, clark & lunn investment management | 648.77K | 2.10% | $16.18M |
| Acadian asset management | 526.70K | 1.71% | $13.13M |
| Arrowstreet capital, limited partnership | 526.38K | 1.71% | $13.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 360.68K | 2.15% | $9.00M |
| Verdad advisers, lp | 55.00K | 0.45% | $389.40K |
| Counterpoint mutual funds | 100.19K | 0.22% | $2.50B |
| Instrumental wealth | 27.79K | 0.22% | $210.93K |
| Annis gardner whiting capital advisors | 12.50K | 0.11% | $311.75K |
| Gsa capital partners llp | 113.52K | 0.10% | $1.37M |
| Bridgeway capital management | 366.60K | 0.10% | $4.44M |
| Fox run management | 22.83K | 0.09% | $569.33K |
| Navellier & associates | 29.11K | 0.09% | $725.88K |
| Arkadios wealth advisors | 115.89K | 0.09% | $2.89M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.77M | 0.00% | 1.14M |
| Marshall wace, llp | 942.17K | 0.03% | 349.17K |
| Segall bryant & hamill | 348.56K | 0.06% | 222.69K |
| Arrowstreet capital, limited partnership | 526.38K | 0.01% | 216.02K |
| Dimensional fund advisors lp | 1.57M | 0.00% | 193.59K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | - | - | -1.26M |
| Pacific ridge capital partners | 360.68K | 2.15% | -415.41K |
| Essex investment management | - | - | -245.12K |
| Renaissance | 345.40K | 0.01% | -221.80K |
| Jane street group | 46.79K | 0.00% | -185.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tudor investment corp et al | 185.88K | 0.01% | 185.88K | $4.64M |
| Counterpoint mutual funds | 100.19K | 0.22% | 100.19K | $2.50B |
| Boston partners | 71.26K | 0.00% | 71.26K | $504.54K |
| Verdad advisers, lp | 55.00K | 0.45% | 55.00K | $389.40K |
| Voloridge investment management | 44.59K | 0.00% | 44.59K | $1.11M |
Sold Out
| Holder | Change |
|---|---|
| Parallel advisors | -16.00 |
| Financial gravity asset management | -20.00 |
| Corecap advisors | -39.00 |
| Allspring global investments | -83.00 |
| Toth financial advisory | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 106 | 9.28% | 14,687,083 | -0.18% | 48 | 1.61% | 58 | 9.43% | 32 | 3.23% |
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 | 660.75K | 2.13% | 800.00 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 611.83K | 1.99% | -198.79K |
| iShares Russell 2000 ETF | 533.36K | 1.72% | -10.19K |
| Invesco Dorsey Wright SmallCap Momt ETF | 344.26K | 1.11% | - |
| 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 |
|---|---|---|---|---|
| Sep 05, 2025 | Binnun Sharon | Chief Accounting Officer | Sell | $513.87K |
| Aug 08, 2025 | WHITING PAUL L | - | Buy | $51.25K |
| Jun 09, 2025 | WHITING PAUL L | - | Buy | $55.90K |
| May 21, 2025 | Walvekar Vijay | - | Sell | $186.16K |
| May 21, 2025 | Walvekar Vijay | - | Sell | $793.51K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | 3 | - |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | 4 | 1 |
HRTG Ownership FAQ
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