HRTG

Heritage Insurance Holdings

-$68.5M

Net Activity

Institutions Holding

188

Popularity Rank

#3050

Avg Weight

0.04%

Total Value

$502.6M

Ownership Trend

188 institutions currently hold HRTG, with 85 net buyers and 105 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

105

Net Buying Institutions

85

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$57.5M
DF
Dimensional Fund Advisors LP
$32.7M
VC
Vanguard Capital Management LLC
$26.3M
AC
American Century Companies INC
$26.0M
VP
Vanguard Portfolio Management LLC
$22.2M

Top 5 by Conviction

PR
Pacific Ridge Capital Partners, LLC
2.31%
QP
Quartz Partners, LLC
1.85%
AG
Annis Gardner Whiting Capital Advisors, LLC
0.53%
BC
Bridgeway Capital Management, LLC
0.14%
SB
Segall Bryant & Hamill, LLC
0.06%
View all 188 holding institutions

Quarterly Activity

Recent Activity

+$234.0M

Total Buy Value

$301.9M

Total Sell Value

New buy19
Trim71
Add66
Sold out34

85

Net Buyers

105

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

2

Filings (90d)

$454K

Total Est. Value

18K shares

Planned Shares

Last Filed 2026-07-01
FilerFiling DateEst. Value
SHARON BINNUN2026-07-01$240K
Binnun Sharon2026-06-22$214K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HERITAGE INSURANCE HOLDINGS (HRTG)?
Major stakeholders currently include BlackRock, Inc. ($57.5M), Dimensional Fund Advisors LP ($32.7M), Vanguard Capital Management LLC ($26.3M). Based on the latest 13F filings, there are a total of 188 tracked investment funds and institutions maintaining positions in HRTG.
What is the overall institutional sentiment toward HRTG recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $68.5M, driven by 85 managers accumulating shares while 105 reduced their exposure.
Which institutions have been selling or reducing their HRTG positions?
In the latest period, 71 funds trimmed their holdings, and 34 managers completely exited their positions. The aggregate reported sell value was $301.9M.
Are there any notable investors adding HRTG to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 66 existing holders added to their shares. The total reported buy value for the quarter amounted to $234.0M.

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