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 12 sales; 188 institutions reported holding it in 13F filings for Q2 2026, worth $488.2M in total; no superinvestor holds it.
Holders of 5% or more of HRTG
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Heritage Insurance Holdings, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Hyer Raymond T | 13G/A | 7.03%2.18M shares | – | Aug 4, 20251 filing | Aug 4, 2025 | SEC |
| Vanguard Group Inc | 13G | 5.30%1.65M shares | New | Oct 30, 20251 filing | Oct 30, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
4 Schedule 13D and 13G filings on Heritage Insurance Holdings, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Oct 30, 20253:17 PM ET | Vanguard Group Inc | 13G | 5.30%1.65M shares | New | Sep 30, 2025 | SEC |
| Aug 4, 20254:05 PM ET | Hyer Raymond Tand 2 others | 13G/A | 7.03%2.18M shares | – | Jun 30, 2025 | SEC |
| Apr 15, 202512:18 PM ET | Dimensional Fund Advisors LP | 13G/A | 3.60%1.54M shares | −1.50 ppfrom 5.10%Below 5% | Mar 31, 2025 | SEC |
| Jan 23, 20253:55 PM ET | Dimensional Fund Advisors LP | 13G | 5.10%1.57M shares | New | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Heritage Insurance Holdings, Inc. shares.
No Form 144 notices for Heritage Insurance Holdings, Inc. are on file.