4 institutions reported holding $6.9M of HERITAGE INSURANCE HLDGS INC (HRTG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($6.9M), GAMMA Investing LLC ($5,998), Versant Capital Management, Inc ($2,243), MassMutual Private Wealth & Trust, FSB ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $6.9M | 263,321 | Trimmed |
| 2 | GAMMA Investing LLC | $5,998 | 230 | Trimmed |
| 3 | Versant Capital Management, Inc | $2,243 | 86 | Added |
| 4 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30