Heritage Insurance Holdings, In

Historical 13F Holders

Symbol
HRTG
CUSIP
42727J102
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 42727J102 since 12/18/2024, newest first.

Filer % of Class Filed
Raymond T. Hyer 13G/A Amendment 6 7.0% 9/25/2026
Event 8/27/2026
Vanguard Group Inc 13G/A Amendment 1 0% 3/27/2026
Event 3/13/2026
Vanguard Group Inc 13G 5.3% 10/30/2025
Event 9/30/2025
Raymond T. Hyer 13G/A Amendment 5
7.0% 8/4/2025
Event 6/30/2025
Dimensional Fund Advisors LP 13G/A Amendment 1 3.6% 4/15/2025
Event 3/31/2025
Dimensional Fund Advisors LP 13G 5.1% 1/23/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 11 52.7 k $1.80 M
2026 Q2 198 19.8 M $528 M
2026 Q1 196 18.9 M $496 M
2025 Q4 210 19.0 M $556 M
2025 Q3 189 18.7 M $471 M
2025 Q2 184 18.3 M $456 M
2025 Q1 139 16.9 M $243 M
2024 Q4 130 16.9 M $204 M
2024 Q3 129 16.3 M $199 M
2024 Q2 112 15.1 M $107 M
2024 Q1 102 15.4 M $164 M
2023 Q4 94 14.5 M $94.8 M
2023 Q3 88 9.87 M $63.7 M
2023 Q2 76 8.05 M $31.0 M
2023 Q1 68 7.92 M $23.4 M
2022 Q4 56 8.08 M $14.6 M
2022 Q3 64 9.91 M $21.9 M
2022 Q2 82 11.2 M $29.7 M
2022 Q1 96 14.7 M $105 M
2021 Q4 102 16.0 M $94.1 M
2021 Q3 112 17.6 M $119 M
2021 Q2 112 18.7 M $161 M
2021 Q1 112 19.6 M $217 M
2020 Q4 118 20.7 M $210 M
2020 Q3 123 19.0 M $193 M
2020 Q2 121 18.9 M $247 M
2020 Q1 110 18.3 M $196 M
2019 Q4 117 19.5 M $259 M
2019 Q3 112 19.7 M $294 M
2019 Q2 128 20.1 M $309 M
2019 Q1 117 20.0 M $293 M
2018 Q4 111 20.1 M $296 M
2018 Q3 112 21.0 M $311 M
2018 Q2 121 20.5 M $342 M
2018 Q1 120 21.7 M $321 M
2017 Q4 119 22.0 M $397 M
2017 Q3 101 19.8 M $255 M
2017 Q2 102 17.8 M $232 M
2017 Q1 116 17.2 M $219 M
2016 Q4 119 16.7 M $261 M
2016 Q3 116 15.9 M $229 M
2016 Q2 120 16.0 M $192 M
2016 Q1 124 16.3 M $260 M
2015 Q4 124 14.7 M $320 M
2015 Q3 107 14.6 M $292 M
2015 Q2 112 11.5 M $264 M
2015 Q1 80 8.06 M $177 M
2014 Q4 51 6.23 M $121 M
2014 Q3 51 5.23 M $78.8 M
2014 Q2 44 5.48 M $83.3 M