$HRTG

$34.73 -$1.48 (4.09%) Close

$HRTG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 29.7M shares outstanding

Who owns HRTG?

By type of holder

Institutions 62.9% Insiders 11.0% Everyone else 26.1%

Concentration Top 10 holders own 33.9%

BlackRock, Inc. 7.9% · Dimensional Fund Advisors LP 4.4%

Institutional ownership

62.9%

-0.6 pts vs last qtr

Institutional holders

186

-4 vs last qtr

Net shares bought

−182.0K

by institutions in Q2 2026

New / sold out

32 / 36

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jane Street Group, LLC +269.7K
Millennium Management LLC +157.1K

Biggest sellers in Q2 2026

Acadian Asset Management LLC −357.4K
Marshall Wace, LLP −271.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$9.19M

42 notices from 10 people

Shares covered

323.2K

1.09% of the company

Arranged in advance

65%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Timothy Moura Officer $2.54M
Sharon Binnun Officer 10b5-1 $1.77M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+4.4%

+0.48% a year

Each share's claim on the business

−4.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$131M vs $38.1M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years53% 3–5 years10% 1–3 years29% Under 1 year8%

Quarterly turnover

15.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HRTG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.3M	7.85%	+142.5K (+6.5%)	≤2021	0.0%
Shares held by quarter Peak holding2.3M (Q2'26) Change over 8 quarters+413.8K Share of the company7.850% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	1.3M	4.41%	+63.7K (+5.1%)	≤2021	0.0%
Shares held by quarter Peak holding1.6M (Q4'24) Change over 8 quarters−65.5K Share of the company4.410% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

2.3M

% of company

7.85%

Change vs last qtr

+142.5K (+6.5%)

Held since

≤2021

Dimensional Fund Advisors LP

1.3M

% of company

4.41%

Change vs last qtr

+63.7K (+5.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Heritage Insurance Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HRTG on Form N-PORT; together they hold 31.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$19M	730.4K	2.46%	0.00%	June 30, 2026
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$19M	874.6K	2.94%	0.07%	May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$19M

% of company

2.46%

% of the fund

0.00%

As of

June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$19M

% of company

2.94%

% of the fund

0.07%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Heritage Insurance Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GE Garateix Ernie J Insider	1.0M	3.48%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.480% Garateix Ernie J's insider activity →
LK Lusk Kirk Insider	492.5K	1.66%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.660% Lusk Kirk's insider activity →

Garateix Ernie J

Insider

1.0M

% of company

3.48%

Change vs last qtr

—

Held since

—

Lusk Kirk

Insider

492.5K

% of company

1.66%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of Heritage Insurance Holdings Inc.

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