Heritage Insurance Hldgs Inc (HRTG)
Who owns Heritage Insurance Hldgs Inc (HRTG)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 74.9% of the shares are freely tradable; institutional investors hold 66.7%.
Ownership Structure
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.24 | 2,190,370 | -1.1 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 4.12 | 1,246,923 | +3.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 3.31 | 1,001,243 | +0.0 | 03/31/2026 |
| American Century Companies Inc | 3.27 | 988,951 | +6.7 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 2.80 | 846,693 | +0.0 | 03/31/2026 |
| Geode Capital Management, LLC | 2.44 | 738,890 | +11.0 | 03/31/2026 |
| Connor Clark & Lunn Inv Mgmt Ltd | 1.82 | 550,867 | -5.1 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 3.08 | 932,328 | +0.0 | 07/29/2026 |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.41 | 730,399 | +0.0 | 06/30/2026 |
| iShares Russell 2000 ETF | 2.20 | 664,498 | +1.1 | 07/28/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 20. Apr 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: August 3, 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.