HRTG

HERITAGE INSURANCE HLDGS INC

Institutional Ownership · Q4 2025

Filing: Q4 2025

HERITAGE INSURANCE HLDGS INC (HRTG) is held by 190 institutional investors with combined holdings of $536M. Major holders include BlackRock, Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS.

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Institutional Holders

190

Total Value

$535.7M

Ownership %

60.5%

🏦 Top Institutional Holders

DIMENSIONAL FUND ADVISORS LP

1.2M shares

$35.4M

4.00% ownership

AMERICAN CENTURY COMPANIES INC

926.8K shares

$27.1M

3.06% ownership

PRUDENTIAL FINANCIAL INC

834.9K shares

$24.4M

2.76% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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