Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
31M
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
506K
-
Shares change
-
+319K
-
Total reported value, excl. options
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$12.7M
-
Value change
-
+$8.04M
-
Number of buys
-
7
-
Number of sells
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-3
-
Price
-
$25.18
Significant Holders of Heritage Insurance Holdings, Inc. - Common Stock (HRTG) as of Q3 2025
12 filings reported holding HRTG - Heritage Insurance Holdings, Inc. - Common Stock as of Q3 2025.
Heritage Insurance Holdings, Inc. - Common Stock (HRTG) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 506K shares
of 31M outstanding shares and own 1.63% of the company stock.
Largest 10 shareholders include Assenagon Asset Management S.A. (462K shares), CWM, LLC (20.2K shares), Voya Investment Management LLC (14.5K shares), USA FINANCIAL FORMULAS (3.49K shares), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (2.64K shares), Capital Advisors, Ltd. LLC (1.06K shares), Financial Management Professionals, Inc. (1.02K shares), GAMMA Investing LLC (269 shares), HARBOR CAPITAL ADVISORS, INC. (146 shares), and Farther Finance Advisors, LLC (118 shares).
This table shows the top 11 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.