DOSSIER · 13F Holders · Q2 2026
HRTG 5.875 08/01/37

HERITAGE INS HLDGS INC

3 institutions still hold HERITAGE INS HLDGS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 42727JAB8·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
99.10%
WOLVERINE ASSET MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported HRTG 5.875 08/01/37 in Q2 2026. WOLVERINE ASSET MANAGEMENT LLC leads at 99.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$1M820K0.01%Q2 2026
02
Altshuler Shaham Ltd
CIK 0001324290
$13K5000.00%Q2 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025