Who Owns HERITAGE INSURANCE HLDGS INC (HRTG)? -- Institutional Holders (2026-06-30)

217 institutions reported holding $507.5M of HERITAGE INSURANCE HLDGS INC (HRTG) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($60.8M), VANGUARD GROUP INC ($57.1M), DIMENSIONAL FUND ADVISORS LP ($34.2M), AMERICAN CENTURY COMPANIES INC ($27.8M), GEODE CAPITAL MANAGEMENT, LLC ($19.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BlackRock, Inc.$60.8M2.3MAdded
2VANGUARD GROUP INC$57.1M2.2MAdded
3DIMENSIONAL FUND ADVISORS LP$34.2M1.3MAdded
4AMERICAN CENTURY COMPANIES INC$27.8M1.1MAdded
5GEODE CAPITAL MANAGEMENT, LLC$19.6M749,878Added
6JANE STREET GROUP, LLC$15.8M607,090Added
7STATE STREET CORP$14.7M564,008Added
8Connor, Clark & Lunn Investment Management Ltd.$14.4M553,556Added
9Pacific Ridge Capital Partners, LLC$13.1M500,463Added
10MORGAN STANLEY$10.0M384,171Added
11AQR CAPITAL MANAGEMENT LLC$9.5M365,883Added
12TWO SIGMA INVESTMENTS, LP$9.4M359,975Added
13JACOBS LEVY EQUITY MANAGEMENT, INC$8.8M337,778Trimmed
14CITADEL ADVISORS LLC$8.1M310,553Added
15Nuveen, LLC$7.9M304,016Added
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.3M280,342Added
17Assenagon Asset Management S.A.$6.9M263,321Trimmed
18BRIDGEWAY CAPITAL MANAGEMENT, LLC$6.8M259,973Hold
19NORTHERN TRUST CORP$6.6M251,219Added
20MILLENNIUM MANAGEMENT LLC$6.5M247,589Added
21PRUDENTIAL FINANCIAL INC$6.2M239,202Trimmed
22BANK OF AMERICA CORP /DE/$6.1M232,737Added
23Trexquant Investment LP$5.0M193,259Added
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.0M192,190Trimmed
25Sixth Street Partners Management Company, L.P.$5.0M192,190New

Source: SEC Form 13F filings · as of 2026-06-30