Heritage Insurance Holdings, Inc. (HRTG) Institutional Ownership

Ownership Summary

Heritage Insurance Holdings, Inc. (NYSE:HRTG) appears in 193 institutional 13F filings for the quarter ending December 2025.

• These investors held 61.7% of outstanding shares in December 2025, up from 61.4% in September 2025.
• 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.
• Activity in HRTG broke down as 124 buyers, 51 sellers, and 18 unchanged among 193 total holders.
• Institutional investors collectively 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. leads ownership in HRTG with 2.19Mn shares as of December 31, 2025, equal to 7.06% of outstanding shares.
• The biggest buyers of Heritage Insurance Holdings for the quarter ending December 2025 included VANGUARD CAPITAL MANAGEMENT LLC (1.0Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (846.69K), TWO SIGMA INVESTMENTS, LP (191.21K), JANE STREET GROUP, LLC (169.33K), VANGUARD FIDUCIARY TRUST CO (156.34K).
• The largest sellers of Heritage Insurance Holdings for the quarter ending December 2025 were Prudential Financial Inc (342.83K), Informed Momentum Co LLC (170.11K), MARSHALL WACE, LLP (152.57K), Empowered Funds, LLC (142.33K), TUDOR INVESTMENT CORP ET AL (135.4K).
• Business Quant data shows the 10 biggest positions in Heritage Insurance Holdings as of December 2025 are held by BlackRock, Inc. (2.19Mn), DIMENSIONAL FUND ADVISORS LP (1.25Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.0Mn), AMERICAN CENTURY COMPANIES INC (988.95K), VANGUARD PORTFOLIO MANAGEMENT LLC (846.69K), GEODE CAPITAL MANAGEMENT, LLC (738.89K), Connor, Clark & Lunn Investment Management Ltd. (550.87K), State Street Corp (525.1K), Prudential Financial Inc (492.09K), Assenagon Asset Management S.A. (461.84K).