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 31/100).

Quarterly Activity

Recent Activity

+$234.0M

Total Buy Value

$301.9M

Total Sell Value

New buy19

Trim71

Add66

Sold out34

Net Buyers

105

Net Sellers

Smart Money Convergence

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.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/HRTG

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

Filings (90d)

$454K

Total Est. Value

18K shares

Planned Shares

Last Filed 2026-07-01

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
SHARON BINNUN	Officer	2026-07-01	9K shares	$240K
Binnun Sharon	Officer	2026-06-22	9K shares	$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

CUSIP

42727J102

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.