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Disclosery

HRTG HERITAGE INSURANCE HLDGS INC

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COM (common), issuer CIK 1598665

182 managers (188 13F filers) reported a position in HRTG shares at 2026-06-30, 18,719,275 shares in all. 31 filers opened a position and 32 filers sold out during the quarter.

Managers
182
13F filers
188
New
31
Added
71
Reduced
65
Sold out
32
Shares held by filers
18,719,275

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

  • Hyer Raymond T
    2,093,878 shares, 7.04% in a 13G/A as of 2026-08-27,0001193805-26-001288
    Accepted , ingested

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.2,332,889$60.8M<0.01%+142,51913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding2,189,413$57.1M+123,155Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,310,615$34.2M0.01%+63,69213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,066,936$27.8M0.01%+77,98513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC749,878$19.6M<0.01%+10,98813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP564,008$14.7M<0.01%+38,90913F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…553,556$14.4M0.03%+2,68913F-HRTimeline
Pacific Ridge Capital Partners, LLC500,463$13.1M2.37%+94,60313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC477,890$12.5M0.01%+269,72713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY384,171$10M<0.01%+99,08713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC365,883$9.54M<0.01%+16,63413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP359,975$9.39M0.01%+85,43313F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC337,778$8.81M0.03%-20,90413F-HRTimeline
Nuveen, LLCin group TIAA304,016$7.93M<0.01%+134,11813F-HRTimelineGroup
Assenagon Asset Management S.A.263,321$6.87M0.01%-198,52313F-HR/ATimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC259,973$6.78M0.12%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP251,219$6.55M<0.01%+9,80413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC247,589$6.46M<0.01%+157,06813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC239,202$6.24M0.01%-252,89013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/232,737$6.07M<0.01%+38,04813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC228,953$5.97M<0.01%+45,32113F-HRTimelineGroup
Trexquant Investment LP193,259$5.04M0.03%+56,63513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co192,190$5.01M<0.01%-42,44713F-HRTimelineGroup
Quartz Partners, LLC188,809$4.92M1.61%+6,87613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC174,418$4.55M<0.01%-158,86513F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …167,311$4.36M<0.01%-51,34413F-HRTimelineGroup
Empowered Funds, LLC162,183$4.23M0.02%+513F-HRTimeline
SEGALL BRYANT & HAMILL, LLC153,247$4M0.05%-11,98513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.151,249$3.94M<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources146,818$3.83M<0.01%-9,50313F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…142,979$3.73M0.56%+16,10813F-HRTimeline
Arkadios Wealth Advisors140,818$3.67M0.06%+6,06513F-HRTimeline
FMR LLCin group FMR LLC140,517$3.66M<0.01%+15,38813F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.130,487$3.4M0.01%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC128,630$3.35M<0.01%-43,90013F-HRTimeline
Qube Research & Technologies Ltd126,992$3.31M<0.01%-95,39313F-HRTimeline
ALLIANCEBERNSTEIN L.P.113,854$2.99M<0.01%+32,04013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp110,119$2.87M<0.01%+8,04413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC103,086$2.69M<0.01%-6,31213F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP103,081$2.69M<0.01%-271,82513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding102,292$2.67M-120,620Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP96,277$2.51M<0.01%+9,45913F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management95,993$2.5M<0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd88,471$2.31M0.05%+4,22113F-HRTimeline
ALGERT GLOBAL LLC81,624$2.13M0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO76,852$2.02M<0.01%-4,03513F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT73,288$1.91M0.02%new13F-HRTimeline
Quantinno Capital Management LP72,016$1.88M<0.01%+48,23513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC71,476$1.86M<0.01%-68,98113F-HRTimelineGroup
HRT FINANCIAL LP70,391$1.83M<0.01%+12,88013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp68,370$1.78M<0.01%+12,83213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd65,985$1.72M0.02%+14,06013F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC60,060$1.57M0.79%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC59,355$1.55M<0.01%+7,25513F-HRTimelineGroup
ExodusPoint Capital Management, LP54,173$1.41M0.01%new13F-HRTimeline
Creative Planningin group Creative Planning49,528$1.29M<0.01%+4,19513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC49,500$1.29M<0.01%+18,50013F-HRTimeline
Swiss National Bank49,000$1.28M<0.01%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…46,688$1.22M0.02%+32,38313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.43,741$1.14M<0.01%-184,97913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP41,833$1.09M<0.01%new13F-HR/ATimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD38,243$997K<0.01%+14,76713F-HRTimeline
Engineers Gate Manager LP38,182$996K0.01%+28,82413F-HRTimeline
Cambria Investment Management, L.P.37,521$979K0.05%+11,35313F-HRTimeline
SIERRA SUMMIT ADVISORS LLC36,940$963K0.11%new13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.36,829$960K0.16%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al36,800$960K0.01%+10013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…35,149$917K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC34,823$908K<0.01%+5,81613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…33,358$870K<0.01%-9,06613F-HRTimelineGroup
RHUMBLINE ADVISERS32,706$853K<0.01%+2,52013F-HRTimeline
NAVELLIER & ASSOCIATES INC32,574$850K0.07%-14,62613F-HRTimeline
PEAK6 LLCin group PEAK6 LLC32,342$843K0.02%new13F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…32,268$842K<0.01%+8,95613F-HR/ATimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC29,256$760K<0.01%-357,36813F-HRTimelineGroup
Verdad Advisers, LP28,575$745K0.71%+2,08113F-HRTimeline
STRS OHIO27,200$709K<0.01%+4,90013F-HRTimeline
Polymer Capital Management (US) LLC25,244$658K0.1%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\25,220$658K<0.01%+4,37713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC24,341$635K<0.01%-99813F-HRTimelineGroup
Man Group plcin group Man Group plc23,604$616K<0.01%-1313F-HRTimelineGroup
VARCOV Co.22,430$585K0.22%-2,83713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,201$553K<0.01%+11,31813F-HRTimelineGroup
Numerai GP LLC20,950$546K0.04%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc19,716$514K<0.01%+3,18613F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/19,542$510K<0.01%+68613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,175$500K<0.01%-31,14213F-HRTimelineGroup
IEQ CAPITAL, LLC18,939$494K<0.01%-11,31113F-HRTimeline
BAILARD, INC.18,679$487K0.01%013F-HRTimeline
ALPS ADVISORS INC17,751$463K<0.01%+21113F-HRTimeline
OPTIMIZE FINANCIAL INC.17,661$461K0.17%-6113F-HRTimeline
Sound Capital Solutions LLC17,661$461K0.11%13F-HRTimeline
Freestone Grove Partners LP17,243$450K<0.01%new13F-HRTimeline
SG Americas Securities, LLC17,221$449K<0.01%-4,06113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,100$446K<0.01%-30013F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC16,045$418K<0.01%+68013F-HRTimelineGroup
Dynamic Technology Lab Private Ltd15,711$410K0.09%-5,04713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,642$408K<0.01%-16,30513F-HRTimelineGroup
Fragasso Financial Advisors Inc15,249$398K0.02%+4913F-HRTimeline
GSA CAPITAL PARTNERS LLP15,194$396K0.02%-35,91913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,068$393K<0.01%-22,12713F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…13,774$359K<0.01%+67613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…13,354$348K0.01%+2,09013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,020$340K<0.01%-4213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,624$326K<0.01%-9813F-HRTimeline
Jupiter Topco LLCin group Janus Henderson12,100$316K<0.01%13F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,735$306K<0.01%-1,09913F-HR/ATimeline
Voleon Capital Management LP11,661$304K0.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…11,409$298K<0.01%-12413F-HRTimelineGroup
LPL Financial LLC11,261$294K<0.01%-8,20013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,202$292K<0.01%-67,42513F-HRTimelineGroup
State of Alaska, Department of Revenue11,056$287K<0.01%013F-HRTimeline
NORDEN GROUP LLC10,843$283K0.02%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND10,800$282K<0.01%+4,20013F-HRTimeline
KLP KAPITALFORVALTNING AS10,800$282K<0.01%+3,80013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,610$277K<0.01%new13F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,324$272K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.9,461$247K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,752$228K<0.01%-1,35713F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC8,522$222K<0.01%-77413F-HRTimelineGroup
Graham Capital Management, L.P.8,283$216K0.01%-7,20313F-HRTimeline
State of Wyoming8,064$210K0.02%-1,39313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,011$209K0.04%new13F-HRTimeline
Police & Firemen's Retirement System of…6,511$170K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,250$163K<0.01%-6,43413F-HRTimeline
Aquatic Capital Management LLC6,163$161K0.01%-3,35713F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…5,386$140K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,750$124K<0.01%-1,32113F-HRTimelineGroup
Arax Advisory Partners4,687$122K<0.01%+4,61913F-HRTimeline
Triumph Capital Management4,470$117K0.02%+22413F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.3,522$91.9K<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co3,188$83K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC2,746$71.6K<0.01%+2,14713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,368$61.8K<0.01%+1,70613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,249$58.7K<0.01%+33413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,907$49.7K<0.01%013F-HRTimelineGroup
Pinnacle Holdings, LLC1,847$48.2K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,528$39.9K<0.01%-8313F-HRTimeline
IFP Advisors, Inc1,375$35.9K<0.01%-57413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,327$34.6K<0.01%-7613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,226$32K<0.01%-49213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,184$30.9K<0.01%-60,77613F-HRTimeline
Capital Advisors, Ltd. LLC1,062$28K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,051$27.4K<0.01%-39313F-HRTimelineGroup
Caitong International Asset Management …1,046$27.3K<0.01%-53113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,043$27K<0.01%+52813F-HRTimelineGroup
Truvestments Capital LLC890$23.2K<0.01%+25013F-HRTimeline
Global Retirement Partners, LLC846$22.1K<0.01%13F-HRTimeline
Allworth Financial LP681$17.8K<0.01%+10513F-HRTimeline
Covestor Ltd595$16K0.01%-29013F-HRTimeline
Silver Grove Financial Group, Inc.584$15.2K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC560$14.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…501$13.1K<0.01%-34413F-HRTimelineGroup
Sterling Capital Management LLC499$13K<0.01%-16,09013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …415$10.8K<0.01%-54,08913F-HRTimelineGroup
Essential Partners LLC392$10.2K<0.01%-1,94413F-HRTimeline
NewEdge Advisors, LLC377$9.83K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.306$8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC254$6.68K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC240$6.26K<0.01%+7313F-HRTimeline
GAMMA Investing LLC230$6K<0.01%-5413F-HRTimeline
Parallel Advisors, LLC229$5.97K<0.01%+3413F-HRTimeline
Quarry LP200$5.22K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…187$4.88K<0.01%-21113F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC169$4.41K<0.01%-88113F-HRTimeline
WealthCollab, LLC139$3.63K<0.01%+5613F-HRTimeline
True Wealth Design, LLC136$3.55K<0.01%-313F-HRTimeline
Fortitude Family Office, LLC88$2.29K<0.01%new13F-HRTimeline
Versant Capital Management, Inc86$2.24K<0.01%+7213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.79$2.06K<0.01%-50713F-HRTimelineGroup
Sachetta, LLC76$1.98K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP58$1.5K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC42$1.09K<0.01%-9213F-HRTimeline
Physician Wealth Advisors, Inc.35$913<0.01%013F-HRTimeline
Stone House Investment Management, LLC7$183<0.01%+613F-HRTimeline
SJS Investment Consulting Inc.7$183<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.6$156<0.01%+513F-HRTimeline
Hughes Financial Services, LLC5$130<0.01%-313F-HRTimeline
Clearstead Advisors, LLC3$79<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3$78<0.01%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.1$26<0.01%new13F-HR/ATimeline
Avion Wealth19$00%013F-HRTimelineValue filed as zero, left out of ratios.

Events

  • Hyer Raymond T reported 2,093,878 HRTG shares, 7.04% of the class, as of 2026-08-27, in a 13G/A filed 2026-09-25. 0001193805-26-001288

    Accepted , ingested