Heritage Insurance Holdings, Inc. HRTG

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35.71 USD -0.23 (-0.64%)

At closeNov 3, 2026, 4:00 PM EST

35.71 0.00 0.00%

After hours · Nov 3, 4:00 PM ET

35.68 Day range 36.30
20.48 52-week range 37.87
YTD
+22.04%
1 year
+53.72%

Held by funds

112 US ETFs and mutual funds hold HRTG · largest positions

Funds holding HRTG, by value held
FundValue heldWeight in fund
AVUV $36.56M0.11%
VTI $24.21M0.00%
IWM $22.60M0.03%
DFAT $17.23M0.05%
NJM $12.50M0.02%
FESM $11.32M0.17%
FSSNX $9.11M0.03%
VXF $8.78M0.01%
DFAS $8.62M0.02%
IWN $8.33M0.06%
VSTCX $7.56M0.23%
VEXRX $7.43M0.03%
BSVO $5.82M0.24%
VTWO $4.78M0.03%
DFAC $4.64M0.01%
SCHA $4.58M0.02%
DFMC $4.08M0.05%
FDM $3.68M1.37%
FSMAX $3.61M0.01%
NLO $3.27M0.02%

Ownership

Held by insiders 19.81%
Held by institutions 67.76%
Float held by institutions 84.50%
Institutions 270

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.7.85%2,332,88983.31MJun 29, 2026
Dimensional Fund Advisors LP4.41%1,310,61546.80MJun 29, 2026
American Century Companies Inc3.59%1,066,93638.10MJun 29, 2026
Vanguard Capital Management LLC3.41%1,013,65836.20MJun 29, 2026
Vanguard Portfolio Management LLC3.19%949,09033.89MJun 29, 2026
Geode Capital Management, LLC2.52%749,87826.78MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
American Century ETF Trust-Avantis U.S. Small Cap Value ETF3.33%990,56535.37MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.46%730,39926.08MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.19%651,53923.27MSep 29, 2026
Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF0.96%284,67410.17MSep 29, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund0.91%271,0949.68MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund0.87%259,9329.28MJun 29, 2026
HRTG insiders
InsiderRelationLatest transactionDateShares held
APOSTOLOU PANAGIOTISDirectorStock Award(Grant)Jun 9, 2026169,972
BARLAS IRINIDirectorStock Award(Grant)Jun 9, 20260
BERSET MARK SDirectorStock Award(Grant)Jun 9, 2025761,478
BINNUN SHARONOfficerSaleSep 8, 202680,623
GARATEIX ERNIE JChief Executive OfficerSaleSep 13, 20261,035,960
LUSK KIRK H.Chief Financial OfficerSaleAug 16, 2026492,522