Heritage Insurance Holdings, Inc. (HRTG) Ownership
HRTG ownership summary
as of October 18, 2026- Institutions
- 67.2% of shares outstanding
- Insiders
- 19.74% of shares outstanding
- Shares outstanding
- 29.7M
- Float
- 22.7M shares available to trade
- Short interest
- 2.92% 786K shares short
- Days to cover
- 2.72 short interest down 1.8% vs prior month
- Institutions 67.19%
- Insiders 19.74%
- Other investors 13.07%
HRTG top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 7.85% | 2.3M | $83.4M | +142,519 (+6.5%) | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 4.41% | 1.3M | $46.9M | +63,692 (+5.1%) | June 30, 2026 |
| 3 | American Century Companies Inc | 3.59% | 1.1M | $38.2M | +77,985 (+7.9%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 3.41% | 1.0M | $36.3M | +12,415 (+1.2%) | June 30, 2026 |
| 5 | Vanguard Portfolio Management, LLC | 3.19% | 949K | $33.9M | +102,397 (+12.1%) | June 30, 2026 |
| 6 | Geode Capital Management, LLC | 2.52% | 750K | $26.8M | +10,988 (+1.5%) | June 30, 2026 |
| 7 | State Street Corp | 1.90% | 564K | $20.2M | +38,909 (+7.4%) | June 30, 2026 |
| 8 | Connor Clark & Lunn Inv Mgmt Ltd | 1.86% | 554K | $19.8M | +2,689 (+0.5%) | June 30, 2026 |
| 9 | Assenagon Asset Management SA | 1.77% | 527K | $18.8M | +64,798 (+14.0%) | June 30, 2026 |
| 10 | Pacific Ridge Capital Partners, LLC | 1.68% | 500K | $17.9M | +94,603 (+23.3%) | June 30, 2026 |
| 11 | Jane Street Group LLC | 1.61% | 478K | $17.1M | +269,727 (+129.6%) | June 30, 2026 |
| 12 | Morgan Stanley - Brokerage Accounts | 1.29% | 384K | $13.7M | +99,087 (+34.8%) | June 30, 2026 |
| 13 | AQR Capital Management LLC | 1.23% | 366K | $13.1M | +16,634 (+4.8%) | June 30, 2026 |
| 14 | Two Sigma Investments LLC | 1.21% | 360K | $12.9M | +85,433 (+31.1%) | June 30, 2026 |
| 15 | Jacobs Levy Equity Management, Inc. | 1.14% | 338K | $12.1M | −20,904 (−5.8%) | June 30, 2026 |
| 16 | Nuveen, LLC | 1.02% | 304K | $10.9M | +134,118 (+78.9%) | June 30, 2026 |
| 17 | Bridgeway Capital Management, LLC | 0.87% | 260K | $9.3M | — | June 30, 2026 |
| 18 | Northern Trust Corp | 0.84% | 251K | $9.0M | +9,804 (+4.1%) | June 30, 2026 |
| 19 | Millennium Management LLC | 0.83% | 248K | $8.9M | +157,068 (+173.5%) | June 30, 2026 |
| 20 | Prudential Financial Inc | 0.80% | 239K | $8.6M | −252,890 (−51.4%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 17 holders added 1.4M shares and 2 cut 274K.
HRTG top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 3.33% | 990K | $35.4M | +840 (+0.1%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.46% | 730K | $26.1M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.19% | 652K | $23.3M | −7,488 (−1.1%) | September 30, 2026 |
| 4 | Fidelity Enhanced Small Cap Core ETF | 0.96% | 285K | $10.2M | +597 (+0.2%) | September 30, 2026 |
| 5 | Fidelity Small Cap Index | 0.91% | 271K | $9.7M | +2,278 (+0.8%) | July 31, 2026 |
| 6 | Vanguard Explorer Inv | 0.87% | 258K | $9.2M | −10,196 (−3.8%) | June 30, 2026 |
| 7 | DFA US Targeted Value I | 0.84% | 251K | $9.0M | — | August 31, 2026 |
| 8 | iShares Russell 2000 Value ETF | 0.79% | 235K | $8.4M | +356 (+0.2%) | September 30, 2026 |
| 9 | Nuveen Quant Small Cap Equity R6 | 0.78% | 233K | $8.3M | — | August 31, 2026 |
| 10 | Vanguard Strategic Small-Cap Equity Inv | 0.77% | 228K | $8.2M | +37,858 (+19.9%) | June 30, 2026 |
| 11 | Applied Finance Explorer Institutional | 0.76% | 227K | $8.1M | +1,958 (+0.9%) | July 31, 2026 |
| 12 | Dimensional US Targeted Value ETF | 0.73% | 218K | $7.8M | +53 (+0.0%) | September 30, 2026 |
| 13 | EA Bridgeway Omni Small-Cap Value ETF | 0.54% | 162K | $5.8M | — | September 30, 2026 |
| 14 | Vanguard Russell 2000 ETF | 0.48% | 144K | $5.2M | +1,831 (+1.3%) | September 30, 2026 |
| 15 | DFA US Small Cap I | 0.46% | 137K | $4.9M | — | August 31, 2026 |
| 16 | Schwab US Small-Cap ETF™ | 0.43% | 127K | $4.5M | +81 (+0.1%) | September 30, 2026 |
| 17 | Vanguard Market Neutral I | 0.40% | 119K | $4.2M | +40,836 (+52.5%) | June 30, 2026 |
| 18 | DFA US Micro Cap I | 0.38% | 113K | $4.1M | +192 (+0.2%) | August 31, 2026 |
| 19 | Fidelity Extended Market Index | 0.37% | 110K | $3.9M | −2,029 (−1.8%) | August 31, 2026 |
| 20 | Dimensional US Small Cap ETF | 0.35% | 103K | $3.7M | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HRTG insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-20 | Ernie J Garateix | Sell | $27.56 | 8,334 | $229,685 |
| 2026-04-02 | Timothy Moura | Sell | $25.76 | 24,769 | $638,049 |
| 2026-04-01 | Sharon Binnun | Sell | $25.72 | 9,200 | $236,624 |
| 2026-04-01 | Timothy Moura | Sell | $25.79 | 25,721 | $663,345 |
| 2026-03-20 | Ernie J Garateix | Sell | $25.39 | 8,334 | $211,600 |
| 2026-03-19 | Timothy Moura | Sell | $26.63 | 29,133 | $775,812 |
| 2026-03-17 | Sharon Binnun | Sell | $28.35 | 7,893 | $223,767 |
| 2026-02-20 | Ernie J Garateix | Sell | $24.12 | 8,334 | $201,016 |
| 2026-01-20 | Ernie J Garateix | Sell | $26.03 | 8,334 | $216,934 |
| 2025-12-22 | Ernie J Garateix | Sell | $29.48 | 8,334 | $245,686 |
| 2025-12-12 | Ernie J Garateix | Sell | $28.85 | 1,709 | $49,305 |
| 2025-12-11 | Ernie J Garateix | Sell | $28.42 | 6,291 | $178,790 |
| 2025-12-09 | Ernie J Garateix | Sell | $28.36 | 7,000 | $198,520 |
| 2025-12-02 | Kirk Lusk | Sell | $28.21 | 8,331 | $235,018 |
| 2025-11-20 | Ernie J Garateix | Sell | $26.94 | 8,334 | $224,518 |
| 2025-11-18 | Richard A Widdicombe | Sell | $29.40 | 50,000 | $1.5M |
| 2025-11-12 | Ernie J Garateix | Sell | $30.39 | 5,000 | $151,950 |
| 2025-11-11 | Ernie J Garateix | Sell | $29.10 | 10,000 | $291,000 |
| 2025-11-05 | Kirk Lusk | Sell | $24.18 | 19,929 | $481,883 |
| 2025-11-04 | Kirk Lusk | Sell | $24.00 | 71 | $1,704 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HRTG shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HRTG
Institutional investors own 67.2% of Heritage Insurance's shares and insiders 19.74%. The largest holder is BlackRock Inc with 7.85% of the shares (2.3M), as of June 30, 2026. Among the top 20 institutions, 17 added shares and 2 reduced their stake in the latest filings. Short interest is 2.92% of the float, or 2.72 days of average trading volume. The share count rose 3.5% since 2014.
Related: HRTG analyst forecast, HRTG key metrics. See the HRTG stock overview for the latest quote and news.
HRTG ownership FAQ
Who owns the most Heritage Insurance stock?
The largest shareholders of Heritage Insurance are BlackRock Inc (7.85%), Dimensional Fund Advisors, Inc. (4.41%), American Century Companies Inc (3.59%), Vanguard Capital Management, LLC (3.41%), Vanguard Portfolio Management, LLC (3.19%).
What percentage of Heritage Insurance is owned by institutions?
Institutions hold 67.2% of Heritage Insurance's shares outstanding; insiders hold 19.74%.
Which funds own Heritage Insurance?
The largest fund holders of Heritage Insurance are Avantis US Small Cap Value ETF (3.33%), Vanguard MStar Total Stk Mkt Idx Invest (2.46%), iShares Russell 2000 ETF (2.19%), Fidelity Enhanced Small Cap Core ETF (0.96%), Fidelity Small Cap Index (0.91%).
What is Heritage Insurance's short interest?
786K shares of Heritage Insurance were sold short, 2.92% of the float; at the average daily volume it would take 2.72 days to cover.
Are insiders buying or selling Heritage Insurance?
Of the latest 20 reported insider transactions in Heritage Insurance (since November 4, 2025), 0 were purchases and 20 were sales.
How many shares of Heritage Insurance are outstanding?
Heritage Insurance has 29.7M shares outstanding, of which 22.7M are in the public float.