HERITAGE INSURANCE HOLDINGS HRTG
$27.12
+1.2% 52w: $19.02 – $31.14
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data19.0225.0831.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
189
-12 QoQ
13F value
$495.1M
-11.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
10.7×
$9.0M calls / $843K puts
Institutional value by quarter
Number of holders
Who owns HRTG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 2.2M | $57.5M | 0.0% | -1.1% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.2M | $32.7M | 0.0% | +3.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.0M | $26.3M | 0.0% | — |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 989.0K | $26.0M | 0.0% | +6.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 846.7K | $22.2M | 0.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 738.9K | $19.4M | 0.0% | +11.0% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 550.9K | $14.5M | 0.0% | -5.1% |
| STATE STREET CORP | Index provider | 525.1K | $13.8M | 0.0% | +3.5% |
| PRUDENTIAL FINANCIAL INC | Insurance | 492.1K | $12.9M | 0.0% | -41.1% |
| Assenagon Asset Management S.A. | Diversified mechanical | 461.8K | $12.1M | 0.0% | -0.1% |
| Pacific Ridge Capital Partners, LLC | Other | 405.9K | $10.7M | 2.3% | +9.1% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 386.6K | $10.1M | 0.0% | -17.6% |
| MARSHALL WACE, LLP | Quant stat arb | 374.9K | $9.8M | 0.0% | -28.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 358.7K | $9.4M | 0.0% | +4.3% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 349.2K | $9.2M | 0.0% | -16.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 333.3K | $8.7M | 0.0% | +92.1% |
| MORGAN STANLEY | Bank broker | 285.1K | $7.5M | 0.0% | +4.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 274.5K | $7.2M | 0.0% | +229.5% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 260.0K | $6.8M | 0.1% | +4.5% |
| NORTHERN TRUST CORP | Index provider | 241.4K | $6.3M | 0.0% | +3.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 234.6K | $6.2M | 0.0% | -8.0% |
| Invesco Ltd. | Index provider | 228.7K | $6.0M | 0.0% | +195.4% |
| Qube Research & Technologies Ltd | Quant stat arb | 222.4K | $5.8M | 0.0% | -23.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 218.7K | $5.7M | 0.0% | +52.6% |
| JANE STREET GROUP, LLC | Market maker | 208.2K | $5.5M | 0.0% | +436.0% |
| UBS Group AG | Bank broker | 203.0K | $5.3M | 0.0% | -32.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 194.7K | $5.1M | 0.0% | +92.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 183.6K | $4.8M | 0.0% | +22.6% |
| Quartz Partners, LLC | Wealth advisor | 181.9K | $4.8M | 1.8% | -2.9% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 172.5K | $4.5M | 0.0% | -5.0% |
| Nuveen, LLC | Diversified mechanical | 169.9K | $4.5M | 0.0% | +0.3% |
| SEGALL BRYANT & HAMILL, LLC | Other | 165.2K | $4.3M | 0.1% | -4.5% |
| Empowered Funds, LLC | Diversified mechanical | 162.2K | $4.3M | 0.0% | +6.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 156.3K | $4.1M | 0.0% | — |
| FRANKLIN RESOURCES INC | Long only active | 156.3K | $4.1M | 0.0% | +71.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 140.5K | $3.7M | 0.0% | -9.1% |
| Trexquant Investment LP | Diversified mechanical | 136.6K | $3.6M | 0.0% | -11.5% |
| Arkadios Wealth Advisors | Wealth advisor | 134.8K | $3.5M | 0.1% | -1.8% |
| Annis Gardner Whiting Capital Advisors, LLC | Diversified mechanical | 126.9K | $3.3M | 0.5% | +65.0% |
| FMR LLC | Long only active | 125.1K | $3.3M | 0.0% | +13.3% |
| CITIGROUP INC | Bank broker | 109.4K | $2.9M | 0.0% | +124.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 103.0K | $2.7M | 0.0% | +0.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 102.1K | $2.7M | 0.0% | -5.5% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 81.8K | $2.4M | 0.0% | +19.4% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 90.5K | $2.4M | 0.0% | +90.0% |
| FIRST TRUST ADVISORS LP | Index provider | 86.8K | $2.3M | 0.0% | +5.6% |
| Y-Intercept (Hong Kong) Ltd | Diversified mechanical | 84.3K | $2.2M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 80.9K | $2.1M | 0.0% | -4.5% |
| Squarepoint Ops LLC | Quant stat arb | 78.6K | $2.1M | 0.0% | +64.0% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Diversified mechanical | 62.0K | $1.6M | 0.0% | -14.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding HRTG
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD