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Heritage Insurance Holdings (HRTG)

CUSIP: 42727J102 | NYSE | Financial Services · Insurance - Property & Casualty | Small Cap | 579 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ARaymond T. Hyer2,093,8787.0%New 5%+ stakeAug 27, 2026No 13F filer matched
13G/ARaymond T. Hyer2,093,878
7.0% of class · Aug 27, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,325,669
0.0% of portfolio›$43.9M
Assenagon Asset Management S.A.282,917
0.0% of portfolio›$9.4M
Quartz Partners, LLC177,982
1.8% of portfolio›$5.9M
Citigroup Inc144,744
0.0% of portfolio›$4.8M
Bank of New York Mellon Corp111,775
0.0% of portfolio›$3.7M
Creative Planning79,030
0.0% of portfolio›$2.6M
Inspire Investing, LLC70,152
0.1% of portfolio›$2.3M
Y-Intercept (Hong Kong) Ltd62,266
0.0% of portfolio›$2.1M
Instrumental Wealth, LLC60,060
1.0% of portfolio›$2.0M
Burney Co/51,160
0.0% of portfolio›$1.7M
Sierra Summit Advisors LLC46,057
0.2% of portfolio›$1.5M
Strs Ohio30,500
0.0% of portfolio›$1.0M
Virginia Retirement Systems ET Al30,400
0.0% of portfolio›$1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management21,540
0.0% of portfolio›$714.1K
Bailard, Inc.18,679
0.0% of portfolio›$619.2K
Alps Advisors Inc16,537
0.0% of portfolio›$548.2K
Norden Group LLC15,663
0.0% of portfolio›$519.2K
Wealth Enhancement Advisory Services, LLC15,264
0.0% of portfolio›$537.8K
Truist Financial Corp14,134
0.0% of portfolio›$468.5K
Fragasso Financial Advisors Inc12,773
0.0% of portfolio›$444.9K
Cambridge Investment Research Advisors, Inc.12,672
0.0% of portfolio›$420.0K
Commonwealth Equity Services, LLC11,574
0.0% of portfolio›$383.7K
State of Alaska, Department of Revenue10,725
0.0% of portfolio›$355
Vise Technologies, Inc.9,229
0.0% of portfolio›$305.9K
Sterling Capital Management LLC8,472
0.0% of portfolio›$280.8K
State of Wyoming8,176
0.0% of portfolio›$271.0K
Arizona State Retirement System6,837
0.0% of portfolio›$226.6K
Fulcrum Asset Management LLP6,822
0.0% of portfolio›$228.5K
Nisa Investment Advisors, LLC6,393
0.0% of portfolio›$211.9K
First Affirmative Financial Network6,368
0.0% of portfolio›$211.1K
Larson Financial Group LLC5,399
0.0% of portfolio›$179.0K
Triumph Capital Management4,605
0.0% of portfolio›$152.7K
Signaturefd, LLC1,528
0.0% of portfolio›$50.7K
Capital Advisors, Ltd. LLC1,062
0.0% of portfolio›$35.0K
Silver Grove Financial Group, Inc.739
0.0% of portfolio›$24.5K
EverSource Wealth Advisors, LLC615
0.0% of portfolio›$20.4K
IFP Advisors, Inc609
0.0% of portfolio›$20.2K
Covestor Ltd603
0.0% of portfolio›$20.0K
SJS Investment Consulting Inc.582
0.0% of portfolio›$19.3K
Essential Partners LLC379
0.0% of portfolio›$12.6K
Farther Finance Advisors, LLC361
0.0% of portfolio›$12.0K
Provenance Wealth Advisors, LLC332
0.0% of portfolio›$11.0K
Harbor Capital Advisors, Inc.274
0.0% of portfolio›$9.0K
Gamma Investing LLC232
0.0% of portfolio›$7.7K
Parallel Advisors, LLC229
0.0% of portfolio›$7.6K
True Wealth Design, LLC161
0.0% of portfolio›$5.3K
Assetmark, Inc150
0.0% of portfolio›$5.0K
Fortitude Family Office, LLC88
0.0% of portfolio›$2.9K
Versant Capital Management, Inc86
0.0% of portfolio›$2.9K
Caitong International Asset Management Co., Ltd74
0.0% of portfolio›$2.5K
Parkside Financial Bank & Trust65
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.35
0.0% of portfolio›$1.2K
Root Financial Partners, LLC33
0.0% of portfolio›$1.1K
CoreCap Advisors, LLC30
0.0% of portfolio›$995
Ascentis Wealth Management, LLC25
0.0% of portfolio›$828
Hughes Financial Services, LLC11
0.0% of portfolio›$398
SBI Securities Co., Ltd.2
0.0% of portfolio›$66
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,325,669$43.9M0.0%IndexLowAustin, TX2026-11-04
Assenagon Asset Management S.A.
282,917$9.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Quartz Partners, LLC
177,982$5.9M1.8%GARPMediumSaratoga Springs, NY2026-11-03
Citigroup Inc
144,744$4.8M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
111,775$3.7M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
79,030$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Investing, LLC
70,152$2.3M0.1%GARPHighMeridian, ID2026-10-22
Y-Intercept (Hong Kong) Ltd
62,266$2.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Instrumental Wealth, LLC
60,060$2.0M1.0%ETFLowTampa, FL2026-10-20
Burney Co/
51,160$1.7M0.0%GARPMediumReston, VA2026-10-15
Sierra Summit Advisors LLC
46,057$1.5M0.2%Agg GrowthHighIncline Village, NV2026-10-28
Strs Ohio
30,500$1.0M0.0%CoreMediumColumbus, OH2026-10-30
Virginia Retirement Systems ET Al
30,400$1.0M0.0%CoreMediumRichmond, VA2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
21,540$714.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Bailard, Inc.
18,679$619.2K0.0%GrowthMediumFoster City, CA2026-10-13
Alps Advisors Inc
16,537$548.2K0.0%YieldLowDenver, CO2026-11-03
Norden Group LLC
15,663$519.2K0.0%GrowthMediumProvo, UT2026-10-20
Wealth Enhancement Advisory Services, LLC
15,264$537.8K0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
14,134$468.5K0.0%CoreLowCharlotte, NC2026-10-30
Fragasso Financial Advisors Inc
12,773$444.9K0.0%ETFLowSewickley, PA2026-10-13
Cambridge Investment Research Advisors, Inc.
12,672$420.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
11,574$383.7K0.0%ETFLowWaltham, MA2026-11-02
State of Alaska, Department of Revenue
10,725$3550.0%CoreVery LowJuneau, AK2026-10-15
Vise Technologies, Inc.
9,229$305.9K0.0%IndexLowNew York, NY2026-10-29
Sterling Capital Management LLC
8,472$280.8K0.0%GARPMediumCharlotte, NC2026-10-22
State of Wyoming
8,176$271.0K0.0%ValueHighCheyenne, WY2026-10-28
Arizona State Retirement System
6,837$226.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Fulcrum Asset Management LLP
6,822$228.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Nisa Investment Advisors, LLC
6,393$211.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
First Affirmative Financial Network
6,368$211.1K0.0%CoreN/AColorado Springs, CO2026-10-21
Larson Financial Group LLC
5,399$179.0K0.0%GrowthLowSt Louis, MO2026-11-05
Triumph Capital Management
4,605$152.7K0.0%ETFMediumDenver, CO2026-10-14
Signaturefd, LLC
1,528$50.7K0.0%IndexLowAtlanta, GA2026-10-23
Capital Advisors, Ltd. LLC
1,062$35.0K0.0%ETFLowShaker Heights, OH2026-10-27
Silver Grove Financial Group, Inc.
739$24.5K0.0%CoreMediumOrchard Park, NY2026-11-05
EverSource Wealth Advisors, LLC
615$20.4K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
609$20.2K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
603$20.0K0.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
582$19.3K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
379$12.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farther Finance Advisors, LLC
361$12.0K0.0%IndexLowSan Francisco, CA2026-10-08
Provenance Wealth Advisors, LLC
332$11.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Harbor Capital Advisors, Inc.
274$9.0K0.0%ValueHighChicago, IL2026-10-22
Gamma Investing LLC
232$7.7K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
229$7.6K0.0%IndexLowSan Francisco, CA2026-11-03
True Wealth Design, LLC
161$5.3K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
150$5.0K0.0%ETFLowConcord, CA2026-10-21
Fortitude Family Office, LLC
88$2.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Versant Capital Management, Inc
86$2.9K0.0%GARPLowPhoenix, AZ2026-10-02
Caitong International Asset Management Co., Ltd
74$2.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Parkside Financial Bank & Trust
65$2.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Physician Wealth Advisors, Inc.
35$1.2K0.0%ETFMediumMidvale, UT2026-10-20
Root Financial Partners, LLC
33$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
CoreCap Advisors, LLC
30$9950.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
25$8280.0%Agg GrowthLowDallas, TX2026-11-03
Hughes Financial Services, LLC
11$3980.0%ETFLowHerndon, VA2026-10-30
SBI Securities Co., Ltd.
2$660.0%Agg GrowthLowTokyo, Mexico2026-10-22