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 11 sales; 188 institutions reported holding it in 13F filings for Q2 2026, worth $488.2M in total; no superinvestor holds it.
Q1 2026 vs. Q4 2025
How the institutions holding Heritage Insurance Holdings, Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 201 | 4 | 190 | −7 |
| Shares | 19.0M | 1.94M | 18.9M | +1.79M (+10.5%) |
| Value | $556.2M | $56.6M | $496.0M | −$3.54M (−0.7%) |
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (26)
Institutions that held Heritage Insurance Holdings, Inc. at the end of Q1 2026 but not at the end of Q4 2025.
Sold out (33)
Institutions that held Heritage Insurance Holdings, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
Not filed for Q1 2026 yet (4)
Institutions that held Heritage Insurance Holdings, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 1,881,027 | $55.0M |
| Brandywine Global Investment Management, LLC | 51,500 | $1.51M |
| CIBC Private Wealth Group, LLC | 2,870 | $84.0K |
| Global Retirement Partners, LLC | 203 | $5.94K |