Heritage Insurance Holdings
$35.77-2.3%
+$40.6M
Net Activity
+5.19% total shares
Institutions Holding
191
Popularity Rank
#3126
Avg Weight
0.04%
Total Value
$538.0M
Market Cap
$1.1B
191 institutions currently hold HRTG, with 111 net buyers and 96 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
96
Net Buying Institutions
111
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 #3126 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
191 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.
Wealth Enhancement Advisory Services, LLC has added to its HRTG position for two straight quarters, increasing it by $230.8K to reach $537.8K today.
IFP Advisors, Inc has trimmed its HRTG position for two straight quarters, cutting it by $31.0K while still holding $20.2K.
HRTG is down 2.3% today, but institutions show net buying of $40.6M this quarter — a divergence between today's price move and the underlying institutional flow.
HRTG posted net income of $215.3M over the trailing twelve months, and currently trades at a P/E of 5.1.
+$119.3M
Total Buy Value
$74.3M
Total Sell Value
111
Net Buyers
96
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 2026-09-30 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.
12
Filings (90d)
$2.75M
Total Est. Value
82K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| TIMOTHY JOHNS | 2026-09-18 | $124K |
| ERNESTO J GARATEIX | 2026-09-14 | $88K |
| SHARON ANN BINNUN | 2026-09-09 | $222K |
| ERNESTO J GARATEIX | 2026-09-03 | $88K |
| SHARON BINNUN | 2026-09-01 | $309K |
| ERNESTO J GARATEIX | 2026-08-24 | $349K |
| TIMOTHY JOHNS | 2026-08-19 | $118K |
| ERNESTO J GARATEIX | 2026-08-18 | $173K |
| KIRK H LUSK | 2026-08-17 | $342K |
| ERNESTO J GARATEIX | 2026-08-17 | $171K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Raymond T. Hyer | 13G/A | 2026-09-25 | 7.0% |
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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 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