Heritage Insurance Holdings, Inc. (HRTG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

31,021,780Shares Outstanding

19,320,009Shares held by institutions

$519,708,242Value of institutional holdings

62.28%Institutional ownership %

3.19%Shares Changed QoQ

193No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Heritage Insurance Holdings, Inc. (NYSE:HRTG) has 193 institutional investors with active 13F positions as of December 2025.

Their combined ownership stood at 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 last quarter, and the number of investors in HRTG increased 59.5% annually.
During the quarter, 124 of these 193 funds increased positions in HRTG, 51 reduced exposure, and 18 held steady.
The aggregate institutional position in Heritage Insurance Holdings amounted to 19.15Mn shares as of December 2025, up by 520.44K shares quarter on quarter, and up 1.83Mn shares year over year.
BlackRock, Inc. holds the largest position in HRTG at 2.21Mn shares as of December 31, 2025, or 7.14% of shares outstanding.
The largest buyers of Heritage Insurance Holdings for the quarter ending December 2025 were BlackRock, Inc. (289.44K), VANGUARD GROUP INC (234.3K), Goldman Sachs Group Inc (222.38K), Empowered Funds, LLC (161.34K), Prudential Financial Inc (143.02K).
The biggest sellers of Heritage Insurance Holdings for the quarter ending December 2025 included 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).
According to Business Quant data, leading holders of HRTG for December 2025 are 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).

193 Institutional Holders

19,320,009 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	2,213,730	289,443	15.04%	$64,773,739.00
VANGUARD GROUP INC	31 Dec, 2025	1,881,027	234,296	14.23%	$55,038,849.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,210,044	-51,745	-4.10%	$35,405,834.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	926,776	38,324	4.31%	$27,117,466.00
Prudential Financial Inc	31 Dec, 2025	834,918	143,025	20.67%	$24,429,701.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	665,902	34,996	5.55%	$19,486,246.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	580,323	-45,871	-7.33%	$16,980,251.00
MARSHALL WACE, LLP	31 Dec, 2025	527,479	-496,878	-48.51%	$15,434,035.00
State Street Corp	31 Dec, 2025	507,577	52,041	11.42%	$14,851,703.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	469,292	11,830	2.59%	$13,726.00
Assenagon Asset Management S.A.	31 Dec, 2025	462,481	406	0.09%	$13,532,194.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	417,428	17,431	4.36%	$12,213,943.00
Pacific Ridge Capital Partners, LLC	31 Dec, 2025	371,953	-86,976	-18.95%	$10,883,345.00
Goldman Sachs Group Inc	31 Dec, 2025	347,038	222,385	178.40%	$10,154,330.00
JACOBS LEVY EQUITY MANAGEMENT, INC	31 Dec, 2025	343,744	-80,288	-18.93%	$10,057,949.00
Empowered Funds, LLC	31 Dec, 2025	304,508	161,344	112.70%	$8,909,904.00
UBS Group AG	31 Dec, 2025	302,409	12,582	4.34%	$8,848,488.00
Qube Research & Technologies Ltd	31 Dec, 2025	292,183	102,662	54.17%	$8,549,275.00
Morgan Stanley	31 Dec, 2025	272,454	-90,755	-24.99%	$7,972,027.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	255,174	51,335	25.18%	$7,466,391.00

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