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Disclosery

HRTG HERITAGE INSURANCE HLDGS INC

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COM (common), issuer CIK 1598665

119 managers (122 13F filers) reported a position in HRTG shares at 2024-12-31, 16,847,504 shares in all. 27 filers opened a position and 27 filers sold out during the quarter.

Managers
119
13F filers
122
New
27
Added
46
Reduced
30
Sold out
27
Shares held by filers
16,847,504

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.1,930,198$23.4M<0.01%+11,06113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,569,667$19M<0.01%+193,59013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,328,135$16.1M<0.01%+9,45213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.944,639$11.4M<0.01%+182,62413F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC813,557$9.84M2.26%+205,19513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP664,124$8.04M0.01%-287,68613F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC644,576$7.8M0.03%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC628,371$7.6M0.02%+51,56013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC589,899$7.14M<0.01%+76,03213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC499,924$6.05M<0.01%-1,98713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC468,860$5.67M0.01%+155,35813F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…447,868$5.42M0.02%+59,28113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP431,694$5.22M<0.01%+60,63713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding425,045$5.14M-121,998Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC384,948$4.66M<0.01%+121,51813F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC366,595$4.44M0.1%+2,47913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC348,556$4.22M0.06%+222,68913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC345,399$4.18M0.01%-221,80013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC230,975$2.79M<0.01%-139,75713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC200,934$2.43M<0.01%-61,17713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC180,566$2.18M<0.01%+93,67013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP178,178$2.16M<0.01%-4,53813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY173,273$2.1M<0.01%-58,71913F-HR/ATimelineGroup
Assenagon Asset Management S.A.147,780$1.79M<0.01%-87,23913F-HRTimeline
Trexquant Investment LP146,569$1.77M0.02%+4,22413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp117,236$1.42M<0.01%+25,07013F-HRTimelineGroup
Empowered Funds, LLC115,131$1.39M0.02%+5,57913F-HRTimeline
GSA CAPITAL PARTNERS LLP113,516$1.37M0.1%+13,46113F-HRTimeline
Qube Research & Technologies Ltd108,146$1.31M<0.01%-55,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding107,961$1.31MnewTimeline
Nuveen Asset Management, LLCin group TIAA107,270$1.3M<0.01%-23,88013F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …102,137$1.24M<0.01%-38,32013F-HRTimelineGroup
FMR LLCin group FMR LLC96,486$1.17M<0.01%+8,93913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC93,975$1.14M<0.01%+71,80013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,849$1.12M<0.01%13F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC89,000$1.08M<0.01%+6,00013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp76,397$924K<0.01%013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD70,423$852K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP68,961$834K<0.01%-7,76713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co66,874$809K<0.01%+2,80813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…65,828$797K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,825$688K<0.01%+1,64013F-HRTimelineGroup
Man Group plcin group Man Group plc54,693$662K<0.01%new13F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding53,521$648K+29,969Timeline
D L CARLSON INVESTMENT GROUP INC52,430$634K0.11%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.50,145$607K<0.01%-75,17213F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd46,519$563K0.04%+24,32713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC45,505$551K<0.01%+4,37013F-HR/ATimelineGroup
Graham Capital Management, L.P.44,674$541K0.02%+30,43413F-HRTimeline
LSV ASSET MANAGEMENT39,800$482K<0.01%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P39,145$474K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,663$468K<0.01%-10,72313F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management38,358$464K<0.01%+20,24513F-HRTimelineGroup
RHUMBLINE ADVISERS35,956$435K<0.01%+19913F-HR/ATimeline
UBS Group AGin group UBS Group AG28,856$349K<0.01%+1,76313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC27,975$338K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26,732$323K<0.01%-26,20213F-HRTimeline
INSTRUMENTAL WEALTH, LLC27,791$308K0.29%013F-HRTimeline
MACKENZIE FINANCIAL CORP25,200$305K<0.01%new13F-HR/ATimeline
IEQ CAPITAL, LLC25,047$303K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC24,473$296K0.01%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC23,500$284K<0.01%-50013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS23,226$281K<0.01%+4,01113F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd22,425$271K0.02%new13F-HRTimeline
Nebula Research & Development LLC20,658$250K0.03%-6,08413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20,430$247K<0.01%-15,95813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC18,953$229K<0.01%+2,29513F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC18,940$229K<0.01%new13F-HRTimeline
SHERBROOKE PARK ADVISERS LLC18,190$220K0.07%-21,97113F-HRTimeline
FJ Capital Management LLC17,517$212K0.02%new13F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC16,803$203K0.07%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,744$203K<0.01%+3,20813F-HR/ATimelineGroup
BAILARD, INC.16,679$202K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,888$193K<0.01%+1,25213F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC15,786$191K<0.01%new13F-HRTimelineGroup
Centiva Capital, LP14,855$180K0.01%-26,14813F-HRTimeline
Creative Planningin group Creative Planning13,450$163K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,419$162K<0.01%+2,05813F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…13,391$162K<0.01%013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…13,075$158K<0.01%+53213F-HRTimelineGroup
Heron Bay Capital Management12,925$156K0.03%-3,50213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,848$155K<0.01%+12,83413F-HRTimelineGroup
Aquatic Capital Management LLC12,388$150K<0.01%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.11,366$138K<0.01%-85713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,144$135K<0.01%-6,48113F-HR/ATimelineGroup
SG Americas Securities, LLC11,101$134K<0.01%new13F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.11,000$133K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,473$127K<0.01%-148,53213F-HRTimelineGroup
Triumph Capital Management10,019$121K0.04%new13F-HRTimeline
STRS OHIO8,800$106K<0.01%+7,70013F-HRTimeline
CWM, LLCin group CWM, LLC5,416$66K<0.01%+90913F-HRTimelineGroup
State of Wyoming4,330$52.4K0.01%-2,31813F-HRTimeline
Police & Firemen's Retirement System of…4,317$52.2K<0.01%13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND2,900$35.1K<0.01%+2,00013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,870$33.8K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,240$27.1K<0.01%013F-HRTimelineGroup
Covestor Ltd1,951$24K0.02%+27913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc1,963$23.8K<0.01%013F-HRTimelineGroup
R Squared Ltd1,730$20.9K0.02%13F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,656$20K<0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC1,062$13K<0.01%013F-HRTimeline
Ridgewood Investments LLC1,000$12.1K0.01%013F-HRTimeline
AlphaQuest LLC933$11.3K<0.01%new13F-HRTimeline
AMALGAMATED BANK791$10K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…816$9.87K<0.01%-4,92413F-HRTimelineGroup
Sterling Capital Management LLC733$8.87K<0.01%+66013F-HRTimeline
NewEdge Advisors, LLC683$8.27K<0.01%013F-HRTimeline
SIGNATUREFD, LLC601$7.27K<0.01%+45913F-HRTimeline
COMERICA BANK207$2.5K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…140$1.69K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC121$1.47K<0.01%-2113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.94$1.14K<0.01%-79713F-HRTimelineGroup
Lindbrook Capital, LLC51$617<0.01%+413F-HRTimeline
GAMMA Investing LLC36$436<0.01%new13F-HRTimeline
CoreCap Advisors, LLC21$254<0.01%new13F-HRTimeline
Global Retirement Partners, LLC13$157<0.01%+913F-HRTimeline
IFP Advisors, Inc7$85<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$12<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount 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