Who Owns Heritage Insurance Holdings, Inc. (HRTG)?Hedge Fund & Institutional Holders

$27.92-0.22 (-0.78%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.879132000280002e+205T

% of Float Held

7.532582155158876e+286%

QoQ Change in Holders

+13 / -0

Price History

$9.34$14.79$20.24$25.69$31.14Aug 24Jun 25Mar 26

HRTG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+122K+$3.3M
Arkadios Wealth AdvisorsNew Position+137K+$3.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+101K+$3.0M
DENALI ADVISORS LLCNew Position+85K+$2.5M
Bank of New York Mellon CorpNew Position+108K+$2.0M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNew Position+86K+$2.0M
Annis Gardner Whiting Capital Advisors, LLCNew Position+77K+$2.0M
HRT FINANCIAL LPIncreased+46K+$1.9M
ACADIAN ASSET MANAGEMENT LLCIncreased+12K+$1.5M
TRUIST FINANCIAL CORPNew Position+37K+$1.1M
LOS ANGELES CAPITAL MANAGEMENT LLCNew Position+72K+$1.0M
BNP Paribas Asset Management Holding S.A.New Position+55K+$1.0M
Cerity Partners LLCNew Position+43K+$1.0M
Swiss National BankNew Position+49K+$1.0M
Point72 Asset Management, L.P.New Position+35K+$1.0M

HRTG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
DIMENSIONAL FUND ADVISORS LPDecreased-52K-$31.7B
MARSHALL WACE, LLPDecreased-497K-$25.8B
Connor, Clark & Lunn Investment Management Ltd.Decreased-46K-$15.8B
Pacific Ridge Capital Partners, LLCDecreased-87K-$11.5B
JACOBS LEVY EQUITY MANAGEMENT, INCDecreased-80K-$10.7B
MORGAN STANLEYDecreased-91K-$9.1B
RENAISSANCE TECHNOLOGIES LLCDecreased-91K-$6.9B
MILLENNIUM MANAGEMENT LLCDecreased-205K-$6.4B
CITADEL ADVISORS LLCDecreased-95K-$6.2B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDecreased-100K-$6.1B
TUDOR INVESTMENT CORP ET ALDecreased-914-$4.7B
SEGALL BRYANT & HAMILL, LLCDecreased-2K-$4.4B
JANE STREET GROUP, LLCDecreased-113K-$3.8B
BANK OF AMERICA CORP /DE/Decreased-45K-$3.7B
RAYMOND JAMES FINANCIAL INCDecreased-2K-$2.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC1,667,505$48.8M0.00%Share
2DIMENSIONAL FUND ADVISORS LP1,119,522$32.0M0.01%Share
3BlackRock, Inc.987,554$28.0M0.00%Share
4AMERICAN CENTURY COMPANIES INC926,776$27.0M0.01%Share
5BlackRock, Inc.843,678$24.0M0.00%Share
6PRUDENTIAL FINANCIAL INC772,718$22.0M0.03%Share
7GEODE CAPITAL MANAGEMENT, LLC591,674$17.0M0.00%Share
8Connor, Clark & Lunn Investment Management Ltd.580,323$16.0M0.04%Share
9STATE STREET CORP507,577$14.0M0.00%Share
10Assenagon Asset Management S.A.462,481$13.5M0.02%Share
11ACADIAN ASSET MANAGEMENT LLC469,292$13.0M0.02%Share
12AQR CAPITAL MANAGEMENT LLC408,491$11.0M0.01%Share
13Pacific Ridge Capital Partners, LLC371,953$10.9M2.39%Share
14JACOBS LEVY EQUITY MANAGEMENT, INC343,744$10.0M0.04%Share
15MARSHALL WACE, LLP356,755$10.0M0.01%Share
16UBS Group AG291,212$8.5M0.00%Share
17Qube Research & Technologies Ltd292,183$8.0M0.01%Share
18BRIDGEWAY CAPITAL MANAGEMENT, LLC248,801$7.0M0.15%Share
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC255,174$7.0M0.00%Share
20MORGAN STANLEY214,356$6.0M0.00%Share
21NORTHERN TRUST CORP213,793$6.0M0.00%Share
22Informed Momentum Co LLC188,956$5.5M0.62%Share
23Quartz Partners, LLC187,356$5.5M2.04%Share
24SEGALL BRYANT & HAMILL, LLC172,939$5.1M0.07%Share
25TUDOR INVESTMENT CORP ET AL185,466$5.0M0.01%Share
26RENAISSANCE TECHNOLOGIES LLC181,681$5.0M0.01%Share
27HRT FINANCIAL LP171,405$5.0M0.02%Share
28Trexquant Investment LP154,443$4.5M0.04%Share
29VANGUARD GROUP INC151,536$4.4M0.00%Share
30MARSHALL WACE, LLP170,724$4.0M0.00%Share
31CITADEL ADVISORS LLC149,825$4.0M0.00%Share
32Nuveen, LLC165,842$4.0M0.00%Share
33ARROWSTREET CAPITAL, LIMITED PARTNERSHIP143,316$4.0M0.00%Share
34PEAK6 LLC159,100$4.0M0.01%Call
35Empowered Funds, LLC150,701$4.0M0.03%Share
36AMERIPRISE FINANCIAL INC143,398$4.0M0.00%Share
37SUSQUEHANNA INTERNATIONAL GROUP, LLP112,500$3.0M0.00%Call
38FMR LLC110,409$3.0M0.00%Share
39GOLDMAN SACHS GROUP INC111,621$3.0M0.00%Share
40CITADEL ADVISORS LLC109,900$3.0M0.00%Call
41BlackRock, Inc.128,415$3.0M0.00%Share
42PRINCIPAL FINANCIAL GROUP INC99,775$2.9M0.00%Share
43DENALI ADVISORS LLC85,115$2.5M0.28%Share
44BlackRock, Inc.77,727$2.0M0.00%Share
45BlackRock, Inc.77,909$2.0M0.00%Share
46FRANKLIN RESOURCES INC87,368$2.0M0.00%Share
47DIMENSIONAL FUND ADVISORS LP69,100$2.0M0.00%Share
48BANK OF AMERICA CORP /DE/99,610$2.0M0.00%Share
49BlackRock, Inc.69,086$2.0M0.00%Share
50RAYMOND JAMES FINANCIAL INC94,983$2.0M0.00%Share

HRTG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025198$492.7M+63
Q3 2025135$430.1B-15
Q2 2025150$345.9B+18
Q1 2025132$232.3B+13
Q4 2024119$1.9T+17
Q3 2024102$108.0T+10
Q2 202492$40.7T+8
Q1 202484$61.9T—

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As of Q4 2025, 50 institutional investors hold HRTG (Heritage Insurance Holdings, Inc.). The largest holder is VANGUARD GROUP INC with $48.8M in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own HRTG?

As of Q4 2025, 50 institutional investors report holding HRTG (Heritage Insurance Holdings, Inc.) in their 13F filings.

Who is the largest institutional holder of HRTG?

The largest institutional holder of HRTG is VANGUARD GROUP INC with $48.8M in shares.

Is institutional ownership of HRTG increasing or decreasing?

This quarter, 13 institutions opened new positions in HRTG and 0 closed their positions.