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Heritage Insurance Holdings Inc
HRTGAdd to Watchlist
28.430USD
+0.610+2.19%
Market hours （ET）Quotes delayed by 15 min
862.42MMarket Cap
4.35P/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Hyer (Raymond T)
7.18%
BlackRock Institutional Trust Company, N.A.
6.03%
Dimensional Fund Advisors, L.P.
4.11%
Garateix (Ernie J)
3.50%
Vanguard Capital Management, LLC
3.30%
Other
75.88%
Shareholders
Shareholders
Proportion
Hyer (Raymond T)
7.18%
BlackRock Institutional Trust Company, N.A.
6.03%
Dimensional Fund Advisors, L.P.
4.11%
Garateix (Ernie J)
3.50%
Vanguard Capital Management, LLC
3.30%
Other
75.88%
Shareholder Types
Shareholders
Proportion
Investment Advisor
34.61%
Investment Advisor/Hedge Fund
24.36%
Individual Investor
20.22%
Hedge Fund
4.56%
Research Firm
2.04%
Pension Fund
1.66%
Bank and Trust
0.46%
Family Office
0.15%
Venture Capital
0.08%
Other
11.86%
Institutional Shareholding
Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
390
22.34M
73.60%
+709.84K
2025Q4
364
20.35M
65.84%
-2.11M
2025Q3
333
19.81M
63.88%
-1.19M
2025Q2
318
25.27M
81.53%
-4.23M
2025Q1
314
26.79M
86.84%
-2.85M
2024Q4
294
25.90M
84.42%
-3.66M
2024Q3
274
25.04M
81.61%
-1.19M
2024Q2
240
24.67M
81.22%
-2.37M
2024Q1
247
24.56M
82.79%
-2.01M
2023Q4
249
23.59M
79.75%
+420.35K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Hyer (Raymond T)
2.18M
7.09%
-1.53M
-41.28%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
1.83M
5.96%
+177.54K
+10.74%
Dec 31, 2025
Dimensional Fund Advisors, L.P.
1.21M
3.94%
-51.74K
-4.10%
Dec 31, 2025
Garateix (Ernie J)
1.07M
3.48%
-50.88K
-4.54%
Mar 20, 2026
American Century Investment Management, Inc.
926.78K
3.02%
+38.32K
+4.31%
Dec 31, 2025
PGIM Quantitative Solutions LLC
772.72K
2.52%
+154.93K
+25.08%
Dec 31, 2025
Berset (Mark S)
761.48K
2.48%
+2.55K
+0.34%
Jun 10, 2025
Geode Capital Management, L.L.C.
665.90K
2.17%
+35.00K
+5.55%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
First Trust Dow Jones Select MicroCap Index Fund
0.81%
Even Herd Long Short ETF
0.47%
Royce Quant Small-Cap Quality Value ETF
0.33%
iShares US Small Cap Value Factor ETF
0.22%
First Trust Active Factor Small Cap ETF
0.21%
Principal U.S. Small-Cap ETF
0.21%
WisdomTree US SmallCap Fund
0.21%
iShares Micro-Cap ETF
0.1%
Avantis US Small Cap Value ETF
0.09%
Goldman Sachs ActiveBeta US Small Cap Equity ETF
0.09%
View more
First Trust Dow Jones Select MicroCap Index Fund
Proportion0.81%
Even Herd Long Short ETF
Proportion0.47%
Royce Quant Small-Cap Quality Value ETF
Proportion0.33%
iShares US Small Cap Value Factor ETF
Proportion0.22%
First Trust Active Factor Small Cap ETF
Proportion0.21%
Principal U.S. Small-Cap ETF
Proportion0.21%
WisdomTree US SmallCap Fund
Proportion0.21%
iShares Micro-Cap ETF
Proportion0.1%
Avantis US Small Cap Value ETF
Proportion0.09%
Goldman Sachs ActiveBeta US Small Cap Equity ETF
Proportion0.09%