Institutional Ownership
Heritage Insurance Hldgs Inc
CUSIP 42727J102COMHRTGQ1 2026
Institutional Holders
180
13F filers
Shares Held
16.72M
Aggregate institutional
Institutional Value
$424.05M
Q1 2026
Net New Holders
-13
19 new · 32 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased67
Decreased68
Sold out32
Institutional Holders
180 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 2.19M | $57.50M | −23.4K | Reduced |
| 2 | Dimensional Fund Advisors LP | 1.25M | $32.73M | +36.9K | Added |
| 3 | American Century Companies Inc | 989.0K | $25.96M | +62.2K | Added |
| 4 | Geode Capital Management, LLC | 738.9K | $19.40M | +73.0K | Added |
| 5 | Connor, Clark & Lunn Investment Management Ltd. | 550.9K | $14.46M | −29.5K | Reduced |
| 6 | State Street Corp | 525.1K | $13.78M | +17.5K | Added |
| 7 | Prudential Financial Inc | 492.1K | $12.92M | −342.8K | Reduced |
| 8 | Assenagon Asset Management S.A. | 461.8K | $12.12M | −637 | Reduced |
| 9 | Pacific Ridge Capital Partners, LLC | 405.9K | $10.65M | +33.9K | Added |
| 10 | Marshall Wace, LLP | 374.9K | $9.84M | −152.6K | Reduced |
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