13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Fire, Marine & Casualty InsuranceInflation hedgeYield
HRTG

HERITAGE INSURANCE HLDGS INC

199 institutions still hold HERITAGE INSURANCE HLDGS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 42727J102·Fire, Marine & Casualty Insurance·199 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.5%
vs prior quarter
13F value held
$328M
58.0% inst. owned
of float
Holders
199
-26 QoQ
filers reporting
Activity
+60 / −94
+944 added · −842 reduced
this quarter
Concentration
17.51%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

199 institutions reported HRTG in Q1 2026. BlackRock, Inc. leads at 17.5% of the visible book. -26 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$57M2.2M0.00%Q1 202602
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$33M1.2M0.01%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$26M1.0M0.00%Q1 202604
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$26M989K0.01%Q1 202605
Vanguard Portfolio Management
CIK 0002100121
$22M847K0.00%Q1 202606
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$19M739K0.00%Q1 202607
MARSHALL WACE, LLP
CIK 0001318757
$15M527K0.01%Q4 202508
Connor, Clark & Lunn Investment Management Ltd.
CIK 0001596800
$14M551K0.03%Q1 202609
STATE STREET CORP
CIK 0000093751
$14M525K0.00%Q1 202610
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$13M492K0.02%Q1 202611
Assenagon Asset Management S.A.
CIK 0001546007
$12M462K0.02%Q1 202612
Pacific Ridge Capital Partners, LLC
CIK 0001591546
$11M406K2.31%Q1 202613
JACOBS LEVY EQUITY MANAGEMENT, INC
CIK 0000884414
$9M359K0.04%Q1 202614
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$9M349K0.00%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$9M307K0.00%Q4 202516
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M333K0.00%Q1 202617
MORGAN STANLEY
CIK 0000895421
$7M285K0.00%Q1 202618
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$7M275K0.01%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M273K0.00%Q1 202620
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$7M260K0.14%Q1 2026
Page 1 of 10
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