Heritage Insurance
HRTG
34.47
-0.07
-0.20%
Heritage Insurance
US · HRTG
#3231 by market cap
34.47
-0.07
-0.20%
Live - 5344 symbols - heartbeat 19s ago
· 2026-10-08 10:03
Pre-market
34.53
-0.03%
After-hours
34.90
+1.04%
- Market cap
- 1.02B
- P/E (TTM)i
- 4.92
- P/Bi
- 1.81
- EPSi
- 6.32
- Div yieldi
- 0.00%
- 52W posi
- 87%
Reader sentiment
Are you bullish or bearish on HRTG?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions increased by 1 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.3 percentage points.
Institutional ownership
- Held by institutions
- 69.75% -0.35pp
- Institutions
- 236 +1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund52.63%
Individual/Insider20.74%
Hedge Fund8.43%
Private Company3.27%
Public Company3.20%
Insurance Company1.04%
Government Pension Fund0.69%
Family Office/Trust0.46%
Other9.52%
Top holders as of 2026-06-30
BlackRock
8.08% · 2.33M sh
Raymond Hyer
7.25% · 2.09M sh
Dimensional Fund Advisors
4.54% · 1.31M sh
Vanguard Capital Management, LLC
4.03% · 1.16M sh
American Century Investment Management
3.70% · 1.07M sh
Ernesto Garateix
3.59% · 1.04M sh
Vanguard Portfolio Management, LLC
3.29% · 949.09K sh
Mark Berset
2.64% · 761.48K sh
Geode Capital Management, LLC
2.60% · 749.88K sh
State Street Global Advisors
1.95% · 564.01K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 12 buys · 38 sells
| Name | Role | Stake |
|---|---|---|
| Ernesto Garateix | Chief Executive Officer | 3.59% |
| Mark Berset | Director | 2.64% |
| Kirk Lusk | Chief Financial Officer | 1.71% |
| Richard Widdicombe | Chairperson | 1.56% |
| Vijay Walvekar | Independent Director | 0.95% |
| Panagiotis Apostolou | Independent Director | 0.59% |
| Paul Whiting | Independent Director | 0.54% |
| Timothy Moura | President of Narragansett Bay Insurance Company | 0.50% |
| Irini Barlas | Independent Director | 0.31% |
| Sharon Binnun | Chief Accounting Officer | 0.28% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-17 | Timothy Johns | President of Zephyr Insurance Company | Automatic Disposition | -3,500 | $34.74 |
| 2026-09-13 | Ernesto Garateix | Chief Executive Officer | Open Market Disposition | -2,500 | $35.25 |
| 2026-09-08 | Sharon Binnun | Chief Accounting Officer | Open Market Disposition | -6,565 | $33.82 |
| 2026-09-02 | Ernesto Garateix | Chief Executive Officer | Open Market Disposition | -2,500 | $35.10 |
| 2026-08-31 | Sharon Binnun | Chief Accounting Officer | Automatic Disposition | -9,200 | $33.91 |
| 2026-08-23 | Ernesto Garateix | Chief Executive Officer | Open Market Disposition | -10,000 | $34.88 |
| 2026-08-18 | Timothy Johns | President of Zephyr Insurance Company | Automatic Disposition | -3,500 | $33.68 |
| 2026-08-17 | Ernesto Garateix | Chief Executive Officer | Automatic Disposition | -10,000 | $34.31–34.55 |
| 2026-08-16 | Kirk Lusk | Chief Financial Officer | Open Market Disposition | -10,000 | $34.16 |
| 2026-08-09 | Timothy Moura | President of Narragansett Bay Insurance Company | Open Market Disposition | -15,104 | $32.49 |
| 2026-08-02 | Sharon Binnun | Chief Accounting Officer | Automatic Disposition | -9,200 | $30.03 |
| 2026-06-30 | Sharon Binnun | Chief Accounting Officer | Automatic Disposition | -9,200 | $26.58 |
| 2026-06-21 | Sharon Binnun | Chief Accounting Officer | Automatic Disposition | -9,200 | $24.36 |
| 2026-06-10 | Paul Whiting | Independent Director | Other Disposition | -9,662 | -- |
| 2026-06-09 | Richard Widdicombe | Chairperson | Other Acquisition | +2,703 | -- |
| 2026-06-09 | Paul Whiting | Independent Director | Other Acquisition | +2,703 | -- |
| 2026-06-09 | Panagiotis Apostolou | Independent Director | Other Acquisition | +2,703 | -- |
| 2026-06-09 | Joseph Vattamattam | Independent Director | Other Acquisition | +2,703 | -- |
| 2026-06-09 | Irini Barlas | Independent Director | Other Acquisition | +2,703 | -- |
| 2026-05-18 | Paul Whiting | Independent Director | Private Acquisition | +1,000 | $24.45 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 10:03:55 · For reference only, not investment advice and not tailored to your situation.