HRTG
Heritage Insurance Holdings, Inc.
NYSE · USFinancial ServicesInsurance - Property & Casualty
$27.68+2.37%
Price as of Jul 20, 2026
HRTG ownership
Heritage Insurance Holdings, Inc. ownership & insider activity
Latest available institutional positioning and SEC Form 4 insider transactions, coalesced at the company entity level when listings share coverage.
Insider Activity
Sentiment
34/100
Buys (3m)
2
Sells (3m)
3
Net (3m)
-$358.4K
Insiders buying
Insider trades by month Buys Sells
Feb
Mar
Apr
May
Jun
Jul
Context3-month price +2.9%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 2, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 9,200 | $26.58 |
| Jun 24, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 9,200 | $24.36 |
| Jun 12, 2026 | WIDDICOMBE RICHARD Adirector, other: Chairman | Grant | 2,703 | — |
| Jun 12, 2026 | Barlas Irinidirector | Grant | 2,703 | — |
| Jun 12, 2026 | Vattamattam Josephdirector | Grant | 2,703 | — |
| Jun 12, 2026 | Apostolou Panagiotisdirector | Grant | 2,703 | — |
| Jun 12, 2026 | WHITING PAUL Ldirector | Grant | 2,703 | — |
| 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 | 300 | $28.40 |
| Apr 21, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Sell | 8,034 | $27.52 |
| Apr 3, 2026 | Moura Timothyofficer: See Remarks | Sell | 16,325 | $26.08 |
| Apr 3, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 8,700 | $25.69 |
| Apr 3, 2026 | Moura Timothyofficer: See Remarks | Sell | 8,444 | $25.13 |
| Apr 3, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 500 | $26.19 |
| Apr 3, 2026 | Moura Timothyofficer: See Remarks | Sell | 24,619 | $25.78 |
| Apr 3, 2026 | Moura Timothyofficer: See Remarks | Sell | 1,102 | $26.21 |
| Mar 23, 2026 | Moura Timothyofficer: See Remarks | Sell | 910 | $27.43 |
| Mar 23, 2026 | Moura Timothyofficer: See Remarks | Sell | 28,223 | $26.60 |
| Mar 23, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Sell | 8,334 | $25.39 |
| Mar 19, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Sell | 7,893 | $28.35 |
| Mar 16, 2026 | JOHNS TIMOTHY Eofficer: See Remarks | Tax | 10,588 | $28.14 |
| Mar 16, 2026 | Binnun Sharonofficer: Chief Accounting Officer | Tax | 36,274 | $28.14 |
| Mar 16, 2026 | Lusk Kirkofficer: Chief Financial Officer | Tax | 72,549 | $28.14 |
| Mar 16, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Tax | 149,632 | $28.14 |
| Mar 16, 2026 | Moura Timothyofficer: See Remarks | Tax | 47,549 | $28.14 |
| Mar 9, 2026 | JOHNS TIMOTHY Eofficer: See Remarks | Grant | 1,835 | — |
| Mar 9, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Grant | 81,125 | — |
| Mar 9, 2026 | Garateix Ernie Jdirector, officer: Chief Executive Officer | Grant | 25,960 | — |
Source: HRTG SEC Form 4 filings, latest Jul 2, 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
159
New positions
62
Reduced
125
Sold out
56
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.