Heritage Insurance Holdings Inc
HRTG20.967USD
-0.043-0.21%
Market hours （ET）Quotes delayed by 15 min
649.83MMarket Cap
8.35P/E TTM
More Details of Heritage Insurance Holdings Inc Company
Heritage Insurance Holdings, Inc. is a property and casualty insurance holding company. The Company primarily provides personal and commercial residential insurance through its insurance company subsidiaries. It is vertically integrated and controls or manages substantially all aspects of insurance underwriting, customer service, actuarial analysis, distribution and claims processing and adjusting. Its subsidiaries include Heritage Property & Casualty Insurance Company (Heritage P&C), which provides personal and commercial residential property insurance and commercial general liability insurance; Narragansett Bay Insurance Company (NBIC), which provides personal and commercial residential property insurance, and Zephyr Insurance Company (Zephyr), which provides personal residential and wind-only property insurance in Hawaii. The Company provides personal residential insurance in approximately 14 eastern and gulf states and commercial residential insurance in three of those states.
Company Info
Ticker SymbolHRTG
Company nameHeritage Insurance Holdings Inc
IPO dateMay 23, 2014
CEOMr. Ernie Garateix
Number of employees540
Security typeOrdinary Share
Fiscal year-endMay 23
Address1401 N Westshore Blvd
CityTAMPA
Stock exchangeNYSE Consolidated
CountryUnited States of America
Postal code33607
Phone17273627202
Websitehttps://www.heritagepci.com/
Ticker SymbolHRTG
IPO dateMay 23, 2014
CEOMr. Ernie Garateix
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Mark S. Berset
Mr. Mark S. Berset
Director
Director
761.48K
+0.34%
Mr. Richard A. Widdicombe
Mr. Richard A. Widdicombe
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
699.05K
+0.37%
Ms. Sharon Binnun
Ms. Sharon Binnun
Chief Accounting Officer
Chief Accounting Officer
197.01K
+20.71%
Mr. Panagiotis (Pete) Apostolou
Mr. Panagiotis (Pete) Apostolou
Independent Director
Independent Director
167.27K
+1.55%
Mr. Paul L. Whiting, Jr.
Mr. Paul L. Whiting, Jr.
Independent Director
Independent Director
145.50K
+3.60%
Mr. Joseph Vattamattam
Mr. Joseph Vattamattam
Independent Director
Independent Director
61.06K
+4.36%
Mr. Kirk H. Lusk
Mr. Kirk H. Lusk
Chief Financial Officer
Chief Financial Officer
--
--
Mr. Ernie Garateix
Mr. Ernie Garateix
Chief Executive Officer, Director
Chief Executive Officer, Director
--
--
Ms. Irini Barlas
Ms. Irini Barlas
Independent Director
Independent Director
--
--
Mr. Tim Johns
Mr. Tim Johns
President - Zephyr Insurance Company
President - Zephyr Insurance Company
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Mark S. Berset
Mr. Mark S. Berset
Director
Director
761.48K
+0.34%
Mr. Richard A. Widdicombe
Mr. Richard A. Widdicombe
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
699.05K
+0.37%
Ms. Sharon Binnun
Ms. Sharon Binnun
Chief Accounting Officer
Chief Accounting Officer
197.01K
+20.71%
Mr. Panagiotis (Pete) Apostolou
Mr. Panagiotis (Pete) Apostolou
Independent Director
Independent Director
167.27K
+1.55%
Mr. Paul L. Whiting, Jr.
Mr. Paul L. Whiting, Jr.
Independent Director
Independent Director
145.50K
+3.60%
Mr. Joseph Vattamattam
Mr. Joseph Vattamattam
Independent Director
Independent Director
61.06K
+4.36%
Revenue Breakdown
No Data
No Data
By Business
By Region
No Data
Shareholding Stats
Updated: Tue, Jul 29
Updated: Tue, Jul 29
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Hyer (Raymond T)
11.97%
BlackRock Institutional Trust Company, N.A.
5.70%
Dimensional Fund Advisors, L.P.
4.98%
The Vanguard Group, Inc.
4.19%
Garateix (Ernie J)
4.10%
Other
69.06%
Shareholders
Shareholders
Proportion
Hyer (Raymond T)
11.97%
BlackRock Institutional Trust Company, N.A.
5.70%
Dimensional Fund Advisors, L.P.
4.98%
The Vanguard Group, Inc.
4.19%
Garateix (Ernie J)
4.10%
Other
69.06%
Shareholder Types
Shareholders
Proportion
Individual Investor
27.71%
Investment Advisor
26.38%
Investment Advisor/Hedge Fund
24.04%
Hedge Fund
5.01%
Pension Fund
1.28%
Research Firm
0.96%
Bank and Trust
0.22%
Family Office
0.09%
Venture Capital
0.09%
Other
14.22%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
314
26.57M
85.72%
-2.68M
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
2023Q3
258
19.76M
76.68%
-2.05M
2023Q2
256
16.84M
64.38%
-5.68M
2023Q1
266
16.60M
64.67%
-7.34M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Hyer (Raymond T)
3.71M
11.97%
--
--
Apr 16, 2025
BlackRock Institutional Trust Company, N.A.
1.77M
5.7%
-1.56K
-0.09%
Mar 31, 2025
Dimensional Fund Advisors, L.P.
1.54M
4.98%
-27.15K
-1.73%
Mar 31, 2025
The Vanguard Group, Inc.
1.30M
4.19%
-25.00
-0.00%
Mar 31, 2025
Garateix (Ernie J)
1.27M
4.1%
--
--
Apr 16, 2025
Pacific Ridge Capital Partners, LLC
776.10K
2.5%
-37.46K
-4.60%
Mar 31, 2025
Berset (Mark S)
761.48K
2.46%
+2.55K
+0.34%
Jun 10, 2025
Invesco Capital Management LLC
722.19K
2.33%
-212.10K
-22.70%
Mar 31, 2025
Widdicombe (Richard A)
699.05K
2.26%
+2.55K
+0.37%
Jun 10, 2025
American Century Investment Management, Inc.
676.81K
2.18%
+86.92K
+14.73%
Mar 31, 2025
View more
Related ETFs
Updated: Sat, Aug 2
Updated: Sat, Aug 2
Name
Proportion
Invesco Dorsey Wright SmallCap Momentum ETF
1.3%
First Trust Dow Jones Select MicroCap Index Fund
0.94%
Even Herd Long Short ETF
0.54%
Royce Quant Small-Cap Quality Value ETF
0.4%
First Trust Active Factor Small Cap ETF
0.19%
WisdomTree US SmallCap Fund
0.19%
iShares Micro-Cap ETF
0.13%
Fidelity Enhanced Small Cap ETF
0.11%
Goldman Sachs ActiveBeta US Small Cap Equity ETF
0.1%
Avantis US Small Cap Value ETF
0.1%
View more
Invesco Dorsey Wright SmallCap Momentum ETF
Proportion1.3%
First Trust Dow Jones Select MicroCap Index Fund
Proportion0.94%
Even Herd Long Short ETF
Proportion0.54%
Royce Quant Small-Cap Quality Value ETF
Proportion0.4%
First Trust Active Factor Small Cap ETF
Proportion0.19%
WisdomTree US SmallCap Fund
Proportion0.19%
iShares Micro-Cap ETF
Proportion0.13%
Fidelity Enhanced Small Cap ETF
Proportion0.11%
Goldman Sachs ActiveBeta US Small Cap Equity ETF
Proportion0.1%
Avantis US Small Cap Value ETF
Proportion0.1%
Dividend
A total of
18.34M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
May 05, 2022
HRTG.NB Interim Cash Dividend of gross USD 0.06 paid on Jul 05, 2022 going ex on Jun 13, 2022
Jun 14, 2022
Jul 05, 2022
Jun 13, 2022
Mar 07, 2022
HRTG.NB Interim Cash Dividend of gross USD 0.06 paid on Apr 06, 2022 going ex on Mar 16, 2022
Mar 17, 2022
Apr 06, 2022
Mar 16, 2022
Nov 04, 2021
HRTG.NB Interim Cash Dividend of gross USD 0.06 paid on Jan 06, 2022 going ex on Dec 14, 2021
Dec 15, 2021
Jan 06, 2022
Dec 14, 2021
Aug 05, 2021
HRTG.NB Final Cash Dividend of gross USD 0.06 paid on Oct 06, 2021 going ex on Sep 14, 2021
Sep 15, 2021
Oct 06, 2021
Sep 14, 2021
May 05, 2021
HRTG.NB Interim Cash Dividend of gross USD 0.06 paid on Jul 06, 2021 going ex on Jun 14, 2021
Jun 15, 2021
Jul 06, 2021
Jun 14, 2021
Mar 03, 2021
HRTG.NB Interim Cash Dividend of gross USD 0.06 paid on Apr 06, 2021 going ex on Mar 12, 2021
Mar 15, 2021
Apr 06, 2021
Mar 12, 2021
Nov 02, 2020
HRTG.NB Interim Cash Dividend of gross USD 0.06 paid on Jan 05, 2021 going ex on Dec 14, 2020
Dec 15, 2020
Jan 05, 2021
Dec 14, 2020
Aug 03, 2020
HRTG.NB Final Cash Dividend of gross USD 0.06 paid on Oct 02, 2020 going ex on Sep 14, 2020
Sep 15, 2020
Oct 02, 2020
Sep 14, 2020
May 04, 2020
HRTG.NB Interim Cash Dividend of gross USD 0.06 paid on Jul 06, 2020 going ex on Jun 12, 2020
Jun 15, 2020
Jul 06, 2020
Jun 12, 2020
Feb 27, 2020
HRTG.NB Interim Cash Dividend of gross USD 0.06 paid on Apr 03, 2020 going ex on Mar 13, 2020
Mar 16, 2020
Apr 03, 2020
Mar 13, 2020
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
