Institutional Ownership
Heritage Insurance Hldgs Inc
CUSIP 42727J102COMHRTGQ1 2026
13D / 13G Filings
19
Schedule 13D/13G on record
Beneficial Filers
8
Distinct reporting persons
Largest Stake
13.8%
Max % of class reported
Institutional Holders
180
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
19 filings · latest Oct 30, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 30, 2025 | The Vanguard Group | 13G | 5.3% | 1.65M | SEC |
| 2 | Aug 4, 2025 | Raymond T. Hyer | 13G/A | 7.0% | 2.18M | SEC |
| 3 | Apr 15, 2025 | Dimensional Fund Advisors LP | 13G/A | 3.6% | 1.54M | SEC |
| 4 | Jan 23, 2025 | Dimensional Fund Advisors LP | 13G | 5.1% | 1.57M | SEC |
| 5 | Nov 8, 2024 | Blackrock, Inc. | 13G | 6.3% | 1.92M | SEC |
| 6 | Oct 24, 2024 | Blackrock, Inc. | 13G | 6.3% | 1.92M | SEC |
| 7 | Jun 10, 2024 | Driehaus Capital Management LLC | 13G/A | 4.1% | 1.26M | SEC |
| 8 | Feb 21, 2024 | Hyer Raymond T | 13G/A | 13.8% | 3.71M | SEC |
| 9 | Feb 14, 2024 | Driehaus Capital Management LLC | 13G | 6.3% | 1.90M | SEC |
| 10 | Feb 15, 2023 | Hyer Raymond T | 13G/A | 13.8% | 3.56M | SEC |
9 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Heritage Insurance Hldgs Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 2.19M | $57.50M |
| 2 | Dimensional Fund Advisors LP | 1.25M | $32.73M |
| 3 | American Century Companies Inc | 989.0K | $25.96M |
| 4 | Geode Capital Management, LLC | 738.9K | $19.40M |
| 5 | Connor, Clark & Lunn Investment Management Ltd. | 550.9K | $14.46M |
| 6 | State Street Corp | 525.1K | $13.78M |
| 7 | Prudential Financial Inc | 492.1K | $12.92M |
| 8 | Assenagon Asset Management S.A. | 461.8K | $12.12M |
| 9 | Pacific Ridge Capital Partners, LLC | 405.9K | $10.65M |
| 10 | Marshall Wace, LLP | 374.9K | $9.84M |