Heritage Insurance Holdings, Inc. (HRTG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

232,648Shares held by institutions

$6,102,357Value of institutional holdings

56.86%Institutional ownership %

7.17%Shares Changed QoQ

171No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Heritage Insurance Holdings, Inc. (NYSE:HRTG) showed up in the 13F filings of 193 institutional investors as of December 2025.

They owned 61.7% of outstanding stock in December 2025, up from 61.4% the prior quarter.
They increased total shares held in Heritage Insurance Holdings by 2.79% from the prior quarter, while the number of investors in HRTG increased 59.5% year over year.
Among the 193 funds, 124 bought more Heritage Insurance Holdings shares, 51 sold down, and 18 held their ground.
In total, institutional investors held 19.15Mn shares in Heritage Insurance Holdings as of December 2025, up by 520.44K shares quarter on quarter, and up 1.83Mn shares year over year.
BlackRock, Inc. is the top holder of Heritage Insurance Holdings as of December 31, 2025, with 2.21Mn shares representing 7.14% of outstanding stock.
The biggest buyers of Heritage Insurance Holdings for the quarter ending December 2025 included BlackRock, Inc. (289.44K), VANGUARD GROUP INC (234.3K), Empowered Funds, LLC (161.34K), Prudential Financial Inc (143.02K), Nuveen, LLC (109.31K).
The largest sellers of Heritage Insurance Holdings for the quarter ending December 2025 were MARSHALL WACE, LLP (496.88K), MILLENNIUM MANAGEMENT LLC (204.73K), Bank Of America Corp /De/ (191.59K), TUDOR INVESTMENT CORP ET AL (187.29K), JANE STREET GROUP, LLC (113.03K).
Heritage Insurance Holdings's 10 largest shareholders as of December 2025 include BlackRock, Inc. (2.21Mn), VANGUARD GROUP INC (1.88Mn), DIMENSIONAL FUND ADVISORS LP (1.21Mn), AMERICAN CENTURY COMPANIES INC (926.78K), Prudential Financial Inc (834.92K), GEODE CAPITAL MANAGEMENT, LLC (665.9K), Connor, Clark & Lunn Investment Management Ltd. (580.32K), MARSHALL WACE, LLP (527.48K), State Street Corp (507.58K), ACADIAN ASSET MANAGEMENT LLC (469.29K) per Business Quant data.

193 Institutional Holders

232,648 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	289,443	15.04%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	234,296	14.23%	$0.00
UBS Group AG	31 Dec, 2025	12,582	4.34%	$0.00
Barclays Plc	31 Dec, 2025	-33,461	-34.47%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-51,745	-4.10%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	102,662	54.17%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	158	0.00%	$0.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	38,324	4.31%	$0.00
Quartz Partners, LLC	31 Dec, 2025	14,628	8.47%	$0.00
Prudential Financial Inc	31 Dec, 2025	143,025	20.67%	$0.00
Nuveen, LLC	31 Dec, 2025	109,307	181.73%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	34,996	5.55%	$0.00
Trexquant Investment LP	31 Dec, 2025	1,963	1.29%	$0.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	-45,871	-7.33%	$0.00
Arkadios Wealth Advisors	31 Dec, 2025	8,980	7.00%	$0.00
MARSHALL WACE, LLP	31 Dec, 2025	-496,878	-48.51%	$0.00
Annis Gardner Whiting Capital Advisors, LLC	31 Dec, 2025	73	0.10%	$0.00
State Street Corp	31 Dec, 2025	52,041	11.42%	$0.00
Sanctuary Advisors, LLC	31 Dec, 2025	7,779	12.98%	$0.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	11,830	2.59%	$0.00

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