Heritage Insurance Holdings, Inc. HRTG
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
Ownership
Held by insiders 19.81%
Held by institutions 67.76%
Float held by institutions 84.50%
Institutions 270
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.85% | 2,332,889 | 83.31M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.41% | 1,310,615 | 46.80M | Jun 29, 2026 |
| American Century Companies Inc | 3.59% | 1,066,936 | 38.10M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.41% | 1,013,658 | 36.20M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.19% | 949,090 | 33.89M | Jun 29, 2026 |
| Geode Capital Management, LLC | 2.52% | 749,878 | 26.78M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 3.33% | 990,565 | 35.37M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.46% | 730,399 | 26.08M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.19% | 651,539 | 23.27M | Sep 29, 2026 |
| Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF | 0.96% | 284,674 | 10.17M | Sep 29, 2026 |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 0.91% | 271,094 | 9.68M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 0.87% | 259,932 | 9.28M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| APOSTOLOU PANAGIOTIS | Director | Stock Award(Grant) | Jun 9, 2026 | 169,972 |
| BARLAS IRINI | Director | Stock Award(Grant) | Jun 9, 2026 | 0 |
| BERSET MARK S | Director | Stock Award(Grant) | Jun 9, 2025 | 761,478 |
| BINNUN SHARON | Officer | Sale | Sep 8, 2026 | 80,623 |
| GARATEIX ERNIE J | Chief Executive Officer | Sale | Sep 13, 2026 | 1,035,960 |
| LUSK KIRK H. | Chief Financial Officer | Sale | Aug 16, 2026 | 492,522 |
