HERITAGE INSURANCE HLDGS INC

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HRTG·42727J102·US·Common Stock·Financial Services - Insurance - Property & Casualty-13D/G

HRTG (HERITAGE INSURANCE HLDGS INC) is held by 106 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($60.8M), DIMENSIONAL FUND ADVISORS LP ($34.2M), AMERICAN CENTURY COMPANIES INC ($27.8M). Net institutional sentiment: Mixed.

106

Holders

(6 Elite)

$422.7M

Total Value

55% (114)

Consensus

63 buying - 51 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)46

Activist (13D/13G)59

Congressional (STOCK Act)50

Holder Quality

76

★★★★★

Elite

34

★★★★

Strong

84

★★★

Solid

42

★★

Below

19

★

Weak

Held by 106 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Aug 26, 2026 · Activists Mar 27, 2026 · Congress none

InsiderGJGarateix Ernie JSell $349KAug 24, 2026

InsiderJEJOHNS TIMOTHY ESell $118KAug 19, 2026

InsiderGJGarateix Ernie JSell $173KAug 18, 2026

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Top Holders

Top Holders (106)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	2.3M(+6.5%)	$60.8M	0.0%	+125.97%	31
DIMENSIONAL FUND ADVISORS LP	Increased	1.3M(+5.1%)	$34.2M	0.0%	+348.01%	30
AMERICAN CENTURY COMPANIES INC	Increased	1.1M(+7.9%)	$27.8M	0.0%	+118.42%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	1M(+1.2%)	$26.4M	0.0%	+22.99%	29
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	949,090(+12.1%)	$24.8M	0.0%	+23.80%	32
GEODE CAPITAL MANAGEMENT, LLC	Increased	749,878(+1.5%)	$19.6M	0.0%	+143.47%	29
STATE STREET CORP	Increased	564,008(+7.4%)	$14.7M	0.0%	+151.33%	30
Connor, Clark & Lunn Investment Management Ltd.	Increased	553,556(+0.5%)	$14.4M	0.0%	+155.94%	28
JANE STREET GROUP, LLC	Increased	477,890(+129.6%)	$12.5M	0.0%	+29.41%	45
MORGAN STANLEY	Increased	384,171(+34.8%)	$10M	0.0%	+97.43%	36
AQR CAPITAL MANAGEMENT LLC	Increased	365,883(+4.8%)	$9.5M	0.0%	+117.72%	29
TWO SIGMA INVESTMENTS, LP	Increased	359,975(+31.1%)	$9.4M	0.0%	+45.45%	35
JACOBS LEVY EQUITY MANAGEMENT, INC	Decreased	337,778(-5.8%)	$8.8M	0.0%	+173.81%	0
Nuveen, LLC	Increased	304,016(+78.9%)	$7.9M	0.0%	+37.25%	42
Assenagon Asset Management S.A.	Decreased	263,321(-43.0%)	$6.9M	0.0%	+67.27%	0
NORTHERN TRUST CORP	Increased	251,219(+4.1%)	$6.6M	0.0%	+103.02%	28
MILLENNIUM MANAGEMENT LLC	Increased	247,589(+173.5%)	$6.5M	0.0%	+42.92%	44
PRUDENTIAL FINANCIAL INC	Decreased	239,202(-51.4%)	$6.2M	0.0%	+46.96%	0
BANK OF AMERICA CORP /DE/	Increased	232,737(+19.5%)	$6.1M	0.0%	+41.54%	32
CITADEL ADVISORS LLC	Increased	228,953(+24.7%)	$6M	0.0%	+60.22%	33

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer