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Heritage Insuran (HRTG)
NYSE
$24.70+$0.91 (+3.83%)
Price as of Jun 23, 2026 7:37 PM EDT- $720.2MMarket Cap
- 2.28%1-Year Change
- Insurance - Property & CasualtyIndustry
Heritage Insuran (HRTG)
$24.70+$0.91 (+3.83%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK, INC. | 7.22% | 2.2M | -23,360 (-1.07%) | Mar 31, 2026 |
BLACKROCK FUNDING, INC. /DE | 6.36% | 1.9M | +11,061 (+0.57%) | Dec 31, 2024 |
VANGUARD GROUP INC | 6.20% | 1.9M | +234,296 (+12.46%) | Dec 31, 2025 |
BLACKROCK INC. | 5.83% | 1.8M | +1.1M (+64.34%) | Jun 30, 2024 |
RUTABAGA CAPITAL MANAGEMENT LLC/MA | 4.14% | 1.3M | +85,937 (+6.83%) | Sep 30, 2022 |
DIMENSIONAL FUND ADVISORS LP | 4.11% | 1.2M | +36,879 (+2.96%) | Mar 31, 2026 |
N/A | 3.30% | 1.0M | +1.0M (+100.00%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
COLUMBIA FUNDS SERIES TRUST | 13.84% | 4.2M | 0 (0.00%) | Jan 31, 2026 |
TRI-CONTINENTAL CORP | 11.53% | 3.5M | 0 (0.00%) | Mar 31, 2026 |
BANCROFT FUND LTD | 3.29% | 1.0M | 0 (0.00%) | Mar 31, 2026 |
VANGUARD INDEX FUNDS | 3.22% | 977,696 | +6,190 (+0.63%) | Mar 31, 2026 |
iSHARES TRUST | 3.16% | 958,481 | -8,193 (-0.85%) | Mar 31, 2026 |
AMERICAN CENTURY ETF TRUST | 3.06% | 928,901 | +57,243 (+6.16%) | Feb 28, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 1.96% | 593,535 | -15,107 (-2.55%) | Jan 31, 2026 |
Current Ownership Distribution
- Institutions264.9M (57.43%)
- Mutual Funds189.4M (41.07%)
- Insiders6.9M (1.50%)
- Other0 (0.00%)
Insider Transactions
- 1.50% (6.9M)Current InsiderOwnership (%, shares)
- 1Number of InsiderBuying (last 12 months)
- $1.7MAmount of InsiderBuying (last 12 months)
- 4Number of InsiderSelling (last 12 months)
- $608.9MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
WHITING PAUL L | Gift | Jun 11, 2026 | $0.00 | 9,662 | $0.00 | 96,167 |
Apostolou Panagiotis | Award | Jun 10, 2026 | $0.00 | 2,703 | $0.00 | 169,972 |
Vattamattam Joseph | Award | Jun 10, 2026 | $0.00 | 2,703 | $0.00 | 63,763 |
WIDDICOMBE RICHARD A | Award | Jun 10, 2026 | $0.00 | 2,703 | $0.00 | 451,750 |
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 |
Garateix Ernie J Chief Executive Officer | Sell | Dec 22, 2025 | $245,668.82 | 8,334 | $29.48 | 1.1M |
JOHNS TIMOTHY E. See Remarks | In Kind | Dec 15, 2025 | $62,451.84 | 2,112 | $29.57 | 36,927 |
Lusk Kirk Chief Financial Officer | In Kind | Dec 15, 2025 | $535,571.84 | 18,112 | $29.57 | 532,313 |
Garateix Ernie J Chief Executive Officer | In Kind | Dec 15, 2025 | $1.2M | 40,634 | $29.57 | 1.1M |
Moura Timothy See Remarks | In Kind | Dec 15, 2025 | $281,388.12 | 9,516 | $29.57 | 266,618 |
Binnun Sharon Chief Accounting Officer | In Kind | Dec 15, 2025 | $137,056.95 | 4,635 | $29.57 | 171,371 |
Garateix Ernie J Chief Executive Officer | Sell | Nov 20, 2025 | $114,543.30 | 4,360 | $26.27 | 1.2M |