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.
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 | 7.04%2.09M shares | +0.01 ppfrom 7.03% | May 25, 20227 filings | Sep 25, 2026 | 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
20 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 |
|---|---|---|---|---|---|---|
| Sep 25, 20264:05 PM ET | Hyer Raymond T | 13G/A | 7.04%2.09M shares | +0.01 ppfrom 7.03% | Aug 27, 2026 | SEC |
| Mar 27, 20269:30 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −5.30 ppfrom 5.30%Below 5% | Mar 13, 2026 | SEC |
| 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 | – | Dec 31, 2024 | SEC |
| Nov 8, 2024 | BlackRock, Inc. | 13GOld format | – | – | – | SEC |
| Oct 24, 2024 | BlackRock, Inc. | 13GOld format | – | New | – | SEC |
| Jun 10, 2024 | Driehaus Capital Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 21, 2024 | Hyer Raymond T | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | Driehaus Capital Management LLC | 13GOld format | – | New | – | SEC |
| Feb 15, 2023 | Hyer Raymond T | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Hyer Raymond T | 13G/AOld format | – | – | – | SEC |
| Aug 12, 2022 | Hyer Raymond T | 13G/AOld format | – | – | – | SEC |
| Jul 8, 20224:56 PM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| May 25, 2022 | Hyer Raymond T | 13GOld format | – | New | – | SEC |
| Feb 8, 2022 | Dimensional Fund Advisors LP | 13G/AOld format | – | – | – | SEC |
| Feb 3, 20224:41 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Dimensional Fund Advisors LP | 13GOld format | – | New | – | SEC |
| Jan 29, 20219:56 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
53 notices from officers, directors and other affiliates planning to sell Heritage Insurance Holdings, Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Oct 19, 20264:24 PM ET | Timothy JohnsOfficer | 3.50K | $125.2K | Oct 19, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 18, 20264:19 PM ET | Timothy JohnsOfficer | 3.50K | $124.0K | Sep 18, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 14, 20264:36 PM ET | Ernesto J GarateixOfficer | 2.50K | $88.1K | Sep 14, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 9, 20264:25 PM ET | Sharon Ann BinnunOfficer | 6.57K | $222.0K | Sep 9, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 3, 20264:01 PM ET | Ernesto J GarateixOfficer | 2.50K | $87.8K | Sep 3, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 1, 20264:35 PM ET | Sharon BinnunOfficer | 9.20K | $309.3K | Sep 1, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 24, 20265:09 PM ET | Ernesto J GarateixOfficer | 10.0K | $348.8K | Aug 24, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 19, 20264:26 PM ET | Timothy JohnsOfficer | 3.50K | $117.9K | Aug 19, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 18, 20264:07 PM ET | Ernesto J GarateixOfficer | 5.00K | $172.7K | Aug 18, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 17, 20264:56 PM ET | Ernesto J GarateixOfficer | 5.00K | $171.3K | Aug 17, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 17, 20264:51 PM ET | Kirk H LuskOfficer | 10.0K | $341.6K | Aug 17, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 10, 20262:07 PM ET | Timothy MouraOfficer | 15.1K | $494.5K | Aug 10, 2026 | Merrill Lynch | SEC |
| Aug 3, 20264:18 PM ET | Sharon BinnunOfficer | 9.20K | $270.2K | Aug 3, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jul 1, 20265:02 PM ET | Sharon BinnunOfficer | 9.20K | $239.9K | Jul 1, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jun 22, 20264:45 PM ET | Sharon BinnunOfficer | 9.20K | $214.1K | Jun 22, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 1, 20264:41 PM ET | Sharon BinnunOfficer | 9.20K | $269.7K | May 1, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 20, 20264:33 PM ET | Ernesto Garateix & Yvette GarateixDirector · Officer | 7.47K | $203.3K | Apr 20, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 20, 20264:30 PM ET | Ernesto GarateixDirector · Officer | 867 | $23.6K | Apr 20, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 1, 20264:51 PM ET | Timothy MouraOfficer | 50.5K | $1.27M | Apr 1, 202610b5-1 | Merrill Lynch | SEC |
| Apr 1, 20264:42 PM ET | Sharon BinnunOfficer | 9.20K | $241.5K | Apr 1, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 20, 20264:41 PM ET | Ernesto GarateixDirector · Officer | 867 | $23.1K | Mar 20, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 20, 20264:41 PM ET | Ernesto Garateix & Yvette GarateixDirector · Officer | 7.47K | $198.8K | Mar 20, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 19, 20264:31 PM ET | Timothy MouraOfficer | 29.1K | $775.8K | Mar 19, 202610b5-1 | Merrill Lynch | SEC |
| Mar 17, 20264:30 PM ET | Sharon BinnunOfficer | 7.89K | $224.6K | Mar 17, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Feb 20, 20264:27 PM ET | Ernesto Garateix & Yvette GarateixDirector · Officer | 7.47K | $181.9K | Feb 20, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
Showing the latest 25. See the HRTG notices from the last 12 months