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Heritage Insurance Holdings (HRTG) Ownership - Who Owns Heritage Insurance Holdings?
Heritage Insurance Holdings (HRTG) Ownership Overview
- 9.10% Insiders
- 14.29% Mutual Funds
- 1.86% Other Institutional Investors
- 19.45% ETFs
- 55.30% Public Companies and Individual Investors
The ownership structure of Heritage Insurance Holdings (HRTG) stock is a mix of institutional, retail, and individual investors. Approximately 35.60% of the company’s stock is owned by Institutional Investors, 9.10% is owned by Insiders, and 55.30% is owned by Public Companies and Individual Investors.
The ownership structure of Heritage Insurance Holdings (HRTG) stock is a mix of institutional, retail, and individual investors. Approximately 35.60% of the company’s stock is owned by Institutional Investors, 9.10% is owned by Insiders, and 55.30% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Sep 15, 2026 | Ernie Garateix | $88,125 | |
| Sep 10, 2026 | Sharon Binnun | $221,963 | |
| Sep 07, 2026 | Ernie Garateix | $87,750 | |
| Aug 25, 2026 | Ernie Garateix | $348,700 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|---|---|---|
| Jun 30, 2026 | Graham Capital Management, L.p. | $216,021 | |
| Jun 30, 2026 | $60,841,745 |
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard | 1,306,592 | Institution | 4.39% | 46,566,939 |
| Avantis | 1,177,230 | Institution | 3.96% | 41,956,477 |
| Ishares | 1,058,567 | Institution | 3.56% | 37,727,328 |
| Ernie Garateix | 1,035,955 | Insider | 3.48% | 36,921,436 |
| Vanguard Index Funds | 990,331 | Institution | 3.33% | 35,295,397 |
| Dfa | 896,513 | Institution | 3.02% | 31,951,723 |
| Dfa Investment Dimensions Group Inc | 642,517 | Institution | 2.16% | 22,899,306 |
| Kirk Lusk | 492,522 | Insider | 1.66% | 17,553,484 |
| Richard Widdicombe | 451,750 | Insider | 1.52% | 16,100,370 |
| Fidelity | 320,619 | Institution | 1.08% | 11,426,861 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard Index Funds | 990,331 | Institution | 3.33% | 35,295,397 |
| Dfa Investment Dimensions Group Inc | 642,517 | Institution | 2.16% | 22,899,306 |
| Fidelity Salem Street Trust | 309,305 | Institution | 1.04% | 11,023,630 |
| Tiaa-cref Funds | 294,356 | Institution | 0.99% | 10,490,848 |
| Vanguard Explorer Fund | 258,215 | Institution | 0.87% | 9,202,783 |
| Vanguard Horizon Funds | 228,004 | Institution | 0.77% | 8,126,063 |
| Fidelity Concord Street Trust | 206,765 | Institution | 0.70% | 7,369,105 |
| Vanguard Scottsdale Funds | 167,149 | Institution | 0.56% | 5,957,190 |
| Vanguard Montgomery Funds | 118,585 | Institution | 0.40% | 4,226,369 |
| Bridgeway Funds, Inc. | 97,100 | Institution | 0.33% | 3,460,644 |
Top ETF Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Avantis, AVUV ETF | 1,014,128 | Institution | 3.41% | 36,650,586 |
| Vanguard, VTI ETF | 730,399 | Institution | 2.46% | 24,212,727 |
| iShares, IWM ETF | 636,563 | Institution | 2.14% | 23,005,387 |
| DFA, DFAT ETF | 479,455 | Institution | 1.61% | 17,327,504 |
| Fidelity, FESM ETF | 314,144 | Institution | 1.06% | 11,353,164 |
| Vanguard, VXF ETF | 264,745 | Institution | 0.89% | 8,776,297 |
| DFA, DFAS ETF | 239,973 | Institution | 0.81% | 8,672,624 |
| iShares, IWN ETF | 232,586 | Institution | 0.78% | 8,405,658 |
| Bridgeway, BSVO ETF | 161,873 | Institution | 0.54% | 5,850,090 |
| Vanguard, VTWO ETF | 144,115 | Institution | 0.48% | 4,777,412 |
FAQ
Who Owns Heritage Insurance Holdings (HRTG)?
According to the latest TipRanks data, approximately 35.60% of the company's stock is held by institutional investors, 9.10% is held by insiders, and 55.30% is held by public companies and individual investors.
What percentage of Heritage Insurance Holdings (HRTG) stock is held by institutional investors?
According to the latest TipRanks data, approximately 35.60% of Heritage Insurance Holdings (HRTG) stock is held by institutional investors: 14.29% by mutual funds, 19.45% by ETFs and 1.86% by other institutional investors.
What percentage of Heritage Insurance Holdings (HRTG) stock is held by retail investors?
According to the latest TipRanks data, approximately 55.30% of Heritage Insurance Holdings (HRTG) stock is held by public companies and individual investors.
Who owns the most shares of Heritage Insurance Holdings (HRTG)?
Vanguard owns the most shares of Heritage Insurance Holdings (HRTG).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.