Heritage Insurance Holdings, Inc. (HRTG) Insider Trading
Over the last 3 months, HRTG insiders made 2 open-market buys and 13 sales, a net sale of -$2.9M (SEC Form 4). Over the last 6 months, 171 institutions increased and 119 reduced their position (13F).
Insider Activity
Sentiment
10/100
Buys (3m)
2
Sells (3m)
13
Net (3m)
-$2.9M
Insiders buying
Insider trades by month Buys Sells
Dec
Jan
Feb
Mar
Apr
May
Context3-month price -21.3%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 20, 2026 | WHITING PAUL Ldirector | Buy | 1,000 | $24.45 |
| May 20, 2026 | WHITING PAUL Ldirector | Buy | 15,000 | $23.50 |
| May 5, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 9,200 | $28.99 |
| Apr 21, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Sell | 8,034 | $27.52 |
| Apr 21, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Sell | 300 | $28.40 |
| Apr 3, 2026 | Moura Timothyofficer: See Remarks | Sell | 16,325 | $26.08 |
| Apr 3, 2026 | Moura Timothyofficer: See Remarks | Sell | 1,102 | $26.21 |
| Apr 3, 2026 | Moura Timothyofficer: See Remarks | Sell | 8,444 | $25.13 |
| Apr 3, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 8,700 | $25.69 |
| Apr 3, 2026 | Moura Timothyofficer: See Remarks | Sell | 24,619 | $25.78 |
| Apr 3, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 500 | $26.19 |
| Mar 23, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Sell | 8,334 | $25.39 |
| Mar 23, 2026 | Moura Timothyofficer: See Remarks | Sell | 28,223 | $26.60 |
| Mar 23, 2026 | Moura Timothyofficer: See Remarks | Sell | 910 | $27.43 |
| Mar 19, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 7,893 | $28.35 |
| Mar 16, 2026 | Moura Timothyofficer: See Remarks | Tax | 47,549 | $28.14 |
| Mar 16, 2026 | JOHNS TIMOTHY Eofficer: See Remarks | Tax | 10,588 | $28.14 |
| Mar 16, 2026 | Lusk Kirkofficer: Chief Financial Officer | Tax | 72,549 | $28.14 |
| Mar 16, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Tax | 36,274 | $28.14 |
| Mar 16, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Tax | 149,632 | $28.14 |
| Mar 9, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Grant | 12,147 | — |
| Mar 9, 2026 | Lusk Kirkofficer: Chief Financial Officer | Grant | 27,487 | — |
| Mar 9, 2026 | JOHNS TIMOTHY Eofficer: See Remarks | Grant | 764 | — |
| Mar 9, 2026 | Moura Timothyofficer: See Remarks | Grant | 4,337 | — |
| Mar 9, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Grant | 81,125 | — |
| Mar 9, 2026 | JOHNS TIMOTHY Eofficer: See Remarks | Grant | 1,835 | — |
| Mar 9, 2026 | Moura Timothyofficer: See Remarks | Grant | 16,262 | — |
| Mar 9, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Grant | 3,037 | — |
| Mar 9, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Grant | 25,960 | — |
| Mar 9, 2026 | Lusk Kirkofficer: Chief Financial Officer | Grant | 15,271 | — |
Source: HRTG SEC Form 4 filings, latest May 20, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their HRTG positions over the last 6 months (SEC Form 13F).
Increased
171
New positions
59
Reduced
119
Sold out
52
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BLACKROCK, INC. | Increased | 2.2M | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 2.2M | May 13, 2026 |
| VANGUARD GROUP INC | Increased | 1.9M | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.2M | May 7, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.2M | Feb 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 1.0M | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | Increased | 989K | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | Increased | 927K | Feb 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 847K | May 8, 2026 |
| PRUDENTIAL FINANCIAL INC | Increased | 835K | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 739K | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 666K | Feb 9, 2026 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | Reduced | 580K | Feb 10, 2026 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | Reduced | 551K | May 11, 2026 |
| MARSHALL WACE, LLP | Reduced | 527K | Feb 13, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.