HRTG Heritage Insurance Holdings
Heritage Insurance Holdings (HRTG) Institutional Ownership
What the institutions did with HRTG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 2.3M | 12.3% |
| DIMENSIONAL FUND ADVISORS LP | 1.3M | 6.9% |
| AMERICAN CENTURY COMPANIES INC | 1.1M | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | 5.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 949.1K | 5.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 749.9K | 3.9% |
| STATE STREET CORP | 564.0K | 3.0% |
| Connor, Clark & Lunn Investment Management Ltd. | 553.6K | 2.9% |
| Assenagon Asset Management S.A. | 526.6K | 2.8% |
| Pacific Ridge Capital Partners, LLC | 500.5K | 2.6% |
| JANE STREET GROUP, LLC | 477.9K | 2.5% |
| MORGAN STANLEY | 384.2K | 2.0% |
| AQR CAPITAL MANAGEMENT LLC | 365.9K | 1.9% |
| TWO SIGMA INVESTMENTS, LP | 360.0K | 1.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 337.8K | 1.8% |
| Nuveen, LLC | 304.0K | 1.6% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 260.0K | 1.4% |
| NORTHERN TRUST CORP | 251.2K | 1.3% |
| MILLENNIUM MANAGEMENT LLC | 247.6K | 1.3% |
| PRUDENTIAL FINANCIAL INC | 239.2K | 1.3% |
| BANK OF AMERICA CORP /DE/ | 232.7K | 1.2% |
| CITADEL ADVISORS LLC | 229.0K | 1.2% |
| Trexquant Investment LP | 193.3K | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 192.2K | 1.0% |
| Quartz Partners, LLC | 188.8K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 386.6K | 29.3K | -357.4K |
| MARSHALL WACE, LLP | Reduced | 374.9K | 103.1K | -271.8K |
| JANE STREET GROUP, LLC | Increased | 208.2K | 477.9K | +269.7K |
| PRUDENTIAL FINANCIAL INC | Reduced | 492.1K | 239.2K | -252.9K |
| Invesco Ltd. | Reduced | 228.7K | 43.7K | -185.0K |
| GOLDMAN SACHS GROUP INC | Reduced | 333.3K | 174.4K | -158.9K |
| MILLENNIUM MANAGEMENT LLC | Increased | 90.5K | 247.6K | +157.1K |
| D. E. Shaw & Co., Inc. | New | 0 | 151.2K | +151.2K |
| BlackRock, Inc. | Increased | 2.2M | 2.3M | +142.5K |
| Nuveen, LLC | Increased | 169.9K | 304.0K | +134.1K |
| Point72 Asset Management, L.P. | New | 0 | 130.5K | +130.5K |
| UBS Group AG | Reduced | 203.0K | 83.3K | -119.7K |
| RAYMOND JAMES FINANCIAL INC | Sold Out | 103.0K | 0 | -103.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 846.7K | 949.1K | +102.4K |
| MORGAN STANLEY | Increased | 285.1K | 384.2K | +99.1K |
| Balyasny Asset Management L.P. | New | 0 | 96.0K | +96.0K |
| Qube Research & Technologies Ltd | Reduced | 222.4K | 127.0K | -95.4K |
| Pacific Ridge Capital Partners, LLC | Increased | 405.9K | 500.5K | +94.6K |
| TWO SIGMA INVESTMENTS, LP | Increased | 274.5K | 360.0K | +85.4K |
| ALGERT GLOBAL LLC | New | 0 | 81.6K | +81.6K |
| AMERICAN CENTURY COMPANIES INC | Increased | 989.0K | 1.1M | +78.0K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 73.3K | +73.3K |
| AMERIPRISE FINANCIAL INC | Reduced | 140.5K | 71.5K | -69.0K |
| Squarepoint Ops LLC | Reduced | 78.6K | 11.2K | -67.4K |
| Assenagon Asset Management S.A. | Increased | 461.8K | 526.6K | +64.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.2M | 1.3M | +63.7K |
| Sanctuary Advisors, LLC | Sold Out | 61.2K | 0 | -61.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | 62.0K | 1.2K | -60.8K |
| Inspire Investing, LLC | Sold Out | 58.9K | 0 | -58.9K |
| Trexquant Investment LP | Increased | 136.6K | 193.3K | +56.6K |
| ExodusPoint Capital Management, LP | New | 0 | 54.2K | +54.2K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | 54.5K | 415 | -54.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | 218.7K | 167.3K | -51.3K |
| TUDOR INVESTMENT CORP ET AL | Sold Out | 50.1K | 0 | -50.1K |
| Quantinno Capital Management LP | Increased | 23.8K | 72.0K | +48.2K |
| CITADEL ADVISORS LLC | Increased | 183.6K | 229.0K | +45.3K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 172.5K | 128.6K | -43.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 234.6K | 192.2K | -42.4K |
| Corient Private Wealth LP | New | 0 | 41.8K | +41.8K |
| STATE STREET CORP | Increased | 525.1K | 564.0K | +38.9K |
| BANK OF AMERICA CORP /DE/ | Increased | 194.7K | 232.7K | +38.0K |
| SIERRA SUMMIT ADVISORS LLC | New | 0 | 36.9K | +36.9K |
| FOX RUN MANAGEMENT, L.L.C. | New | 0 | 36.8K | +36.8K |
| GSA CAPITAL PARTNERS LLP | Reduced | 51.1K | 15.2K | -35.9K |
| Interval Partners, LP | Sold Out | 32.9K | 0 | -32.9K |
| Brevan Howard Capital Management LP | Increased | 14.3K | 46.7K | +32.4K |
| PEAK6 LLC | New | 0 | 32.3K | +32.3K |
| ALLIANCEBERNSTEIN L.P. | Increased | 81.8K | 113.9K | +32.0K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Sold Out | 31.2K | 0 | -31.2K |
| OSAIC HOLDINGS, INC. | Reduced | 50.3K | 19.2K | -31.1K |
| SEI INVESTMENTS CO | Sold Out | 30.4K | 0 | -30.4K |
| Engineers Gate Manager LP | Increased | 9.4K | 38.2K | +28.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Sold Out | 26.3K | 0 | -26.3K |
| Polymer Capital Management (US) LLC | New | 0 | 25.2K | +25.2K |
| TRUIST FINANCIAL CORP | Reduced | 37.2K | 15.1K | -22.1K |
| Jump Financial, LLC | Sold Out | 21.6K | 0 | -21.6K |
| Numerai GP LLC | New | 0 | 21.0K | +21.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 358.7K | 337.8K | -20.9K |
| Informed Momentum Co LLC | Sold Out | 18.8K | 0 | -18.8K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 31.0K | 49.5K | +18.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.