Heritage Insurance Holdings, Inc.
HRTG- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001598665
In the last 90 days, Heritage Insurance Holdings, Inc. insiders filed 0 open-market purchases and 10 sales; 188 institutions reported holding it in 13F filings for Q2 2026, worth $488.2M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $992.7M
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $2.11M in total
- 10
- 13F holdersQ2 2026, +1 vs. previous quarter
- 188
- 13F valueReported value at the end of Q2 2026
- $488.2M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $847.3M
- +3.7% year over year
- Net income, FY2025
- $195.6M
- +217.8% year over year
- Free cash flow, FY2025
- $174.2M
- +120.8% year over year
- Revenue, Q3 FY2026
- $219.2M
- +3.2% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 747.0K
- Shares sold short
- Change
- −39.0K
- −5.0% vs. previous
- Days to cover
- 3.02
- At average daily volume
Superinvestors holding HRTG, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding HRTG at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Heritage Insurance Holdings, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 21, 2026 (view filing)5:04 PM ET | Oct 19 | 2 days | Johns Timothy ESee Remarks | SSale | −3.50K | $35.91 | −$125.7K | −16.0%18.4K after | 10b5-1 |
| Sep 22, 2026 (view filing)4:57 PM ET | Sep 18 | 4 days | Johns Timothy ESee Remarks | SSale | −3.50K | $34.74 | −$121.6K | −13.8%21.9K after | 10b5-1 |
| Sep 16, 2026 (view filing)4:58 PM ET | Sep 14 | 2 days | Garateix Ernie JChief Executive Officer | SSale | −2.50K | $35.25 | −$88.1K | −0.2%1.04M after | |
| Sep 11, 2026 (view filing)5:19 PM ET | Sep 9 | 2 days | Binnun SharonChief Accounting Officer | SSale | −6.57K | $33.82 | −$222.0K | −7.5%80.6K after | |
| Sep 8, 2026 (view filing)5:20 PM ET | Sep 3 | 5 days | Garateix Ernie JChief Executive Officer | SSale | −2.50K | $35.10 | −$87.8K | −0.2%1.04M after | |
| Sep 3, 2026 (view filing)4:54 PM ET | Sep 1 | 2 days | Binnun SharonChief Accounting Officer | SSale | −9.20K | $33.91 | −$312.0K | −9.5%87.2K after | 10b5-1 |
| Aug 26, 2026 (view filing)5:00 PM ET | Aug 24 | 2 days | Garateix Ernie JChief Executive Officer | SSale | −10.0K | $34.88 | −$348.8K | −1.0%1.04M after | |
| Aug 21, 2026 (view filing)5:02 PM ET | Aug 19 | 2 days | Johns Timothy ESee Remarks | SSale | −3.50K | $33.68 | −$117.9K | −12.1%25.4K after | 10b5-1 |
| Aug 19, 2026 (view filing)5:01 PM ET | Aug 17-18 | 2 days | Garateix Ernie JChief Executive Officer | SSale | −10.0K | $34.43 | −$344.3K | −0.9%1.05M after | 2 lots |
| Aug 19, 2026 (view filing)5:01 PM ET | Aug 17 | 2 days | Lusk KirkChief Financial Officer | SSale | −10.0K | $34.16 | −$341.6K | −2.0%492.5K after |
Top 10 13F holders, Q2 2026
See all 188 holdersThe largest institutional positions in Heritage Insurance Holdings, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,332,889 | $60.8M | 0.00% | +142,519+6.5% | Added |
| Dimensional Fund Advisors LP | 1,310,615 | $34.2M | 0.01% | +63,692+5.1% | Added |
| American Century Companies Inc | 1,066,936 | $27.8M | 0.01% | +77,985+7.9% | Added |
| Vanguard Capital Management LLC | 1,013,658 | $26.4M | 0.00% | +12,415+1.2% | Added |
| Vanguard Portfolio Management LLC | 949,090 | $24.8M | 0.00% | +102,397+12.1% | Added |
| Geode Capital Management, LLC | 749,878 | $19.6M | 0.00% | +10,988+1.5% | Added |
| State Street Corp | 564,008 | $14.7M | 0.00% | +38,909+7.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 553,556 | $14.4M | 0.03% | +2,689+0.5% | Added |
| Pacific Ridge Capital Partners, LLC | 500,463 | $13.1M | 2.37% | +94,603+23.3% | Added |
| Jane Street Group, LLC | 477,890 | $12.5M | 0.01% | +269,727+129.6% | Added |
Holders of 5% or more of HRTG
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Heritage Insurance Holdings, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Hyer Raymond T | 13G/A | 7.04%2.09M shares | +0.01 ppfrom 7.03% | May 25, 20227 filings | Sep 25, 2026 | SEC |