HRTG Institutional Ownership & Shareholders
HERITAGE INSURANCE HOLDINGS (HRTG) is currently held by 185 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $489.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $85.90M, representing an estimated gain of +41.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed HRTG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, American Century Companies Inc, 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
185
Total Reported Value
$489.52M
Largest Holder
Blackrock, Inc.
Largest Position
$60.84M
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
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 | $85,896,973 | +$25,055,228 | +41.18% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,310,615 | $34,181,946 | $48,256,844 | +$14,074,898 | +41.18% | |
| American Century Companies Inc | 0.01% | 1,066,936 | $27,825,691 | $39,284,584 | +$11,458,893 | +41.18% | |
| Vanguard Capital Management Llc | 0.00% | 1,013,658 | $26,436,201 | $37,322,888 | +$10,886,687 | +41.18% | |
| Vanguard Portfolio Management Llc | 0.00% | 949,090 | $24,752,267 | $34,945,494 | +$10,193,227 | +41.18% | |
| Geode Capital Management, Llc | 0.00% | 749,878 | $19,559,177 | $27,610,508 | +$8,051,331 | +41.16% | |
| State Street Corp | 0.00% | 564,008 | $14,709,329 | $20,766,775 | +$6,057,446 | +41.18% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | 553,556 | $14,436,740 | $20,381,932 | +$5,945,192 | +41.18% | |
| Pacific Ridge Capital Partners, Llc | 2.37% | 500,463 | $13,052,075 | $18,427,048 | +$5,374,973 | +41.18% | |
| Jane Street Group, Llc | 0.01% | 477,890 | $12,463,372 | $17,595,910 | +$5,132,538 | +41.18% | |
| Morgan Stanley | 0.00% | 384,171 | $10,019,199 | $14,145,176 | +$4,125,977 | +41.18% | |
| Aqr Capital Management Llc | 0.00% | 365,883 | $9,542,228 | $13,471,812 | +$3,929,584 | +41.18% | |
| Two Sigma Investments, Lp | 0.01% | 359,975 | $9,388,148 | $13,254,280 | +$3,866,132 | +41.18% | |
| Assenagon Asset Management S.A. | 0.01% | 282,917 | $9,378,699 | $10,417,004 | +$1,038,305 | +11.07% | |
| Jacobs Levy Equity Management, Inc | 0.03% | 337,778 | $8,809,250 | $12,436,986 | +$3,627,736 | +41.18% | |
| Nuveen, Llc | 0.00% | 304,016 | $7,928,737 | $11,193,869 | +$3,265,132 | +41.18% | |
| Bridgeway Capital Management, Llc | 0.12% | 259,973 | $6,780,096 | $9,572,206 | +$2,792,110 | +41.18% | |
| Northern Trust Corp | 0.00% | 251,219 | $6,551,791 | $9,249,884 | +$2,698,093 | +41.18% | |
| Millennium Management Llc | 0.00% | 247,589 | $6,457,121 | $9,116,227 | +$2,659,106 | +41.18% | |
| Prudential Financial Inc | 0.01% | 239,202 | $6,238,388 | $8,807,418 | +$2,569,030 | +41.18% | |
| Bank Of America Corp | 0.00% | 232,737 | $6,069,781 | $8,569,376 | +$2,499,595 | +41.18% | |
| Citadel Advisors Llc | 0.00% | 228,953 | $5,971,094 | $8,430,049 | +$2,458,955 | +41.18% | |
| Trexquant Investment Lp | 0.03% | 193,259 | $5,040,195 | $7,115,796 | +$2,075,601 | +41.18% | |
| Charles Schwab Investment Management Inc | 0.00% | 192,190 | $5,012,315 | $7,076,436 | +$2,064,121 | +41.18% | |
| Quartz Partners, Llc | 1.61% | 188,809 | $4,924,139 | $6,951,947 | +$2,027,808 | +41.18% | |
| Goldman Sachs Group Inc | 0.00% | 174,418 | $4,548,822 | $6,422,071 | +$1,873,249 | +41.18% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 167,311 | $4,363,471 | $6,160,391 | +$1,796,920 | +41.18% | |
| Empowered Funds, Llc | 0.02% | 162,183 | $4,229,733 | $5,971,578 | +$1,741,845 | +41.18% | |
| Segall Bryant & Hamill, Llc | 0.05% | 153,247 | $3,996,682 | $5,642,555 | +$1,645,873 | +41.18% | |
| D. E. Shaw & Co., Inc. | 0.00% | 151,249 | $3,944,574 | $5,568,988 | +$1,624,414 | +41.18% | |
| Vanguard Fiduciary Trust Co | 0.00% | 151,069 | $3,939,880 | $5,562,361 | +$1,622,481 | +41.18% | |
| Annis Gardner Whiting Capital Advisors, Llc | 0.56% | 142,979 | $3,728,893 | $5,264,487 | +$1,535,594 | +41.18% | |
| Arkadios Wealth Advisors | 0.06% | 140,818 | $3,672,533 | $5,184,919 | +$1,512,386 | +41.18% | |
| Fmr Llc | 0.00% | 140,517 | $3,664,683 | $5,173,836 | +$1,509,153 | +41.18% | |
| Point72 Asset Management, L.P. | 0.01% | 130,487 | $3,403,101 | $4,804,531 | +$1,401,430 | +41.18% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 128,630 | $3,354,670 | $4,736,157 | +$1,381,487 | +41.18% |
| Qube Research & Technologies Ltd | 0.00% | 126,992 | $3,311,951 | $4,675,845 | +$1,363,894 | +41.18% | |
| Alliancebernstein L.P. | 0.00% | 113,854 | $2,988,668 | $4,192,104 | +$1,203,436 | +40.27% | |
| Bank Of New York Mellon Corp | 0.00% | 110,119 | $2,871,910 | $4,054,582 | +$1,182,672 | +41.18% | |
| Citigroup Inc | 0.00% | 103,086 | $2,688,482 | $3,795,627 | +$1,107,145 | +41.18% | |
| Marshall Wace, Llp | 0.00% | 103,081 | $2,688,353 | $3,795,442 | +$1,107,089 | +41.18% | |
| First Trust Advisors Lp | 0.00% | 96,277 | $2,510,904 | $3,544,919 | +$1,034,015 | +41.18% | |
| Balyasny Asset Management L.P. | 0.00% | 95,993 | $2,503,498 | $3,534,462 | +$1,030,964 | +41.18% | |
| Inspire Investing, Llc | 0.10% | 70,152 | $2,325,539 | $2,582,997 | +$257,458 | +11.07% | |
| Ubs Group Ag | 0.00% | 83,285 | $2,172,073 | $3,066,554 | +$894,481 | +41.18% | |
| Algert Global Llc | 0.03% | 81,624 | $2,128,754 | $3,005,396 | +$876,642 | +41.18% | |
| Y-Intercept (Hong Kong) Ltd | 0.05% | 62,266 | $2,064,118 | $2,292,634 | +$228,516 | +11.07% | |
| Jpmorgan Chase & Co | 0.00% | 76,852 | $2,021,207 | $2,829,691 | +$808,484 | +40.00% | |
| Instrumental Wealth, Llc | 0.97% | 60,060 | $1,990,989 | $2,211,409 | +$220,420 | +11.07% | |
| Picton Mahoney Asset Management | 0.02% | 73,288 | $1,911,352 | $2,698,464 | +$787,112 | +41.18% |
Frequently asked questions about HRTG
Who are the largest institutional holders of HRTG?
The largest institutional holders of HRTG reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, American Century Companies Inc, Vanguard Capital Management Llc, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported HRTG position.
What is HRTG institutional ownership?
This page tracks HRTG positions reported by institutional investment managers through SEC Form 13F. HERITAGE INSURANCE HOLDINGS (HRTG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HRTG?
InsiderSet currently tracks 185 institutional managers reporting HRTG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HRTG shareholders.
How much HRTG stock do institutions own?
Institutional investment managers disclosed approximately $489.52M in HRTG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HRTG institutional ownership last updated?
The latest HRTG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HRTG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HRTG position after the reporting date.
Are institutions buying or selling HRTG?
Institutional buying and selling can be analyzed by comparing HRTG positions across consecutive 13F reporting periods. InsiderSet's HRTG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HRTG ownership changes.
How has HRTG institutional ownership changed over time?
InsiderSet tracks HRTG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.