HRTG US Equity

Heritage Insurance Holdings, Inc.

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Financials · Fire, Marine & Casualty Insurance · CIK 1598665

$29.89

+1.35 (+4.73%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding HRTG · 2026-Q1 methodology → sources →

187 holders

% of shares outstanding held

62.1%

Shares held (13F)

18,846,158

Reporting holders

187

Top holders

largest 100 of 187 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	2,190,3702.2M	$57M	7.22%	—
2	DIMENSIONAL FUND ADVISORS LP	1,246,9231.2M	$33M	4.11%	ADD 3%
3	VANGUARD CAPITAL MANAGEMENT LLC	1,001,2431.0M	$26M	3.30%	NEW†
4	AMERICAN CENTURY COMPANIES INC	988,951988,951	$26M	3.26%	ADD 7%
5	VANGUARD PORTFOLIO MANAGEMENT LLC	846,693846,693	$22M	2.79%	NEW†
6	GEODE CAPITAL MANAGEMENT, LLC	738,890738,890	$19M	2.43%	ADD 11%
7	Connor, Clark & Lunn Investment Management Ltd.	550,867550,867	$14M	1.82%	TRIM -5%
8	STATE STREET CORP	525,099525,099	$14M	1.73%	ADD 3%
9	PRUDENTIAL FINANCIAL INC	492,092492,092	$13M	1.62%	TRIM -41%
10	Assenagon Asset Management S.A.	461,844461,844	$12M	1.52%	—
11	Pacific Ridge Capital Partners, LLC	405,860405,860	$11M	1.34%	ADD 9%
12	ACADIAN ASSET MANAGEMENT LLC	386,624386,624	$10M	1.27%	TRIM -18%
13	MARSHALL WACE, LLP	374,906374,906	$10M	1.24%	TRIM -29%
14	JACOBS LEVY EQUITY MANAGEMENT, INC	358,682358,682	$9M	1.18%	ADD 4%
15	AQR CAPITAL MANAGEMENT LLC	349,249349,249	$9M	1.15%	TRIM -16%
16	GOLDMAN SACHS GROUP INC	333,283333,283	$9M	1.10%	ADD 92%
17	MORGAN STANLEY	285,084285,084	$7M	0.94%	ADD 5%
18	TWO SIGMA INVESTMENTS, LP	274,542274,542	$7M	0.90%	ADD 229%
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC	259,973259,973	$7M	0.86%	ADD 4%
20	NORTHERN TRUST CORP	241,415241,415	$6M	0.80%	ADD 4%
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	234,637234,637	$6M	0.77%	TRIM -8%
22	Invesco Ltd.	228,720228,720	$6M	0.75%	ADD 195%
23	Qube Research & Technologies Ltd	222,385222,385	$6M	0.73%	TRIM -24%
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	218,655218,655	$6M	0.72%	ADD 53%
25	JANE STREET GROUP, LLC	208,163208,163	$5M	0.69%	ADD 436%
26	UBS Group AG	203,005203,005	$5M	0.67%	TRIM -33%
27	BANK OF AMERICA CORP /DE/	194,689194,689	$5M	0.64%	ADD 92%
28	CITADEL ADVISORS LLC	183,632183,632	$5M	0.61%	ADD 23%
29	Quartz Partners, LLC	181,933181,933	$5M	0.60%	TRIM -3%
30	RENAISSANCE TECHNOLOGIES LLC	172,530172,530	$5M	0.57%	TRIM -5%
31	Nuveen, LLC	169,898169,898	$4M	0.56%	—
32	SEGALL BRYANT & HAMILL, LLC	165,232165,232	$4M	0.54%	TRIM -4%
33	Empowered Funds, LLC	162,178162,178	$4M	0.53%	ADD 7%
34	VANGUARD FIDUCIARY TRUST CO	156,336156,336	$4M	0.52%	NEW
35	FRANKLIN RESOURCES INC	156,321156,321	$4M	0.52%	ADD 72%
36	AMERIPRISE FINANCIAL INC	140,457140,457	$4M	0.46%	TRIM -9%
37	Trexquant Investment LP	136,624136,624	$4M	0.45%	TRIM -12%
38	Arkadios Wealth Advisors	134,753134,753	$4M	0.44%	—
39	Annis Gardner Whiting Capital Advisors, LLC	126,871126,871	$3M	0.42%	ADD 65%
40	FMR LLC	125,129125,129	$3M	0.41%	ADD 13%
41	CITIGROUP INC	109,398109,398	$3M	0.36%	ADD 124%
42	RAYMOND JAMES FINANCIAL INC	102,957102,957	$3M	0.34%	—
43	Bank of New York Mellon Corp	102,075102,075	$3M	0.34%	TRIM -5%
44	ALLIANCEBERNSTEIN L.P.	81,81481,814	$2M	0.27%	ADD 19%
45	MILLENNIUM MANAGEMENT LLC	90,52190,521	$2M	0.30%	ADD 90%
46	FIRST TRUST ADVISORS LP	86,81886,818	$2M	0.29%	ADD 6%
47	Y-Intercept (Hong Kong) Ltd	84,25084,250	$2M	0.28%	NEW
48	JPMORGAN CHASE & CO	80,88780,887	$2M	0.27%	TRIM -5%
49	Squarepoint Ops LLC	78,62778,627	$2M	0.26%	ADD 64%
50	LOS ANGELES CAPITAL MANAGEMENT LLC	61,96061,960	$2M	0.20%	TRIM -14%
51	Sanctuary Advisors, LLC	61,23361,233	$2M	0.20%	TRIM -10%
52	INSTRUMENTAL WEALTH, LLC	60,06060,060	$2M	0.20%	—
53	Inspire Investing, LLC	58,91558,915	$2M	0.19%	NEW
54	HRT FINANCIAL LP	57,51157,511	$2M	0.19%	TRIM -66%
55	Boston Partners	55,53855,538	$1M	0.18%	ADD 4%
56	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	54,50454,504	$1M	0.18%	—
57	Cerity Partners LLC	52,10052,100	$1M	0.17%	ADD 23%
58	XTX Topco Ltd	51,92551,925	$1M	0.17%	ADD 127%
59	GSA CAPITAL PARTNERS LLP	51,11351,113	$1M	0.17%	NEW
60	OSAIC HOLDINGS, INC.	50,31750,317	$1M	0.17%	ADD 32%
61	TUDOR INVESTMENT CORP ET AL	50,06950,069	$1M	0.16%	TRIM -73%
62	Swiss National Bank	49,00049,000	$1M	0.16%	—
63	NAVELLIER & ASSOCIATES INC	47,20047,200	$1M	0.16%	ADD 51%
64	Creative Planning	45,33345,333	$1M	0.15%	TRIM -17%
65	Russell Investments Group, Ltd.	42,42442,424	$1M	0.14%	ADD 93%
66	Vanguard Global Advisers, LLC	38,87338,873	$1M	0.13%	NEW
67	TRUIST FINANCIAL CORP	37,19537,195	$976,369	0.12%	—
68	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	35,14935,149	$922,661	0.12%	—
69	Interval Partners, LP	32,85732,857	$862,496	0.11%	—
70	SUSQUEHANNA INTERNATIONAL GROUP, LLP	31,94731,947	$838,609	0.11%	TRIM -66%
71	TEACHER RETIREMENT SYSTEM OF TEXAS	31,16031,160	$817,950	0.10%	NEW
72	VICTORY CAPITAL MANAGEMENT INC	31,00031,000	$813,750	0.10%	TRIM -4%
73	SEI INVESTMENTS CO	30,42030,420	$798,604	0.10%	TRIM -30%
74	IEQ CAPITAL, LLC	30,25030,250	$794,063	0.10%	TRIM -31%
75	RHUMBLINE ADVISERS	30,18630,186	$792,371	0.10%	—
76	Mariner, LLC	29,00729,007	$761,433	0.10%	TRIM -30%
77	Verdad Advisers, LP	26,49426,494	$695,468	0.09%	TRIM -8%
78	KESTRA PRIVATE WEALTH SERVICES, LLC	26,30326,303	$690,454	0.09%	—
79	Cambria Investment Management, L.P.	26,16826,168	$686,910	0.09%	ADD 17%
80	BARCLAYS PLC	25,33925,339	$665,149	0.08%	TRIM -60%
81	VARCOV Co.	25,26725,267	$663,259	0.08%	ADD 48%
82	Quantinno Capital Management LP	23,78123,781	$624,251	0.08%	ADD 27%
83	Man Group plc	23,61723,617	$619,946	0.08%	ADD 124%
84	STATE OF WISCONSIN INVESTMENT BOARD	23,47623,476	$616,245	0.08%	TRIM -13%
85	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	23,31223,312	$611,940	0.08%	—
86	STRS OHIO	22,30022,300	$585,375	0.07%	—
87	Jump Financial, LLC	21,60021,600	$567,000	0.07%	ADD 24%
88	SG Americas Securities, LLC	21,28221,282	$559,000	0.07%	TRIM -22%
89	DEUTSCHE BANK AG\	20,84320,843	$547,129	0.07%	ADD 11%
90	Dynamic Technology Lab Private Ltd	20,75820,758	$544,898	0.07%	—
91	CWM, LLC	20,62320,623	$541,354	0.07%	TRIM -6%
92	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	19,90719,907	$522,559	0.07%	ADD 27%
93	LPL Financial LLC	19,46119,461	$510,851	0.06%	TRIM -36%
94	PRICE T ROWE ASSOCIATES INC /MD/	18,85618,856	$495,000	0.06%	ADD 38%
95	Informed Momentum Co LLC	18,84318,843	$494,629	0.06%	TRIM -90%
96	BAILARD, INC.	18,67918,679	$490,324	0.06%	—
97	Optimize Financial Inc	17,72217,722	$465,203	0.06%	NEW
98	ALPS ADVISORS INC	17,54017,540	$460,425	0.06%	NEW
99	STIFEL FINANCIAL CORP	17,40017,400	$456,753	0.06%	TRIM -3%
100	Campbell & CO Investment Adviser LLC	17,12417,124	$449,505	0.06%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

1.9M

2.0M

1.9M

2.2M

$57M

DIMENSIONAL FUND ADVISORS LP

1.6M

1.5M

1.4M

1.3M

1.2M

$33M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.0M

$26M

AMERICAN CENTURY COMPANIES INC

590K

677K

797K

888K

927K

989K

$26M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

847K

$22M

GEODE CAPITAL MANAGEMENT, LLC

500K

510K

518K

631K

666K

739K

$19M

Connor, Clark & Lunn Investment Management Ltd.

448K

486K

649K

626K

580K

551K

$14M

STATE STREET CORP

432K

431K

452K

456K

508K

525K

$14M

PRUDENTIAL FINANCIAL INC

94K

98K

384K

692K

835K

492K

$13M

Assenagon Asset Management S.A.

148K

143K

462K

$12M

Pacific Ridge Capital Partners, LLC

814K

776K

361K

459K

372K

406K

$11M

ACADIAN ASSET MANAGEMENT LLC

628K

620K

527K

457K

469K

387K

$10M

MARSHALL WACE, LLP

664K

593K

942K

1.0M

527K

375K

$10M

JACOBS LEVY EQUITY MANAGEMENT, INC

645K

503K

465K

424K

344K

359K

$9M

AQR CAPITAL MANAGEMENT LLC

469K

509K

385K

400K

417K

349K

$9M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	187	18,846,158	62.1%	$495M
2025-Q4	200	19,027,485	62.7%	$556M
2025-Q3	176	18,705,679

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · HRTG

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
Hyer Raymond T	7.03%	Passive	2025-06-30	SEC →
DIMENSIONAL FUND ADVISORS LP	3.6%	QII	2025-03-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding HRTG · 2026-Q1 methodology → sources →

187 holders

% of shares outstanding held

62.1%

Shares held (13F)

18,846,158

Reporting holders

187

Top holders

largest 100 of 187 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	2,190,3702.2M	$57M	7.22%	—
2	DIMENSIONAL FUND ADVISORS LP	1,246,9231.2M	$33M	4.11%	ADD 3%
3	VANGUARD CAPITAL MANAGEMENT LLC	1,001,2431.0M	$26M	3.30%	NEW†
4	AMERICAN CENTURY COMPANIES INC	988,951988,951	$26M	3.26%	ADD 7%
5	VANGUARD PORTFOLIO MANAGEMENT LLC	846,693846,693	$22M	2.79%	NEW†
6	GEODE CAPITAL MANAGEMENT, LLC	738,890738,890	$19M	2.43%	ADD 11%
7	Connor, Clark & Lunn Investment Management Ltd.	550,867550,867	$14M	1.82%	TRIM -5%
8	STATE STREET CORP	525,099525,099	$14M	1.73%	ADD 3%
9	PRUDENTIAL FINANCIAL INC	492,092492,092	$13M	1.62%	TRIM -41%
10	Assenagon Asset Management S.A.	461,844461,844	$12M	1.52%	—
11	Pacific Ridge Capital Partners, LLC	405,860405,860	$11M	1.34%	ADD 9%
12	ACADIAN ASSET MANAGEMENT LLC	386,624386,624	$10M	1.27%	TRIM -18%
13	MARSHALL WACE, LLP	374,906374,906	$10M	1.24%	TRIM -29%
14	JACOBS LEVY EQUITY MANAGEMENT, INC	358,682358,682	$9M	1.18%	ADD 4%
15	AQR CAPITAL MANAGEMENT LLC	349,249349,249	$9M	1.15%	TRIM -16%
16	GOLDMAN SACHS GROUP INC	333,283333,283	$9M	1.10%	ADD 92%
17	MORGAN STANLEY	285,084285,084	$7M	0.94%	ADD 5%
18	TWO SIGMA INVESTMENTS, LP	274,542274,542	$7M	0.90%	ADD 229%
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC	259,973259,973	$7M	0.86%	ADD 4%
20	NORTHERN TRUST CORP	241,415241,415	$6M	0.80%	ADD 4%
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	234,637234,637	$6M	0.77%	TRIM -8%
22	Invesco Ltd.	228,720228,720	$6M	0.75%	ADD 195%
23	Qube Research & Technologies Ltd	222,385222,385	$6M	0.73%	TRIM -24%
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	218,655218,655	$6M	0.72%	ADD 53%
25	JANE STREET GROUP, LLC	208,163208,163	$5M	0.69%	ADD 436%
26	UBS Group AG	203,005203,005	$5M	0.67%	TRIM -33%
27	BANK OF AMERICA CORP /DE/	194,689194,689	$5M	0.64%	ADD 92%
28	CITADEL ADVISORS LLC	183,632183,632	$5M	0.61%	ADD 23%
29	Quartz Partners, LLC	181,933181,933	$5M	0.60%	TRIM -3%
30	RENAISSANCE TECHNOLOGIES LLC	172,530172,530	$5M	0.57%	TRIM -5%
31	Nuveen, LLC	169,898169,898	$4M	0.56%	—
32	SEGALL BRYANT & HAMILL, LLC	165,232165,232	$4M	0.54%	TRIM -4%
33	Empowered Funds, LLC	162,178162,178	$4M	0.53%	ADD 7%
34	VANGUARD FIDUCIARY TRUST CO	156,336156,336	$4M	0.52%	NEW
35	FRANKLIN RESOURCES INC	156,321156,321	$4M	0.52%	ADD 72%
36	AMERIPRISE FINANCIAL INC	140,457140,457	$4M	0.46%	TRIM -9%
37	Trexquant Investment LP	136,624136,624	$4M	0.45%	TRIM -12%
38	Arkadios Wealth Advisors	134,753134,753	$4M	0.44%	—
39	Annis Gardner Whiting Capital Advisors, LLC	126,871126,871	$3M	0.42%	ADD 65%
40	FMR LLC	125,129125,129	$3M	0.41%	ADD 13%
41	CITIGROUP INC	109,398109,398	$3M	0.36%	ADD 124%
42	RAYMOND JAMES FINANCIAL INC	102,957102,957	$3M	0.34%	—
43	Bank of New York Mellon Corp	102,075102,075	$3M	0.34%	TRIM -5%
44	ALLIANCEBERNSTEIN L.P.	81,81481,814	$2M	0.27%	ADD 19%
45	MILLENNIUM MANAGEMENT LLC	90,52190,521	$2M	0.30%	ADD 90%
46	FIRST TRUST ADVISORS LP	86,81886,818	$2M	0.29%	ADD 6%
47	Y-Intercept (Hong Kong) Ltd	84,25084,250	$2M	0.28%	NEW
48	JPMORGAN CHASE & CO	80,88780,887	$2M	0.27%	TRIM -5%
49	Squarepoint Ops LLC	78,62778,627	$2M	0.26%	ADD 64%
50	LOS ANGELES CAPITAL MANAGEMENT LLC	61,96061,960	$2M	0.20%	TRIM -14%
51	Sanctuary Advisors, LLC	61,23361,233	$2M	0.20%	TRIM -10%
52	INSTRUMENTAL WEALTH, LLC	60,06060,060	$2M	0.20%	—
53	Inspire Investing, LLC	58,91558,915	$2M	0.19%	NEW
54	HRT FINANCIAL LP	57,51157,511	$2M	0.19%	TRIM -66%
55	Boston Partners	55,53855,538	$1M	0.18%	ADD 4%
56	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	54,50454,504	$1M	0.18%	—
57	Cerity Partners LLC	52,10052,100	$1M	0.17%	ADD 23%
58	XTX Topco Ltd	51,92551,925	$1M	0.17%	ADD 127%
59	GSA CAPITAL PARTNERS LLP	51,11351,113	$1M	0.17%	NEW
60	OSAIC HOLDINGS, INC.	50,31750,317	$1M	0.17%	ADD 32%
61	TUDOR INVESTMENT CORP ET AL	50,06950,069	$1M	0.16%	TRIM -73%
62	Swiss National Bank	49,00049,000	$1M	0.16%	—
63	NAVELLIER & ASSOCIATES INC	47,20047,200	$1M	0.16%	ADD 51%
64	Creative Planning	45,33345,333	$1M	0.15%	TRIM -17%
65	Russell Investments Group, Ltd.	42,42442,424	$1M	0.14%	ADD 93%
66	Vanguard Global Advisers, LLC	38,87338,873	$1M	0.13%	NEW
67	TRUIST FINANCIAL CORP	37,19537,195	$976,369	0.12%	—
68	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	35,14935,149	$922,661	0.12%	—
69	Interval Partners, LP	32,85732,857	$862,496	0.11%	—
70	SUSQUEHANNA INTERNATIONAL GROUP, LLP	31,94731,947	$838,609	0.11%	TRIM -66%
71	TEACHER RETIREMENT SYSTEM OF TEXAS	31,16031,160	$817,950	0.10%	NEW
72	VICTORY CAPITAL MANAGEMENT INC	31,00031,000	$813,750	0.10%	TRIM -4%
73	SEI INVESTMENTS CO	30,42030,420	$798,604	0.10%	TRIM -30%
74	IEQ CAPITAL, LLC	30,25030,250	$794,063	0.10%	TRIM -31%
75	RHUMBLINE ADVISERS	30,18630,186	$792,371	0.10%	—
76	Mariner, LLC	29,00729,007	$761,433	0.10%	TRIM -30%
77	Verdad Advisers, LP	26,49426,494	$695,468	0.09%	TRIM -8%
78	KESTRA PRIVATE WEALTH SERVICES, LLC	26,30326,303	$690,454	0.09%	—
79	Cambria Investment Management, L.P.	26,16826,168	$686,910	0.09%	ADD 17%
80	BARCLAYS PLC	25,33925,339	$665,149	0.08%	TRIM -60%
81	VARCOV Co.	25,26725,267	$663,259	0.08%	ADD 48%
82	Quantinno Capital Management LP	23,78123,781	$624,251	0.08%	ADD 27%
83	Man Group plc	23,61723,617	$619,946	0.08%	ADD 124%
84	STATE OF WISCONSIN INVESTMENT BOARD	23,47623,476	$616,245	0.08%	TRIM -13%
85	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	23,31223,312	$611,940	0.08%	—
86	STRS OHIO	22,30022,300	$585,375	0.07%	—
87	Jump Financial, LLC	21,60021,600	$567,000	0.07%	ADD 24%
88	SG Americas Securities, LLC	21,28221,282	$559,000	0.07%	TRIM -22%
89	DEUTSCHE BANK AG\	20,84320,843	$547,129	0.07%	ADD 11%
90	Dynamic Technology Lab Private Ltd	20,75820,758	$544,898	0.07%	—
91	CWM, LLC	20,62320,623	$541,354	0.07%	TRIM -6%
92	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	19,90719,907	$522,559	0.07%	ADD 27%
93	LPL Financial LLC	19,46119,461	$510,851	0.06%	TRIM -36%
94	PRICE T ROWE ASSOCIATES INC /MD/	18,85618,856	$495,000	0.06%	ADD 38%
95	Informed Momentum Co LLC	18,84318,843	$494,629	0.06%	TRIM -90%
96	BAILARD, INC.	18,67918,679	$490,324	0.06%	—
97	Optimize Financial Inc	17,72217,722	$465,203	0.06%	NEW
98	ALPS ADVISORS INC	17,54017,540	$460,425	0.06%	NEW
99	STIFEL FINANCIAL CORP	17,40017,400	$456,753	0.06%	TRIM -3%
100	Campbell & CO Investment Adviser LLC	17,12417,124	$449,505	0.06%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

1.9M

2.0M

1.9M

2.2M

$57M

DIMENSIONAL FUND ADVISORS LP

1.6M

1.5M

1.4M

1.3M

1.2M

$33M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.0M

$26M

AMERICAN CENTURY COMPANIES INC

590K

677K

797K

888K

927K

989K

$26M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

847K

$22M

GEODE CAPITAL MANAGEMENT, LLC

500K

510K

518K

631K

666K

739K

$19M

Connor, Clark & Lunn Investment Management Ltd.

448K

486K

649K

626K

580K

551K

$14M

STATE STREET CORP

432K

431K

452K

456K

508K

525K

$14M

PRUDENTIAL FINANCIAL INC

94K

98K

384K

692K

835K

492K

$13M

Assenagon Asset Management S.A.

148K

143K

462K

$12M

Pacific Ridge Capital Partners, LLC

814K

776K

361K

459K

372K

406K

$11M

ACADIAN ASSET MANAGEMENT LLC

628K

620K

527K

457K

469K

387K

$10M

MARSHALL WACE, LLP

664K

593K

942K

1.0M

527K

375K

$10M

JACOBS LEVY EQUITY MANAGEMENT, INC

645K

503K

465K

424K

344K

359K

$9M

AQR CAPITAL MANAGEMENT LLC

469K

509K

385K

400K

417K

349K

$9M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	187	18,846,158	62.1%	$495M
2025-Q4	200	19,027,485	62.7%	$556M
2025-Q3	176	18,705,679

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · HRTG

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
Hyer Raymond T	7.03%	Passive	2025-06-30	SEC →
DIMENSIONAL FUND ADVISORS LP	3.6%	QII	2025-03-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

HRTG US Equity☆

Institutional ownership· 13F filers holding HRTG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HRTG

Institutional ownership· 13F filers holding HRTG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HRTG

HRTG US Equity