HERITAGE INSURANCE HLDGS INC (HRTG) is held by 108 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling HRTG?

In Q1 2026, 54 institutions opened or increased positions in HERITAGE INSURANCE HLDGS INC while 60 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on HRTG?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for HERITAGE INSURANCE HLDGS INC.

How many hedge funds hold HRTG?

108 institutional investors report holding HERITAGE INSURANCE HLDGS INC (HRTG) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HRTG?

As of Q1 2026, tracked institutions in HERITAGE INSURANCE HLDGS INC show 54 buyers versus 60 sellers — net outflows.

HERITAGE INSURANCE HLDGS INC

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

108

Holders

Avg rating(28 Elite)

$428.8M

Total Value

47% (124)

Fund Consensus

54 buying - 60 selling

Smart Money Verdict

View all

Held by 108 funds

28 elite

Who's Trading

InsiderBSBinnun SharonSell $224KJun 22, 2026

InsiderBSBinnun SharonSell $267KMay 1, 2026

InsiderGJGarateix Ernie JSell $221KApr 20, 2026

InsiderGJGarateix Ernie JSell $9KApr 20, 2026

InsiderMTMoura TimothySell $212KApr 2, 2026

InsiderMTMoura TimothySell $426KApr 2, 2026

InsiderMTMoura TimothySell $635KApr 1, 2026

InsiderMTMoura TimothySell $29KApr 1, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

ActivistRTRaymond T. Hyer7.0%Aug 4, 2025

View all insider trades View all activist filings

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	2.2M(-1.1%)	$57.5M	0.0%	+93.17%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.2M(+3.0%)	$32.7M	0.0%	+316.13%	30
VAVANGUARD CAPITAL MANAGEMENT LLC	New	1M	$26.3M	0.0%	+0.18%	40
AMERICAN CENTURY COMPANIES INC	Increased	988,951(+6.7%)	$26M	0.0%	+87.76%	31
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	846,693	$22.2M	0.0%	+0.18%	39
GEODE CAPITAL MANAGEMENT, LLC	Increased	738,890(+11.0%)	$19.4M	0.0%	+100.30%	31
Connor, Clark & Lunn Investment Management Ltd.	Decreased	550,867(-5.1%)	$14.5M	0.0%	+109.61%	0
STATE STREET CORP	Increased	525,099(+3.5%)	$13.8M	0.0%	+119.61%	29
PRUDENTIAL FINANCIAL INC	Decreased	492,092(-41.1%)	$12.9M	0.0%	+19.80%	0
Assenagon Asset Management S.A.	Decreased	461,844(-0.1%)	$12.1M	0.0%	+36.12%	0
MWMARSHALL WACE, LLP	Decreased	374,906(-28.9%)	$9.8M	0.0%	+72.56%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Increased	358,682(+4.3%)	$9.4M	0.0%	+123.21%	29
AQR CAPITAL MANAGEMENT LLC	Decreased	349,249(-16.3%)	$9.2M	0.0%	+83.16%	0
GOLDMAN SACHS GROUP INC	Increased	333,283(+92.1%)	$8.7M	0.0%	+17.77%	44
MORGAN STANLEY	Increased	285,084(+4.6%)	$7.5M	0.0%	+94.47%	29
TWO SIGMA INVESTMENTS, LP	Increased	274,542(+229.5%)	$7.2M	0.0%	+22.46%	44
NORTHERN TRUST CORP	Increased	241,415(+3.9%)	$6.3M	0.0%	+69.20%	28
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	234,637(-8.1%)	$6.2M	0.0%	+35.37%	0
Invesco Ltd.	Increased	228,720(+195.4%)	$6M	0.0%	+12.16%	44
Qube Research & Technologies Ltd	Decreased	222,385(-23.9%)	$5.8M	0.0%	+41.75%	0