Heritage Insurance Holdings
$34.35+1.9%
+$40.6M
Net Activity
+5.19% total shares
Institutions Holding
190
Popularity Rank
#3130
Avg Weight
0.04%
Total Value
$538.0M
Market Cap
$1.1B
190 institutions currently hold HRTG, with 110 net buyers and 95 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
95
Net Buying Institutions
110
Top 5 by Value
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Across its top 20 institutional holders, HRTG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 39/100).
HRTG ranks #3130 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
190 institutions disclose a position in HRTG, but none treat it as a major bet — even Pacific Ridge Capital Partners, LLC, its most concentrated holder, allocates just 2.4% of its own portfolio to it.
Jane Street Group, LLC has added to its HRTG position for two straight quarters, increasing it by $12.1M to reach $15.8M today.
Prudential Financial Inc has trimmed its HRTG position for two straight quarters, cutting it by $18.2M while still holding $6.2M.
HRTG is up 1.9% today, and institutions have been net buyers of $40.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
HRTG posted net income of $215.3M over the trailing twelve months, and currently trades at a P/E of 4.9.
+$118.3M
Total Buy Value
$74.3M
Total Sell Value
110
Net Buyers
95
Net Sellers
HRTG
Q2 2026
Top 5 Institutional Movers
-$9.4M
+$8.7M
-$7.2M
-$6.7M
HRTG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
9
Filings (90d)
$2.37M
Total Est. Value
76K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| ERNESTO J GARATEIX | 2026-08-24 | $349K |
| TIMOTHY JOHNS | 2026-08-19 | $118K |
| ERNESTO J GARATEIX | 2026-08-18 | $173K |
| ERNESTO J GARATEIX | 2026-08-17 | $171K |
| KIRK H LUSK | 2026-08-17 | $342K |
| Timothy Moura | 2026-08-10 | $495K |
| SHARON BINNUN | 2026-08-03 | $270K |
| SHARON BINNUN | 2026-07-01 | $240K |
| Binnun Sharon | 2026-06-22 | $214K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
Heritage Insurance Holdings (HRTG) put out a press release on August 5, 2026, reporting results for the fiscal quarter that ended June 30, 2026. This 8-K simply tells investors the release is out, with the full press release attached as Exhibit 99.1 — it doesn't include the actual financial figures.
View Full Filing (SEC EDGAR)42727J102
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access HRTG's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HRTGCLI
npx alphasmo stocks get HRTG