HRTG
Heritage Insuran (HRTG)
NYSE
$37.80+$0.72 (+1.94%)
Price as of Oct 22, 2026 5:29 PM EDT
  • $1.1B
    Market Cap
  • 58.60%
    1-Year Change
  • Insurance - Property & Casualty
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
BLACKROCK, INC.
7.85%
2.3M
+142,519 (+6.11%)
Jun 30, 2026
BLACKROCK FUNDING, INC. /DE
6.49%
1.9M
+11,061 (+0.57%)
Dec 31, 2024
VANGUARD GROUP INC
6.33%
1.9M
+234,296 (+12.46%)
Dec 31, 2025
BLACKROCK INC.
5.95%
1.8M
+1.1M (+64.34%)
Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP
4.41%
1.3M
+63,692 (+4.86%)
Jun 30, 2026
RUTABAGA CAPITAL MANAGEMENT LLC/MA
4.23%
1.3M
+85,937 (+6.83%)
Sep 30, 2022
AMERICAN CENTURY COMPANIES INC
3.59%
1.1M
+77,985 (+7.31%)
Jun 30, 2026

Current Ownership Distribution

  • Institutions285.3M (55.25%)
  • Mutual Funds224.3M (43.44%)
  • Insiders6.8M (1.31%)
  • Other0 (0.00%)

Insider Transactions

  • 1.31% (6.8M)
    Current InsiderOwnership (%, shares)
  • 0
    Number of InsiderBuying (last 12 months)
  • $0.00
    Amount of InsiderBuying (last 12 months)
  • 6
    Number of InsiderSelling (last 12 months)
  • $544.1M
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
JOHNS TIMOTHY E.
See Remarks
Sell
Oct 19, 2026
$125,685.70
3,500
$35.91
18,438
JOHNS TIMOTHY E.
See Remarks
Sell
Sep 18, 2026
$121,579.15
3,500
$34.74
21,938
Garateix Ernie J
Chief Executive Officer
Sell
Sep 14, 2026
$88,135.00
2,500
$35.25
1.0M
Binnun Sharon
Chief Accounting Officer
Sell
Sep 09, 2026
$221,995.48
6,565
$33.81
80,623
Garateix Ernie J
Chief Executive Officer
Sell
Sep 03, 2026
$87,750.00
2,500
$35.10
1.0M
Binnun Sharon
Chief Accounting Officer
Sell
Sep 01, 2026
$311,994.08
9,200
$33.91
87,188
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