Heritage Insurance Holdings, Inc. (HRTG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

31,021,780Shares Outstanding
19,146,411Shares held by institutions
$521,739,700Value of institutional holdings
61.72%Institutional ownership %
2.79%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 that have filed 13F reports for the period ending December 2025.

185 Institutional Holders

19,146,411 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 31 Mar, 2026 2,190,370 -23,360 -1.06% $57,497,212.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 1,246,923 36,879 3.05% $32,732,323.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 1,001,243 1,001,243 0.00% $26,282,629.00
AMERICAN CENTURY COMPANIES INC 31 Mar, 2026 988,951 62,175 6.71% $25,959,964.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Mar, 2026 846,693 846,693 0.00% $22,225,691.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 738,890 72,988 10.96% $19,398,850.00
Connor, Clark & Lunn Investment Management Ltd. 31 Mar, 2026 550,867 -29,456 -5.08% $14,460,259.00
State Street Corp 31 Mar, 2026 525,099 17,522 3.45% $13,783,849.00
Prudential Financial Inc 31 Mar, 2026 492,092 -342,826 -41.06% $12,917,415.00
Assenagon Asset Management S.A. 31 Mar, 2026 461,844 -637 -0.14% $12,123,405.00
Pacific Ridge Capital Partners, LLC 31 Mar, 2026 405,860 33,907 9.12% $10,653,825.00
ACADIAN ASSET MANAGEMENT LLC 31 Mar, 2026 386,624 -82,668 -17.62% $10,145.00
MARSHALL WACE, LLP 31 Mar, 2026 374,906 -152,573 -28.92% $9,841,286.00
JACOBS LEVY EQUITY MANAGEMENT, INC 31 Mar, 2026 358,682 14,938 4.35% $9,415,402.00
AQR CAPITAL MANAGEMENT LLC 31 Mar, 2026 349,249 -68,179 -16.33% $9,167,788.00
Goldman Sachs Group Inc 31 Mar, 2026 333,283 -13,755 -3.96% $8,748,679.00
Morgan Stanley 31 Mar, 2026 285,084 12,630 4.64% $7,483,474.00
TWO SIGMA INVESTMENTS, LP 31 Mar, 2026 274,542 191,213 229.47% $7,206,728.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC 31 Mar, 2026 259,973 11,172 4.49% $6,824,291.00
Northern Trust Corp 31 Mar, 2026 241,415 9,117 3.92% $6,337,144.00