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.
Sign in or subscribeLargest 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 | 5.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 949.1K | 5.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 749.9K | 4.0% |
| 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 |
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.