HERITAGE INSURANCE HLDGS INC

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

HRTG (HERITAGE INSURANCE HLDGS INC) is held by 102 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($57.5M), DIMENSIONAL FUND ADVISORS LP ($32.7M), AMERICAN CENTURY COMPANIES INC ($26M). Net institutional sentiment: Mixed.

102

Holders

Avg rating(10 Elite)

$374.3M

Total Value

44% (120)

Fund Consensus

49 buying - 62 selling

Smart Money Verdict

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33Negative MomentumStrong Convergence

Institutional (13F)47

Insider (Form 4)2

Activist (13D/13G)49

Congressional (STOCK Act)

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See how HRTG's score breaks down across 4 SEC sources

Holder Quality

10

★★★★★

Elite

32

★★★★

Strong

37

★★★

Solid

33

★★

Below

8

★

Weak

Held by 102 funds

10 elite

Who's Trading

InsiderBSBinnun SharonSell $267KMay 1, 2026

InsiderGJGarateix Ernie JSell $221KApr 20, 2026

InsiderUNUnknownSell $9KApr 20, 2026

InsiderUNUnknownSell $212KApr 2, 2026

ActivistThe Vanguard Group0.0%Mar 27, 2026

ActivistRTRaymond T. Hyer7.0%Aug 4, 2025

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (102)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	2.2M(-1.1%)	$57.5M	0.0%	+61.23%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.2M(+3.0%)	$32.7M	0.0%	+247.32%	30
AMERICAN CENTURY COMPANIES INC	Increased	988,951(+6.7%)	$26M	0.0%	+56.71%	31
GEODE CAPITAL MANAGEMENT, LLC	Increased	738,890(+11.0%)	$19.4M	0.0%	+67.17%	31
Connor, Clark & Lunn Investment Management Ltd.	Decreased	550,867(-5.1%)	$14.5M	0.0%	+74.95%	0
STATE STREET CORP	Increased	525,099(+3.5%)	$13.8M	0.0%	+83.29%	29
PRUDENTIAL FINANCIAL INC	Decreased	492,092(-41.1%)	$12.9M	0.0%	-0.01%	0
Assenagon Asset Management S.A.	Decreased	461,844(-0.1%)	$12.1M	0.0%	+13.82%	0
MWMARSHALL WACE, LLP	Decreased	374,906(-28.9%)	$9.8M	0.0%	+44.03%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Increased	358,682(+4.3%)	$9.4M	0.0%	+86.30%	29
AQR CAPITAL MANAGEMENT LLC	Decreased	349,249(-16.3%)	$9.2M	0.0%	+52.87%	0
GOLDMAN SACHS GROUP INC	Increased	333,283(+92.1%)	$8.7M	0.0%	-1.70%	44
MORGAN STANLEY	Increased	285,084(+4.6%)	$7.5M	0.0%	+62.32%	29
TWO SIGMA INVESTMENTS, LP	Increased	274,542(+229.5%)	$7.2M	0.0%	+2.21%	44
NORTHERN TRUST CORP	Increased	241,415(+3.9%)	$6.3M	0.0%	+41.22%	28
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	234,637(-8.1%)	$6.2M	0.0%	+12.99%	0
Invesco Ltd.	Increased	228,720(+195.4%)	$6M	0.0%	-6.39%	44
Qube Research & Technologies Ltd	Decreased	222,385(-23.9%)	$5.8M	0.0%	+18.31%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	218,655(+52.6%)	$5.7M	0.0%	+10.91%	38
JANE STREET GROUP, LLC	Increased	208,163(+436.0%)	$5.5M	0.0%	-14.12%	44

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer