HRTG NYSE
Heritage Insurance Holdings, Inc.
1W: +4.3%
1M: -14.9%
3M: -2.7%
YTD: -14.0%
1Y: -5.2%
3Y: +362.7%
5Y: +187.2%
$22.88
-0.57 (-2.43%)
Weekly Expected Move ±11.6%
$18
$21
$23
$26
$29
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🏦 Institutional Activity
Latest: Q1 2026224
Institutions Holding
+1 vs prior
60.0%
Ownership
-17.70%
25
New
54
Increased
120
Reduced
58
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-05-19 | WHITING PAUL L | director | P-Purchase | 1,000 | $24.45 | $24K | Filing |
| 2026-05-19 | WHITING PAUL L | director | P-Purchase | 15,000 | $23.50 | $352K | Filing |
| 2026-05-01 | Binnun Sharon | officer: chief accounting officer | S-Sale | 9,200 | $28.99 | $267K | Filing |
| 2026-04-20 | Garateix Ernie J | officer: chief executive officer | S-Sale | 300 | $28.40 | $9K | Filing |
| 2026-04-20 | Garateix Ernie J | officer: chief executive officer | S-Sale | 8,034 | $27.52 | $221K | Filing |
| 2026-04-02 | Moura Timothy | officer: see remarks | S-Sale | 16,325 | $26.08 | $426K | Filing |
| 2026-04-02 | Moura Timothy | officer: see remarks | S-Sale | 8,444 | $25.13 | $212K | Filing |
| 2026-04-01 | Moura Timothy | officer: see remarks | S-Sale | 1,102 | $26.21 | $29K | Filing |
| 2026-04-01 | Moura Timothy | officer: see remarks | S-Sale | 24,619 | $25.78 | $635K | Filing |
| 2026-03-20 | Garateix Ernie J | officer: chief executive officer | S-Sale | 8,334 | $25.39 | $212K | Filing |
| 2026-03-19 | Moura Timothy | officer: see remarks | S-Sale | 910 | $27.43 | $25K | Filing |
| 2026-03-19 | Moura Timothy | officer: see remarks | S-Sale | 28,223 | $26.60 | $751K | Filing |
| 2026-03-17 | Binnun Sharon | officer: chief accounting officer | S-Sale | 7,893 | $28.35 | $224K | Filing |
| 2026-03-12 | Garateix Ernie J | officer: chief executive officer | F-Tax Withholding | 149,632 | $28.14 | $4.2M | Filing |
| 2026-03-12 | Binnun Sharon | officer: chief accounting officer | F-Tax Withholding | 36,274 | $28.14 | $1.0M | Filing |
| 2026-03-12 | Moura Timothy | officer: see remarks | F-Tax Withholding | 47,549 | $28.14 | $1.3M | Filing |
| 2026-03-12 | Lusk Kirk | officer: chief financial officer | F-Tax Withholding | 72,549 | $28.14 | $2.0M | Filing |
| 2026-03-12 | JOHNS TIMOTHY E | officer: see remarks | F-Tax Withholding | 10,588 | $28.14 | $298K | Filing |
| 2026-02-20 | Garateix Ernie J | officer: chief executive officer | S-Sale | 200 | $24.85 | $5K | Filing |
| 2026-02-20 | Garateix Ernie J | officer: chief executive officer | S-Sale | 8,134 | $24.10 | $196K | Filing |
| 2026-01-20 | Garateix Ernie J | officer: chief executive officer | S-Sale | 100 | $26.67 | $3K | Filing |
| 2026-01-20 | Garateix Ernie J | officer: chief executive officer | S-Sale | 8,234 | $26.02 | $214K | Filing |
| 2025-12-22 | Garateix Ernie J | officer: chief executive officer | S-Sale | 8,334 | $29.48 | $246K | Filing |
| 2025-12-15 | Lusk Kirk | officer: chief financial officer | F-Tax Withholding | 18,112 | $29.57 | $536K | Filing |
| 2025-12-15 | Garateix Ernie J | officer: chief executive officer | F-Tax Withholding | 40,634 | $29.57 | $1.2M | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,190,370 | $57M | -23,360 | 2026-03-31 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,246,923 | $33M | +36,879 | 2026-03-31 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,001,243 | $26M | +1,001,243 | 2026-03-31 | Filing |
| AMERICAN CENTURY COMPANIES INC | 988,951 | $26M | +62,175 | 2026-03-31 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 846,693 | $22M | +846,693 | 2026-03-31 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 738,890 | $19M | +72,988 | 2026-03-31 | Filing |
| STATE STREET CORP | 525,099 | $14M | +17,522 | 2026-03-31 | Filing |
| PRUDENTIAL FINANCIAL INC | 492,092 | $13M | -342,826 | 2026-03-31 | Filing |
| Assenagon Asset Management S.A. | 461,844 | $12M | -637 | 2026-03-31 | Filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 358,682 | $9M | +14,938 | 2026-03-31 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 349,249 | $9M | -68,179 | 2026-03-31 | Filing |
| GOLDMAN SACHS GROUP INC | 333,283 | $9M | +159,764 | 2026-03-31 | Filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 259,973 | $7M | +11,172 | 2026-03-31 | Filing |
| NORTHERN TRUST CORP | 241,415 | $6M | +9,117 | 2026-03-31 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 234,637 | $6M | -20,537 | 2026-03-31 | Filing |
| Invesco Ltd. | 228,720 | $6M | +151,299 | 2026-03-31 | Filing |
| Qube Research & Technologies Ltd | 222,385 | $6M | -69,798 | 2026-03-31 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 218,655 | $6M | +75,339 | 2026-03-31 | Filing |
| JANE STREET GROUP, LLC | 208,163 | $5M | +169,328 | 2026-03-31 | Filing |
| UBS Group AG | 203,005 | $5M | -99,404 | 2026-03-31 | Filing |