HERITAGE INSURANCE HOLDINGS (HRTG) Institutional Ownership
HRTG is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.53M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $4.53M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's HRTG position is now estimated to be worth approximately $4.00M, representing an estimated loss of -11.73% since the filing period.
Major shareholders tracked on this page include Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward HERITAGE INSURANCE HOLDINGS (HRTG).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $4,528,913 | 172,530 |
| Q4 2025 | 1 | $5,315,986 | 181,681 |
| Q3 2025 | 1 | $6,857,269 | 272,330 |
| Q2 2025 | 1 | $9,302,595 | 372,999 |
| Q1 2025 | 1 | $4,393,760 | 304,699 |
| Q4 2024 | 1 | $4,179,328 | 345,399 |
| Q3 2024 | 1 | $6,942,516 | 567,199 |
| Q2 2024 | 1 | $3,087,581 | 436,099 |
| Q1 2024 | 1 | $3,188 | 299,299 |
| Q4 2023 | 1 | $2,124 | 325,799 |
| Q3 2023 | 1 | $2,439 | 375,799 |
| Q2 2023 | 1 | $1,294 | 336,129 |
Related HRTG Institutional Insights:
- HRTG Institutional Ownership & Insiders Activity
- HRTG Institutional Ownership & 13F Activity
- HRTG Top Institutional Shareholders
- HRTG Institutional Buying Activity
- HRTG Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HRTG Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings