Company · Ownership research

Heritage Insurance Holdings, Inc. HRTG

CIK 0001598665 · CUSIP 42727J102

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 42727J102 (HRTG), not CUSIP 42727J902 (HRTG), CUSIP 42727J952 (HRTG), and does not merge CUSIPs.

This page lists the top 20 of 67 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$43.95M 1,325,669 shares	0.01%	+15.05K(+1.10%)Added	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$20.35M 613,727 shares	0.00%	-136.15K(-18.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	Assenagon Asset Management S.A. CIK 1546007 · View history	$9.38M 282,917 shares	0.01%	+19.60K(+7.40%)Added	SEC filing ↗ Oct 15, 2026	▾
04	Quartz Partners, LLC CIK 1659978 · View history	$5.90M 177,982 shares	1.79%	-10.83K(-5.70%)Reduced	SEC filing ↗ Nov 3, 2026	▾
05	CITIGROUP INC CIK 831001 · View history	$4.80M 144,744 shares	0.00%	+41.66K(+40.40%)Added	SEC filing ↗ Nov 4, 2026	▾
06	Bank of New York Mellon Corp CIK 1390777 · View history	$3.71M 111,775 shares	0.00%	+1.66K(+1.50%)Added	SEC filing ↗ Nov 5, 2026	▾
07	Creative Planning CIK 1540235 · View history	$2.62M 79,030 shares	0.00%	+29.50K(+59.60%)Added	SEC filing ↗ Nov 2, 2026	▾
08	Inspire Investing, LLC CIK 1670139 · View history	$2.33M 70,152 shares	0.10%	+70.15KNew	SEC filing ↗ Oct 22, 2026	▾
09	Y-Intercept (Hong Kong) Ltd CIK 1772875 · View history	$2.06M 62,266 shares	0.05%	-26.20K(-29.60%)Reduced	SEC filing ↗ Oct 16, 2026	▾
10	INSTRUMENTAL WEALTH, LLC CIK 1976010 · View history	$1.99M 60,060 shares	0.97%	0(0.00%)Unchanged	SEC filing ↗ Oct 20, 2026	▾
11	BURNEY CO/ CIK 940445 · View history	$1.70M 51,160 shares	0.05%	+51.16KNew	SEC filing ↗ Oct 15, 2026	▾
12	SIERRA SUMMIT ADVISORS LLC CIK 2012614 · View history	$1.53M 46,057 shares	0.18%	+9.12K(+24.70%)Added	SEC filing ↗ Oct 28, 2026	▾
13	BARCLAYS PLC CIK 312069 · View history	$1.16M 34,858 shares	0.00%	+10.52K(+43.20%)Added	SEC filing ↗ Nov 6, 2026	▾
14	STRS OHIO CIK 820478 · View history	$1.01M 30,500 shares	0.00%	+3.30K(+12.10%)Added	SEC filing ↗ Oct 30, 2026	▾
15	VIRGINIA RETIREMENT SYSTEMS ET Al CIK 1005354 · View history	$1.01M 30,400 shares	0.01%	-6.40K(-17.40%)Reduced	SEC filing ↗ Oct 28, 2026	▾
16	Russell Investments Group, Ltd. CIK 1692234 · View history	$992.38K 29,935 shares	0.00%	-3.42K(-10.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
17	Savant Capital, LLC CIK 1482880 · View history	$838.23K 25,286 shares	0.00%	+25.29KNew	SEC filing ↗ Nov 6, 2026	▾
18	DEUTSCHE BANK AG\ CIK 948046 · View history	$727.77K 21,954 shares	0.00%	-3.27K(-13.00%)Reduced	SEC filing ↗ Nov 6, 2026	▾
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 1510434 · View history	$714.05K 21,540 shares	0.01%	+8.19K(+61.30%)Added	SEC filing ↗ Oct 27, 2026	▾
20	BAILARD, INC. CIK 750641 · View history	$619.21K 18,679 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Oct 13, 2026	▾

Showing 20 / 67 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,446,004

Not deduplicated across managers

Disclosed value

$114.29M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Heritage Insurance Holdings, Inc. · Q3 2026

Explore all 67 reporting institutions.

This page includes 20 of 67 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.