Heritage Insurance Hldgs Inc
Ownership
Ownership Structure
Who owns Heritage Insurance Hldgs Inc (HRTG)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 74.4% of the shares are freely tradable; institutional investors hold 66.7%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.37 | 2,190,370 | -1.1 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 4.41 | 1,310,615 | +5.1 | 06/30/2026 |
| American Century Companies Inc | 3.59 | 1,066,936 | +7.9 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.37 | 1,001,243 | +0.0 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 2.85 | 846,693 | +0.0 | 03/31/2026 |
| Geode Capital Management, LLC | 2.49 | 738,890 | +11.0 | 03/31/2026 |
| Connor Clark & Lunn Inv Mgmt Ltd | 1.85 | 550,867 | -5.1 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 3.25 | 965,573 | +0.1 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.46 | 730,399 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.19 | 652,378 | -0.6 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Garateix Ernie J | Chief Executive Officer | 1,035,955 | 36,672,807 $ | Sep 14, 2026 | direct |
| Lusk Kirk | Chief Financial Officer | 492,522 | 17,435,279 $ | Aug 17, 2026 | direct |
| Moura Timothy | See Remarks | 144,941 | 5,130,911 $ | Aug 10, 2026 | direct |
| Binnun Sharon | Chief Accounting Officer | 80,623 | 2,854,054 $ | Sep 9, 2026 | direct |
| Johns Timothy E | See Remarks | 25,438 | 900,505 $ | Aug 19, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | 2,500 | 35.25 | 88,135 |
| Sep 9, 2026 | Binnun Sharon | Chief Accounting Officer | Sell | 6,565 | 33.82 | 221,995 |
| Sep 3, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | 2,500 | 35.10 | 87,750 |
| Sep 1, 2026 | Binnun Sharon | Chief Accounting Officer | Sell | 9,200 | 33.91 | 311,994 |
| Aug 24, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | 10,000 | 34.88 | 348,750 |
| Aug 19, 2026 | Johns Timothy E | See Remarks | Sell | 3,500 | 33.68 | 117,864 |
| Aug 18, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | 5,000 | 34.55 | 172,725 |
| Aug 17, 2026 | Lusk Kirk | Chief Financial Officer | Sell | 10,000 | 34.16 | 341,587 |
| Aug 17, 2026 | Garateix Ernie J | Chief Executive Officer | Sell | 5,000 | 34.31 | 171,550 |
| Aug 10, 2026 | Moura Timothy | See Remarks | Sell | 15,104 | 32.49 | 490,681 |
| Aug 3, 2026 | Binnun Sharon | Chief Accounting Officer | Sell | 9,200 | 30.03 | 276,285 |
| Apr 20, 2026 | Ernie J Garateix | CEO | Sell | 8,334 | 27.56 | 229,685 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.