HRTG Smart Money
Heritage Insurance Holdings, Inc.
1W: -2.0%
1M: +9.0%
3M: +21.5%
YTD: +32.9%
1Y: +48.5%
3Y: +563.9%
5Y: +444.3%
$36.21
-0.89 (-2.40%)
Weekly Expected Move ±3.2%
$35
$36
$37
$38
$39
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026220
Institutions Holding
+0 vs prior
45.6%
Ownership
+0.62%
34
New
71
Increased
97
Reduced
32
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-19 | JOHNS TIMOTHY E | officer: see remarks | S-Sale | 3,500 | $35.91 | $126K | Filing |
| 2026-09-14 | Garateix Ernie J | officer: chief executive officer | S-Sale | 2,500 | $35.25 | $88K | Filing |
| 2026-09-09 | Binnun Sharon | officer: chief accounting officer | S-Sale | 6,565 | $33.81 | $222K | Filing |
| 2026-09-03 | Garateix Ernie J | officer: chief executive officer | S-Sale | 2,500 | $35.10 | $88K | Filing |
| 2026-09-01 | Binnun Sharon | officer: chief accounting officer | S-Sale | 9,200 | $33.91 | $312K | Filing |
| 2026-08-24 | Garateix Ernie J | officer: chief executive officer | S-Sale | 10,000 | $34.88 | $349K | Filing |
| 2026-08-19 | JOHNS TIMOTHY E | officer: see remarks | S-Sale | 3,500 | $33.68 | $118K | Filing |
| 2026-08-18 | Garateix Ernie J | officer: chief executive officer | S-Sale | 5,000 | $34.55 | $173K | Filing |
| 2026-08-17 | Lusk Kirk | officer: chief financial officer | S-Sale | 10,000 | $34.16 | $342K | Filing |
| 2026-08-17 | Garateix Ernie J | officer: chief executive officer | S-Sale | 5,000 | $34.31 | $172K | Filing |
| 2026-08-10 | Moura Timothy | officer: see remarks | S-Sale | 15,104 | $32.49 | $491K | Filing |
| 2026-08-03 | Binnun Sharon | officer: chief accounting officer | S-Sale | 9,200 | $30.03 | $276K | Filing |
| 2026-07-01 | Binnun Sharon | officer: chief accounting officer | S-Sale | 9,200 | $26.58 | $244K | Filing |
| 2026-06-22 | Binnun Sharon | officer: chief accounting officer | S-Sale | 9,200 | $24.36 | $224K | Filing |
| 2026-06-11 | WHITING PAUL L | director | G-Gift | 9,662 | $— | $0 | Filing |
| 2026-06-10 | WHITING PAUL L | director | A-Grant/Award | 2,703 | $— | $0 | Filing |
| 2026-06-10 | WIDDICOMBE RICHARD A | director | A-Grant/Award | 2,703 | $— | $0 | Filing |
| 2026-06-10 | Vattamattam Joseph | director | A-Grant/Award | 2,703 | $— | $0 | Filing |
| 2026-06-10 | Apostolou Panagiotis | director | A-Grant/Award | 2,703 | $— | $0 | Filing |
| 2026-06-10 | Barlas Irini | director | A-Grant/Award | 2,703 | $— | $0 | 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 |
🏛️ 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. | 2,332,889 | $61M | +142,519 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,310,615 | $34M | +63,692 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 1,066,936 | $28M | +77,985 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,013,658 | $26M | +12,415 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 949,090 | $25M | +102,397 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 749,878 | $20M | +10,988 | 2026-06-30 | Filing |
| STATE STREET CORP | 564,008 | $15M | +38,909 | 2026-06-30 | Filing |
| Connor, Clark & Lunn Investment Manageme | 553,556 | $14M | +2,689 | 2026-06-30 | Filing |
| Pacific Ridge Capital Partners, LLC | 500,463 | $13M | +94,603 | 2026-06-30 | Filing |
| JANE STREET GROUP, LLC | 477,890 | $12M | +269,727 | 2026-06-30 | Filing |
| MORGAN STANLEY | 384,171 | $10M | +99,087 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 365,883 | $10M | +16,634 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 359,975 | $9M | +85,433 | 2026-06-30 | Filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 337,778 | $9M | -20,904 | 2026-06-30 | Filing |
| Nuveen, LLC | 304,016 | $8M | +134,118 | 2026-06-30 | Filing |
| Assenagon Asset Management S.A. | 263,321 | $7M | -198,523 | 2026-06-30 | Filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 259,973 | $7M | — | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 251,219 | $7M | +9,804 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 247,589 | $6M | +157,068 | 2026-06-30 | Filing |
| PRUDENTIAL FINANCIAL INC | 239,202 | $6M | -252,890 | 2026-06-30 | Filing |