Heritage Insurance Holdings Inc
HRTG29.740USD
-0.430-1.43%
Close 12/24, 13:00（ET）Quotes delayed by 15 min
919.31MMarket Cap
6.15P/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.
Heritage Insurance Holdings Inc Info
Ticker SymbolHRTG
Company nameHeritage Insurance Holdings Inc
IPO dateMay 23, 2014
CEOGarateix (Ernie J)
Number of employees540
Security typeOrdinary Share
Fiscal year-endMay 23
Address1401 N Westshore Blvd
CityTAMPA
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountryUnited States of America
Postal code33607
Phone17273627202
Websitehttps://www.heritagepci.com/
Ticker SymbolHRTG
IPO dateMay 23, 2014
CEOGarateix (Ernie J)
Company Executives of Heritage Insurance Holdings Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Ernie Garateix
Mr. Ernie Garateix
Chief Executive Officer, Director
Chief Executive Officer, Director
1.25M
-1.97%
Mr. Richard A. Widdicombe
Mr. Richard A. Widdicombe
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
449.05K
-10.02%
Ms. Sharon Binnun
Ms. Sharon Binnun
Chief Accounting Officer
Chief Accounting Officer
176.01K
-10.66%
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
148.00K
+1.72%
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
--
--
Ms. Irini Barlas
Ms. Irini Barlas
Independent Director
Independent Director
--
--
Mr. Tim Johns
Mr. Tim Johns
President - Zephyr Insurance Company
President - Zephyr Insurance Company
--
--
Mr. Tim Moura
Mr. Tim Moura
President - Narragansett Bay Insurance Company
President - Narragansett Bay Insurance Company
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Ernie Garateix
Mr. Ernie Garateix
Chief Executive Officer, Director
Chief Executive Officer, Director
1.25M
-1.97%
Mr. Richard A. Widdicombe
Mr. Richard A. Widdicombe
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
449.05K
-10.02%
Ms. Sharon Binnun
Ms. Sharon Binnun
Chief Accounting Officer
Chief Accounting Officer
176.01K
-10.66%
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
148.00K
+1.72%
Mr. Joseph Vattamattam
Mr. Joseph Vattamattam
Independent Director
Independent Director
61.06K
+4.36%
Revenue Breakdown
Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Sun, Nov 16
Updated: Sun, Nov 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Hyer (Raymond T)
7.05%
BlackRock Institutional Trust Company, N.A.
5.35%
The Vanguard Group, Inc.
5.31%
Dimensional Fund Advisors, L.P.
4.08%
Garateix (Ernesto J)
3.70%
Other
74.51%
Shareholders
Shareholders
Proportion
Hyer (Raymond T)
7.05%
BlackRock Institutional Trust Company, N.A.
5.35%
The Vanguard Group, Inc.
5.31%
Dimensional Fund Advisors, L.P.
4.08%
Garateix (Ernesto J)
3.70%
Other
74.51%
Shareholder Types
Shareholders
Proportion
Investment Advisor
30.33%
Investment Advisor/Hedge Fund
25.29%
Individual Investor
20.99%
Hedge Fund
5.19%
Research Firm
2.33%
Pension Fund
1.12%
Bank and Trust
0.22%
Family Office
0.14%
Venture Capital
0.06%
Other
14.34%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
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
2023Q3
258
19.76M
76.68%
-2.05M
2023Q2
256
16.84M
64.38%
-5.68M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Hyer (Raymond T)
2.18M
7.03%
-1.53M
-41.28%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
1.60M
5.17%
-162.98K
-9.23%
Jun 30, 2025
The Vanguard Group, Inc.
1.51M
4.86%
+209.16K
+16.09%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
1.42M
4.58%
-122.83K
-7.96%
Jun 30, 2025
Garateix (Ernesto J)
1.24M
3.99%
-33.33K
-2.62%
Sep 22, 2025
Marshall Wace LLP
942.17K
3.04%
+349.17K
+58.88%
Jun 30, 2025
American Century Investment Management, Inc.
796.61K
2.57%
+119.79K
+17.70%
Jun 30, 2025
Berset (Mark S)
761.48K
2.46%
+2.55K
+0.34%
Jun 10, 2025
Geode Capital Management, L.L.C.
517.80K
1.67%
+8.11K
+1.59%
Jun 30, 2025
Connor, Clark & Lunn Investment Management Ltd.
648.77K
2.09%
+163.14K
+33.59%
Jun 30, 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%
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
FAQs
Who are the top five shareholders of Heritage Insurance Holdings Inc?
The top five shareholders of Heritage Insurance Holdings Inc are:
Hyer (Raymond T) holds 2.18M shares, accounting for 7.03% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 1.60M shares, accounting for 5.17% of the total shares.
The Vanguard Group, Inc. holds 1.51M shares, accounting for 4.86% of the total shares.
Dimensional Fund Advisors, L.P. holds 1.42M shares, accounting for 4.58% of the total shares.
Garateix (Ernesto J) holds 1.24M shares, accounting for 3.99% of the total shares.
Hyer (Raymond T) holds 2.18M shares, accounting for 7.03% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 1.60M shares, accounting for 5.17% of the total shares.
The Vanguard Group, Inc. holds 1.51M shares, accounting for 4.86% of the total shares.
Dimensional Fund Advisors, L.P. holds 1.42M shares, accounting for 4.58% of the total shares.
Garateix (Ernesto J) holds 1.24M shares, accounting for 3.99% of the total shares.
What are the top three shareholder types of Heritage Insurance Holdings Inc?
The top three shareholder types of Heritage Insurance Holdings Inc are:
Hyer (Raymond T)
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Hyer (Raymond T)
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
How many institutions hold shares of Heritage Insurance Holdings Inc (HRTG)?
As of 2025Q3, 333 institutions hold shares of Heritage Insurance Holdings Inc, with a combined market value of approximately 19.81M, accounting for 63.88% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -17.66%.
What is the biggest source of revenue for Heritage Insurance Holdings Inc?
In --, the -- business generated the highest revenue for Heritage Insurance Holdings Inc, amounting to -- and accounting for --% of total revenue.
