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Heritage Insurance Holdings, Inc. (HRTG) institutional ownership

Market cap$651M SectorFinancial Services
Funds holding · Q1 2026
187
reported HRTG position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
87 buyers · 100 sellers

Heritage Insurance Holdings, Inc. (HRTG) price and institutional activity

Dates

Q1 2026

$0 bought by 87 investors
Two Sigma Investments, LPVanguard +85 more
$0 sold by 100 investors
Prudential Financial IncInformed Momentum Co LLC +98 more
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Bought Sold Totals per quarter; hover a bar for the names.

Heritage Insurance Holdings, Inc. (HRTG) institutional activity · 187

Investor Type Est. change Change Δ Own Date
Prudential Financial Inc · Reduced
Change −343K Date Q1 2026
Prudential Financial Inc Reduced· Q1 2026 −343K Q1 2026
Two Sigma Investments, LP · Added
Change +191K Δ Own +229.5% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +191K +229.5% Q1 2026
Vanguard · Added
Change +185K Date Q1 2026
Vanguard Added· Q1 2026 +185K Q1 2026
Informed Momentum Co LLC · Reduced
Change −170K Date Q1 2026
Informed Momentum Co LLC Reduced· Q1 2026 −170K Q1 2026
Jane Street Group, LLC · Added
Change +169K Date Q1 2026
Jane Street Group, LLC Added· Q1 2026 +169K Q1 2026
Goldman Sachs Group Inc · Added
Change +160K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +160K Q1 2026
Marshall Wace, LLP · Reduced
Change −153K Date Q1 2026
Marshall Wace, LLP Reduced· Q1 2026 −153K Q1 2026
Invesco Ltd. · Added
Change +151K Δ Own +195.4% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +151K +195.4% Q1 2026
Tudor Investment Corp Et Al · Reduced
Change −135K Date Q1 2026
Tudor Investment Corp Et Al Reduced· Q1 2026 −135K Q1 2026
Hrt Financial LP · Reduced
Change −114K Date Q1 2026
Hrt Financial LP Reduced· Q1 2026 −114K Q1 2026
Principal Financial Group Inc · Exited
Change −101K Δ Own −100.0% Date Q1 2026
Principal Financial Group Inc Exited· Q1 2026 −101K −100.0% Q1 2026
UBS Group AG · Reduced
Change −99K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −99K Q1 2026
Bank of America Corp · Added
Change +94K Date Q1 2026
Bank of America Corp Added· Q1 2026 +94K Q1 2026
Healthcare of Ontario Pension Plan Trust Fund · Exited
Change −86K Δ Own −100.0% Date Q1 2026
Healthcare of Ontario Pension Plan Trust Fund Exited· Q1 2026 −86K −100.0% Q1 2026
Denali Advisors LLC · Exited
Change −85K Δ Own −100.0% Date Q1 2026
Denali Advisors LLC Exited· Q1 2026 −85K −100.0% Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 187

Famous investor activity in Heritage Insurance Holdings, Inc. (HRTG)

Heritage Insurance Holdings, Inc. (HRTG) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Binnun Sharon · Officer Sell −$244K
Price $26.58 Qty −9K Owned 106K ΔOwn −8.0% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Binnun Sharon Officer Sell $26.58 −9K −$244K 106K −8.0% Jul 1, 2026 Jul 2, 2026
Binnun Sharon · Officer Sell −$224K
Price $24.36 Qty −9K Owned 115K ΔOwn −7.4% Trade date Jun 22, 2026 Filed date Jun 24, 2026
Binnun Sharon Officer Sell $24.36 −9K −$224K 115K −7.4% Jun 22, 2026 Jun 24, 2026
Whiting Paul L. · Director Gift (G) -10K
Owned 96K Trade date Jun 11, 2026 Filed date Jun 12, 2026
Whiting Paul L. Director Gift (G) -10K 96K Jun 11, 2026 Jun 12, 2026
Vattamattam Joseph · Director Grant (A) 3K
Owned 64K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Vattamattam Joseph Director Grant (A) 3K 64K Jun 10, 2026 Jun 12, 2026
Whiting Paul L. · Director Grant (A) 3K
Owned 106K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Whiting Paul L. Director Grant (A) 3K 106K Jun 10, 2026 Jun 12, 2026
Barlas Irini · Director Grant (A) 3K
Owned 71K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Barlas Irini Director Grant (A) 3K 71K Jun 10, 2026 Jun 12, 2026
Apostolou Panagiotis · Director Grant (A) 3K
Owned 170K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Apostolou Panagiotis Director Grant (A) 3K 170K Jun 10, 2026 Jun 12, 2026
Widdicombe Richard A. · Director Grant (A) 3K
Owned 452K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Widdicombe Richard A. Director Grant (A) 3K 452K Jun 10, 2026 Jun 12, 2026
Whiting Paul L. · Director 2 operations +$377K
Price $23.50–$24.45 Qty +16K Owned 103K Trade date May 19, 2026 Filed date May 20, 2026
Whiting Paul L. Director 2 operations $23.50–$24.45 +16K +$377K 103K May 19, 2026 May 20, 2026
Binnun Sharon · Officer Sell −$267K
Price $28.99 Qty −9K Owned 124K Trade date May 1, 2026 Filed date May 5, 2026
Binnun Sharon Officer Sell $28.99 −9K −$267K 124K May 1, 2026 May 5, 2026
Garateix Ernie J. · Director 2 operations −$230K
Price $27.52–$28.40 Qty −8K Owned 1.1M Trade date Apr 20, 2026 Filed date Apr 21, 2026
Garateix Ernie J. Director 2 operations $27.52–$28.40 −8K −$230K 1.1M Apr 20, 2026 Apr 21, 2026
Moura Timothy · Officer 2 operations −$638K
Price $25.13–$26.08 Qty −25K Owned 160K Trade date Apr 2, 2026 Filed date Apr 3, 2026
Moura Timothy Officer 2 operations $25.13–$26.08 −25K −$638K 160K Apr 2, 2026 Apr 3, 2026
Moura Timothy · Officer 2 operations −$663K
Price $25.78–$26.21 Qty −26K Owned 185K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Moura Timothy Officer 2 operations $25.78–$26.21 −26K −$663K 185K Apr 1, 2026 Apr 3, 2026
Binnun Sharon · Officer 2 operations −$237K
Price $25.69–$26.19 Qty −9K Owned 133K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Binnun Sharon Officer 2 operations $25.69–$26.19 −9K −$237K 133K Apr 1, 2026 Apr 3, 2026
Garateix Ernie J. · Director, Officer Sell −$212K
Price $25.39 Qty −8K Owned 1.1M Trade date Mar 20, 2026 Filed date Mar 23, 2026
Garateix Ernie J. Director, Officer Sell $25.39 −8K −$212K 1.1M Mar 20, 2026 Mar 23, 2026
15 of 56
15 of 56 Sign in to continue to older insider transactions.

Heritage Insurance Holdings, Inc. (HRTG) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Hyer Raymond T 3.7M
% of shares outstanding 13.8% Filing date Feb 21, 2024
Hyer Raymond T 3.7M 13.8% Feb 21, 2024
Blackrock, Inc. 1.9M
% of shares outstanding 6.3% Filing date Nov 8, 2024
Blackrock, Inc. 1.9M 6.3% Nov 8, 2024
Dimensional Fund Advisors LP 1.3M
% of shares outstanding 4.6% Filing date Feb 8, 2022
Dimensional Fund Advisors LP 1.3M 4.6% Feb 8, 2022
BlackRock Inc. 1.2M
% of shares outstanding 4.4% Filing date Jul 8, 2022
BlackRock Inc. 1.2M 4.4% Jul 8, 2022
Driehaus Capital Management LLC 1.3M
% of shares outstanding 4.1% Filing date Jun 10, 2024
Driehaus Capital Management LLC 1.3M 4.1% Jun 10, 2024
5 of 5

Heritage Insurance Holdings, Inc. (HRTG) ownership FAQ

Who owns HRTG?

187 reporting institutions disclosed HRTG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.