Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HRTG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.2M | $57.5M | -1.1% | 7.217% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $32.7M | +3.0% | 4.109% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $26.3M | — | 3.299% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 989K | $26.0M | +6.7% | 3.259% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 847K | $22.2M | — | 2.790% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 739K | $19.4M | +11.0% | 2.435% | 0.00% |
| 7 | Connor, Clark & Lunn Investment Management Ltd. | 551K | $14.5M | -5.1% | 1.815% | 0.03% |
| 8 | STATE STREET CORP | 525K | $13.8M | +3.5% | 1.730% | 0.00% |
| 9 | PRUDENTIAL FINANCIAL INC | 492K | $12.9M | -41.1% | 1.621% | 0.02% |
| 10 | Assenagon Asset Management S.A. | 462K | $12.1M | -0.1% | 1.522% | 0.02% |
| 11 | Pacific Ridge Capital Partners, LLC | 406K | $10.7M | +9.1% | 1.337% | 2.31% |
| 12 | MARSHALL WACE, LLP | 375K | $9.8M | -28.9% | 1.235% | 0.01% |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | 359K | $9.4M | +4.3% | 1.182% | 0.04% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 349K | $9.2M | -16.3% | 1.151% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 333K | $8.7M | +92.1% | 1.098% | 0.00% |
| 16 | MORGAN STANLEY | 285K | $7.5M | +4.6% | 0.939% | 0.00% |
| 17 | TWO SIGMA INVESTMENTS, LP | 275K | $7.2M | +229.5% | 0.905% | 0.01% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 260K | $6.8M | +4.5% | 0.857% | 0.14% |
| 19 | NORTHERN TRUST CORP | 241K | $6.3M | +3.9% | 0.795% | 0.00% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 235K | $6.2M | -8.1% | 0.773% | 0.00% |
| 21 | Invesco Ltd. | 229K | $6.0M | +195.4% | 0.754% | 0.00% |
| 22 | Qube Research & Technologies Ltd | 222K | $5.8M | -23.9% | 0.733% | 0.01% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 219K | $5.7M | +52.6% | 0.720% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 205K | $5.4M | -33.1% | 0.676% | 0.00% |
| 25 | UBS Group AG | 203K | $5.3M | -32.9% | 0.669% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HRTG — a direct measure of their conviction.
Filings activity in HRTG during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 183 | 7.6% | 69.93% | 9.79 pp | $476M | 12% |
| Q4 2025 | 198 | +13% | 79.72% | +12.44 pp | $543M | +18% |
| Q3 2025 | 175 | +1.7% | 67.28% | +2.85 pp | $458M | +4.4% |
| Q2 2025 | 172 | +30% | 64.43% | +30.67 pp | $439M | +91% |
| Q1 2025 | 132 | +11% | 33.76% | +5.52 pp | $230M | +20% |
| Q4 2024 | 119 | +0.8% | 28.24% | +1.20 pp | $192M | +4.4% |
| Q3 2024 | 118 | +17% | 27.04% | +12.48 pp | $184M | +86% |
| Q2 2024 | 101 | — | 14.56% | — | $99M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 19, 2026 | WHITING PAUL L | Buy | 15K | $23.50 | $353K |
Quick answers to the most common questions about buying HRTG stock.
Based on Q1 2026 13F filings, institutional ownership of Heritage Insurance Holdings, Inc. stands at 69.9%, held across 183 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HRTG, with approximately 2,190,370 shares worth $0.06B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of HRTG, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for HRTG is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
25 institutions opened new positions in HRTG during Q1 2026, while 40 fully exited. 42 added to existing positions and 114 trimmed.
HRTG institutional ownership fell by 9.79 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 49.8% of all reported 13F value in HRTG, and the top 25 account for 72.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Heritage Insurance Holdings, Inc. (HRTG) Institutional Ownership