HERITAGE INSURANCE HOLDINGS (HRTG) Institutional Shareholders
HERITAGE INSURANCE HOLDINGS (HRTG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $482.43M in HRTG holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HRTG tracked by InsiderSet, reporting ownership valued at approximately $60.84M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $76.31M, representing an estimated gain of +25.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed HRTG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in HERITAGE INSURANCE HOLDINGS (HRTG).
This page ranks the largest institutional HRTG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
181
Total Reported Value
$482.43M
Largest Holder
Blackrock, Inc.
Largest Position
$60.84M
Insider Transactions (90d)
11
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 2,332,889 | $60,841,745 | $76,308,799 | +$15,467,054 | +25.42% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,310,615 | $34,181,946 | $42,870,217 | +$8,688,271 | +25.42% | |
| Vanguard Capital Management Llc | 0.00% | 1,001,243 | $26,282,629 | $32,750,659 | +$6,468,030 | +24.61% | |
| American Century Companies Inc | 0.01% | 988,951 | $25,959,964 | $32,348,587 | +$6,388,623 | +24.61% | |
| Vanguard Portfolio Management Llc | 0.00% | 846,693 | $22,225,691 | $27,695,328 | +$5,469,637 | +24.61% | |
| Geode Capital Management, Llc | 0.00% | 738,890 | $19,398,850 | $24,169,092 | +$4,770,242 | +24.59% | |
| State Street Corp | 0.00% | 564,008 | $14,709,329 | $18,448,702 | +$3,739,373 | +25.42% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | 550,867 | $14,460,259 | $18,018,860 | +$3,558,601 | +24.61% | |
| Prudential Financial Inc | 0.02% | 492,092 | $12,917,415 | $16,096,329 | +$3,178,914 | +24.61% | |
| Pacific Ridge Capital Partners, Llc | 2.31% | 405,860 | $10,653,825 | $13,275,681 | +$2,621,856 | +24.61% | |
| Marshall Wace, Llp | 0.01% | 374,906 | $9,841,286 | $12,263,175 | +$2,421,889 | +24.61% | |
| Jacobs Levy Equity Management, Inc | 0.04% | 358,682 | $9,415,402 | $11,732,488 | +$2,317,086 | +24.61% | |
| Aqr Capital Management Llc | 0.00% | 349,249 | $9,167,788 | $11,423,935 | +$2,256,147 | +24.61% | |
| Goldman Sachs Group Inc | 0.00% | 333,283 | $8,748,679 | $10,901,687 | +$2,153,008 | +24.61% | |
| Nuveen, Llc | 0.00% | 304,016 | $7,928,737 | $9,944,363 | +$2,015,626 | +25.42% | |
| Morgan Stanley | 0.00% | 285,084 | $7,483,474 | $9,325,098 | +$1,841,624 | +24.61% | |
| Two Sigma Investments, Lp | 0.01% | 274,542 | $7,206,728 | $8,980,269 | +$1,773,541 | +24.61% | |
| Assenagon Asset Management S.A. | 0.01% | 263,321 | $6,867,412 | $8,613,230 | +$1,745,818 | +25.42% | |
| Bridgeway Capital Management, Llc | 0.14% | 259,973 | $6,824,291 | $8,503,717 | +$1,679,426 | +24.61% | |
| Northern Trust Corp | 0.00% | 241,415 | $6,337,144 | $7,896,685 | +$1,559,541 | +24.61% | |
| Charles Schwab Investment Management Inc | 0.00% | 234,637 | $6,159,221 | $7,674,976 | +$1,515,755 | +24.61% | |
| Invesco Ltd. | 0.00% | 228,720 | $6,003,901 | $7,481,431 | +$1,477,530 | +24.61% | |
| Qube Research & Technologies Ltd | 0.01% | 222,385 | $5,837,606 | $7,274,213 | +$1,436,607 | +24.61% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 218,655 | $5,739,694 | $7,152,205 | +$1,412,511 | +24.61% | |
| Jane Street Group, Llc | 0.01% | 208,163 | $5,464,279 | $6,809,012 | +$1,344,733 | +24.61% | |
| Ubs Group Ag | 0.00% | 203,005 | $5,328,881 | $6,640,294 | +$1,311,413 | +24.61% | |
| Bank Of America Corp | 0.00% | 194,689 | $5,110,586 | $6,368,277 | +$1,257,691 | +24.61% | |
| Quartz Partners, Llc | 1.61% | 188,809 | $4,924,139 | $6,175,942 | +$1,251,803 | +25.42% | |
| Citadel Advisors Llc | 0.00% | 183,632 | $4,820,340 | $6,006,603 | +$1,186,263 | +24.61% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 172,530 | $4,528,913 | $5,643,456 | +$1,114,543 | +24.61% |
| Segall Bryant & Hamill, Llc | 0.07% | 168,245 | $4,508,966 | $5,503,294 | +$994,328 | +22.05% | |
| Empowered Funds, Llc | 0.03% | 162,178 | $4,257,172 | $5,304,842 | +$1,047,670 | +24.61% | |
| Vanguard Fiduciary Trust Co | 0.00% | 156,336 | $4,103,820 | $5,113,751 | +$1,009,931 | +24.61% | |
| Franklin Resources Inc | 0.00% | 156,321 | $4,103,427 | $5,113,260 | +$1,009,833 | +24.61% | |
| Annis Gardner Whiting Capital Advisors, Llc | 0.56% | 142,979 | $3,728,893 | $4,676,843 | +$947,950 | +25.42% | |
| Ameriprise Financial Inc | 0.00% | 140,457 | $3,686,997 | $4,594,348 | +$907,351 | +24.61% | |
| Arkadios Wealth Advisors | 0.06% | 140,818 | $3,672,533 | $4,606,157 | +$933,624 | +25.42% | |
| Trexquant Investment Lp | 0.03% | 136,624 | $3,586,380 | $4,468,971 | +$882,591 | +24.61% | |
| Fmr Llc | 0.00% | 125,129 | $3,284,636 | $4,092,970 | +$808,334 | +24.61% | |
| Bank Of New York Mellon Corp | 0.00% | 110,119 | $2,871,910 | $3,601,992 | +$730,082 | +25.42% | |
| Raymond James Financial Inc | 0.00% | 102,957 | $2,702,622 | $3,367,723 | +$665,101 | +24.61% | |
| Citigroup Inc | 0.00% | 103,086 | $2,688,482 | $3,371,943 | +$683,461 | +25.42% | |
| First Trust Advisors Lp | 0.00% | 96,277 | $2,510,904 | $3,149,221 | +$638,317 | +25.42% | |
| Alliancebernstein L.P. | 0.00% | 81,814 | $2,393,878 | $2,676,136 | +$282,258 | +11.79% | |
| Millennium Management Llc | 0.00% | 90,521 | $2,376,176 | $2,960,942 | +$584,766 | +24.61% | |
| Y-Intercept (Hong Kong) Ltd | 0.05% | 88,471 | $2,307,324 | $2,893,886 | +$586,562 | +25.42% | |
| Squarepoint Ops Llc | 0.00% | 78,627 | $2,063,959 | $2,571,889 | +$507,930 | +24.61% | |
| Boston Partners | 0.00% | 68,370 | $1,783,090 | $2,236,383 | +$453,293 | +25.42% | |
| Los Angeles Capital Management Llc | 0.01% | 61,960 | $1,626,451 | $2,026,712 | +$400,261 | +24.61% | |
| Sanctuary Advisors, Llc | 0.01% | 61,233 | $1,607,366 | $2,002,931 | +$395,565 | +24.61% |
Frequently asked questions about HRTG
Who owns the most HRTG stock?
The largest holders of HRTG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HERITAGE INSURANCE HOLDINGS (HRTG).
Is HRTG widely held by superinvestors?
Many widely followed stocks like HRTG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HRTG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.