HRTG Heritage Insurance Holdings, Inc.: institutional ownership and insider trading
205 funds reported holding $571M of Heritage Insurance Holdings, Inc. in their latest 13F filings; in Q2 2026 funds net sold $82.0K, with 29 new positions and 31 funds selling out; over the last 12 months insiders bought $377K and sold $10.7M on the open market; over its last four quarters it reported revenue of $855M and net income of $215M.
HRTG revenue and earnings
- Quarter ended Jun 30, 2026: revenue $214M, net income $61.7M, EPS 2.05
- Quarter ended Mar 31, 2026: revenue $213M, net income $36.5M, EPS 1.19
- Quarter ended Dec 31, 2025: revenue $215M, net income $66.7M, EPS 2.15
- Quarter ended Sep 30, 2025: revenue $212M, net income $50.4M, EPS 1.63
Famous investors holding HRTG
- Two Sigma (Two Sigma Investments): $9.39M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $8.10M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $6.46M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $3.94M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $3.35M, 0.0% of the portfolio
Largest institutional holders of HRTG
- BlackRock, Inc. (BLK) — $60.8M
- VANGUARD GROUP INC — $55.0M
- DIMENSIONAL FUND ADVISORS LP — $34.2M
- AMERICAN CENTURY COMPANIES INC — $27.8M
- VANGUARD CAPITAL MANAGEMENT LLC — $26.4M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $24.8M
- GEODE CAPITAL MANAGEMENT, LLC — $19.6M
- JANE STREET GROUP, LLC — $15.8M
- STATE STREET CORP (STT, STT-PG) — $14.7M
- Connor, Clark & Lunn Investment Management Ltd. — $14.4M
Recent HRTG insider trades
- Oct 19, 2026: Johns Timothy E sold 3,500 shares ($126K)
- Sep 18, 2026: Johns Timothy E sold 3,500 shares ($122K)
- Sep 14, 2026: Garateix Ernie J sold 2,500 shares ($88.1K)
- Sep 9, 2026: Binnun Sharon sold 6,565 shares ($222K)
5%+ owners
- Raymond T. Hyer: 7.0% (Schedule 13G/A, filed Sep 25, 2026)