Heritage Insurance Holdings, Inc. - Common Stock (HRTG)

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Common Stock
Shares outstanding
31.1M
Number of holders
173
Total 13F shares, excl. options
18.6M
Shares change
+349K
Total reported value, excl. options
$468M
Value change
+$8.8M
Put/Call ratio
0.29
Number of buys
101
Number of sells
-78
Price
$25.18

Significant Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) as of Q3 2025

208 filings reported holding HRTG - Heritage Insurance Holdings, Inc. - Common Stock as of Q3 2025.
Heritage Insurance Holdings, Inc. - Common Stock (HRTG) has 173 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 18.6M shares of 31.1M outstanding shares and own 59.83% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (1.92M shares), VANGUARD GROUP INC (1.65M shares), DIMENSIONAL FUND ADVISORS LP (1.26M shares), MARSHALL WACE, LLP (1.02M shares), AMERICAN CENTURY COMPANIES INC (888K shares), PRUDENTIAL FINANCIAL INC (692K shares), GEODE CAPITAL MANAGEMENT, LLC (631K shares), Connor, Clark & Lunn Investment Management Ltd. (626K shares), Assenagon Asset Management S.A. (462K shares), and Pacific Ridge Capital Partners, LLC (459K shares).
This table shows the top 173 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.