Heritage Insurance Holdings, Inc.
Heritage Insurance Holdings, Inc. (HRTG) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HRTG · as of Sep 30, 2025
Ownership Breakdown
186
Institutional Holders
▲ 5 vs Q2
$469.50M
Total Inst. Value
▲ $14.77M vs Q2
30.35M
Shares Outstanding
freeFloat 74.64%
18.65M
13F Shares Held
▲ 417,187 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
HRTG largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. fire, marine & casualty insurance | 1.92M | 6.24% | 6.24% | $48.45B | Nov 12, 2025 | ▲ 56.8K |
VANGUARD GROUP INC fire, marine & casualty insurance | 1.65M | 5.34% | 5.34% | $41.46B | Nov 7, 2025 | ▲ 132.3K |
DIMENSIONAL FUND ADVISORS LP fire, marine & casualty insurance | 1.26M | 4.09% | 4.09% | $31.77B | Nov 12, 2025 | ▼ 157.9K |
MARSHALL WACE, LLP fire, marine & casualty insurance | 1.02M | 3.32% | 3.32% | $25.79B | Nov 13, 2025 | ▲ 82.2K |
AMERICAN CENTURY COMPANIES INC fire, marine & casualty insurance | 888.5K | 2.88% | 2.88% | $22.37B | Nov 12, 2025 | ▲ 91.8K |
PRUDENTIAL FINANCIAL INC fire, marine & casualty insurance | 691.9K | 2.24% | 2.24% | $17.42B | Nov 13, 2025 | ▲ 308.3K |
GEODE CAPITAL MANAGEMENT, LLC fire, marine & casualty insurance | 630.9K | 2.04% | 2.04% | $15.89B | Nov 12, 2025 | ▲ 113.1K |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. fire, marine & casualty insurance | 626.2K | 2.03% | 2.03% | $15.77B | Nov 13, 2025 | ▼ 22.6K |
ASSENAGON ASSET MANAGEMENT S.A. fire, marine & casualty insurance | 462.1K | 1.50% | 1.50% | $11.64B | Oct 7, 2025 | ▲ 319.4K |
PACIFIC RIDGE CAPITAL PARTNERS, LLC fire, marine & casualty insurance | 458.9K | 1.49% | 1.49% | $11.56B | Nov 12, 2025 | ▲ 98.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
32
Increased
+2.28M shares0
New Positions
first time holders17
Decreased
−1.16M shares0
Sold Out
fully exitedNet shares change (top 50)
+1.12M
+2.28M / −1.16M
Net new holders
+15
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HRTG insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
2
Buy transactions
9
Sell transactions
0.22
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
WHITING PAUL L director | May 19, 2026 | Purchase | 1,000 | $24.45 | $24.4K | 103.1K | Form 4 ↗ |
WHITING PAUL L director | May 19, 2026 | Purchase | 15,000 | $23.50 | $352.5K | 102.1K | Form 4 ↗ |
Binnun Sharon Chief Accounting Officer | May 1, 2026 | Sale | 9,200 | $28.99 | $266.8K | 124.0K | Form 4 ↗ |
Garateix Ernie J Chief Executive Officer | Apr 20, 2026 | Sale | 8,034 | $27.52 | $221.1K | 1.06M | Form 4 ↗ |
Garateix Ernie J Chief Executive Officer | Apr 20, 2026 | Sale | 300 | $28.40 | $8.5K | 1.06M | Form 4 ↗ |
Moura Timothy See Remarks | Apr 1, 2026 | Sale | 24,619 | $25.78 | $634.6K | 185.9K | Form 4 ↗ |
Moura Timothy See Remarks | Apr 1, 2026 | Sale | 1,102 | $26.21 | $28.9K | 184.8K | Form 4 ↗ |
Moura Timothy See Remarks | Apr 2, 2026 | Sale | 8,444 | $25.13 | $212.2K | 176.4K | Form 4 ↗ |
Moura Timothy See Remarks | Apr 2, 2026 | Sale | 16,325 | $26.08 | $425.7K | 160.0K | Form 4 ↗ |
Binnun Sharon Chief Accounting Officer | Apr 1, 2026 | Sale | 8,700 | $25.69 | $223.5K | 133.7K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Heritage Insurance Holdings, Inc. (HRTG) is primarily owned by institutional investors, who hold approximately 61.5% of total shares outstanding. Company insiders own approximately 25.36%, while retail and public investors account for the remaining 13.17%.
The largest institutional shareholder of Heritage Insurance Holdings, Inc. is BLACKROCK, INC., holding approximately 1.92 million shares — equal to 6.24% of outstanding shares — as of September 30, 2025.
A total of 186 institutional investors currently hold HRTG stock, with a combined institutional value of approximately $469,497,330 as of the most recent 13F filing period.
Frequently asked questions
HRTG ownershipHeritage Insurance Holdings, Inc. (HRTG) is primarily owned by institutional investors, who hold approximately 61.5% of shares. The largest shareholder is BLACKROCK, INC. with a 6.24% stake. Company insiders hold 25.36%. Data sourced from SEC Form 13F as of September 30, 2025.