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Heritage Insuran (HRTG)
NYSE
$33.86+$0.02 (+0.06%)
Price as of Aug 21, 2026 7:30 PM EDT- $1.0BMarket Cap
- 49.40%1-Year Change
- Insurance - Property & CasualtyIndustry
Heritage Insuran (HRTG)
$33.86+$0.02 (+0.06%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK, INC. | 7.71% | 2.3M | +142,519 (+6.11%) | Jun 30, 2026 |
BLACKROCK FUNDING, INC. /DE | 6.38% | 1.9M | +11,061 (+0.57%) | Dec 31, 2024 |
VANGUARD GROUP INC | 6.21% | 1.9M | +234,296 (+12.46%) | Dec 31, 2025 |
BLACKROCK INC. | 5.85% | 1.8M | +1.1M (+64.34%) | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.33% | 1.3M | +63,692 (+4.86%) | Jun 30, 2026 |
RUTABAGA CAPITAL MANAGEMENT LLC/MA | 4.16% | 1.3M | +85,937 (+6.83%) | Sep 30, 2022 |
AMERICAN CENTURY COMPANIES INC | 3.52% | 1.1M | +77,985 (+7.31%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
COLUMBIA FUNDS SERIES TRUST | 13.87% | 4.2M | 0 (0.00%) | Apr 30, 2026 |
TRI-CONTINENTAL CORP | 11.56% | 3.5M | 0 (0.00%) | Mar 31, 2026 |
AMERICAN CENTURY ETF TRUST | 3.33% | 1.0M | +78,947 (+7.83%) | May 31, 2026 |
BANCROFT FUND LTD | 3.30% | 1.0M | 0 (0.00%) | Mar 31, 2026 |
VANGUARD INDEX FUNDS | 3.23% | 977,696 | +6,190 (+0.63%) | Mar 31, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 2.10% | 636,444 | +42,909 (+6.74%) | Apr 30, 2026 |
Dimensional ETF Trust | 1.37% | 415,411 | -4,903 (-1.18%) | Apr 30, 2026 |
Current Ownership Distribution
- Institutions284.7M (57.52%)
- Mutual Funds203.4M (41.10%)
- Insiders6.8M (1.38%)
- Other0 (0.00%)
Insider Transactions
- 1.38% (6.8M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 6Number of InsiderSelling (last 12 months)
- $707.7MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
JOHNS TIMOTHY E. See Remarks | Sell | Aug 19, 2026 | $117,864.25 | 3,500 | $33.68 | 25,438 |
Garateix Ernie J Chief Executive Officer | Sell | Aug 18, 2026 | $172,725.00 | 5,000 | $34.55 | 1.1M |
Lusk Kirk Chief Financial Officer | Sell | Aug 17, 2026 | $341,587.00 | 10,000 | $34.16 | 492,522 |
Garateix Ernie J Chief Executive Officer | Sell | Aug 17, 2026 | $171,550.00 | 5,000 | $34.31 | 1.1M |
Moura Timothy See Remarks | Sell | Aug 10, 2026 | $490,680.63 | 15,104 | $32.49 | 144,941 |
Binnun Sharon Chief Accounting Officer | Sell | Aug 03, 2026 | $276,285.20 | 9,200 | $30.03 | 96,388 |
Binnun Sharon Chief Accounting Officer | Sell | Jul 01, 2026 | $244,492.76 | 9,200 | $26.58 | 105,588 |
WHITING PAUL L | Gift | Jun 11, 2026 | $0.00 | 9,662 | $0.00 | 96,167 |
WIDDICOMBE RICHARD A | Award | Jun 10, 2026 | $0.00 | 2,703 | $0.00 | 451,750 |
Vattamattam Joseph | Award | Jun 10, 2026 | $0.00 | 2,703 | $0.00 | 63,763 |
Apostolou Panagiotis | Award | Jun 10, 2026 | $0.00 | 2,703 | $0.00 | 169,972 |
WHITING PAUL L | Award | Jun 10, 2026 | $0.00 | 2,703 | $0.00 | 105,829 |
Barlas Irini | Award | Jun 10, 2026 | $0.00 | 2,703 | $0.00 | 71,022 |
Lusk Kirk Chief Financial Officer | In Kind | Mar 12, 2026 | $2.0M | 72,549 | $28.14 | 502,522 |
Moura Timothy See Remarks | In Kind | Mar 12, 2026 | $1.3M | 47,549 | $28.14 | 239,668 |
JOHNS TIMOTHY E. See Remarks | In Kind | Mar 12, 2026 | $297,946.32 | 10,588 | $28.14 | 28,938 |
Garateix Ernie J Chief Executive Officer | Award | Mar 05, 2026 | $0.00 | 25,960 | $0.00 | 1.1M |
Moura Timothy See Remarks | Award | Mar 05, 2026 | $0.00 | 4,337 | $0.00 | 270,955 |
Lusk Kirk Chief Financial Officer | Award | Mar 05, 2026 | $0.00 | 15,271 | $0.00 | 547,584 |
Binnun Sharon Chief Accounting Officer | Award | Mar 05, 2026 | $0.00 | 3,037 | $0.00 | 174,408 |
Garateix Ernie J Chief Executive Officer | Award | Mar 05, 2026 | $0.00 | 81,125 | $0.00 | 1.2M |
Moura Timothy See Remarks | Award | Mar 05, 2026 | $0.00 | 16,262 | $0.00 | 287,217 |
Lusk Kirk Chief Financial Officer | Award | Mar 05, 2026 | $0.00 | 27,487 | $0.00 | 575,071 |
JOHNS TIMOTHY E. See Remarks | Award | Mar 05, 2026 | $0.00 | 764 | $0.00 | 37,691 |
Binnun Sharon Chief Accounting Officer | Award | Mar 05, 2026 | $0.00 | 12,147 | $0.00 | 186,555 |
JOHNS TIMOTHY E. See Remarks | Award | Mar 05, 2026 | $0.00 | 1,835 | $0.00 | 39,526 |
Garateix Ernie J Chief Executive Officer | Sell | Feb 20, 2026 | $196,029.40 | 8,134 | $24.10 | 1.1M |
Garateix Ernie J Chief Executive Officer | Sell | Feb 20, 2026 | $4,970.00 | 200 | $24.85 | 1.1M |
Garateix Ernie J Chief Executive Officer | Sell | Jan 20, 2026 | $214,248.68 | 8,234 | $26.02 | 1.1M |
Garateix Ernie J Chief Executive Officer | Sell | Jan 20, 2026 | $2,667.00 | 100 | $26.67 | 1.1M |