Heritage Insurance Holdings, Inc. (HRTG) Institutional Ownership

Ownership Summary

Heritage Insurance Holdings, Inc. (NYSE:HRTG) appears in 185 institutional 13F filings for the quarter ending March 2026.

• These investors held 628647.5% of outstanding shares in March 2026, down from 644000.3% in December 2025.
• Their total shares held in HRTG increased 12.5% from the prior quarter, while the number of investors in Heritage Insurance Holdings increased 39.1% year over year.
• Of these 185 funds, 95 grew their exposure to Heritage Insurance Holdings, 67 cut back, and 23 maintained positions.
• The aggregate institutional position in Heritage Insurance Holdings amounted to 18.86Mn shares as of March 2026, up by 2.1Mn shares quarter on quarter, and up 1.55Mn shares year over year.
• BlackRock, Inc. leads ownership in HRTG with 2.19Mn shares as of March 31, 2026, equal to 73012.33% of outstanding shares.
• The biggest buyers of Heritage Insurance Holdings for the quarter ending March 2026 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).
• Leading sellers of Heritage Insurance Holdings shares for the quarter ending March 2026 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).
• According to Business Quant data, leading holders of HRTG for March 2026 are 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).