HERITAGE INSURANCE HOLDINGS INC (HRTG)
FIRE, MARINE & CASUALTY INSURANCE
HERITAGE INSURANCE HOLDINGS INC (HRTG) is listed on the New York Stock Exchange, where it has traded since May 23, 2014.
- Listed On
- the New York Stock Exchange
- Listed Since
- May 23, 2014
- Employees
- 542
- Market Cap
- $989M
About HERITAGE INSURANCE HOLDINGS INC
Heritage Insurance Holdings Inc is a regional property and casualty insurance company that offers a variety of personal and commercial insurance products. Through its subsidiaries, Heritage Property & Casualty Insurance, Narragansett Bay Insurance, and Zephyr Insurance, the company issues personal residential property insurance across various states in the U.S. It also offers commercial residential insurance predominantly for its Florida properties. Heritage Insurance manages insurance underwriting, customer services, actuarial analysis, distribution, and claims processing internally. The company operates in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, and South Carolina.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 181 institutions reported holding HRTG, with 18.7 million shares worth $488.2 million in aggregate. The largest reported holder was BlackRock, with 2.3 million shares worth $60.8 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| BlackRock | 2,332,889 | $61M | Added 6.51% |
| Vanguard | 2,189,413 | $57M | Added 5.96% |
| Dimensional Fund Advisors | 1,310,615 | $34M | Added 5.11% |
| American Century Companies | 1,066,936 | $28M | Added 7.89% |
| Geode Capital Management | 749,878 | $20M | Added 1.49% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is HRTG?
HERITAGE INSURANCE HOLDINGS INC (HRTG) is listed on the New York Stock Exchange, where it has traded since May 23, 2014.
Who are the largest institutional holders of HRTG?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of HRTG were BlackRock, Vanguard and Dimensional Fund Advisors.
How many institutions own HRTG?
181 institutions reported a position in HRTG for the quarter ended June 30, 2026, worth $488.2 million in total.
Did institutions buy or sell HRTG last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for HRTG.
Every reported institutional holder, plus insider and congressional trades in HRTG, on SentiSense.