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Disclosery

HRTG HERITAGE INSURANCE HLDGS INC

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COM (common), issuer CIK 1598665

130 managers (133 13F filers) reported a position in HRTG shares at 2025-03-31, 16,859,083 shares in all. 24 filers opened a position and 12 filers sold out during the quarter.

Managers
130
13F filers
133
New
24
Added
43
Reduced
48
Sold out
12
Shares held by filers
16,859,083

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.1,956,843$28.2M<0.01%+26,64513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,542,515$22.2M0.01%-27,15213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,328,110$19.2M<0.01%-2513F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC776,095$11.2M2.95%-37,46213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.732,339$10.6M<0.01%-212,30013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC676,814$9.76M0.01%+86,91513F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC620,152$8.94M0.03%-8,21913F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP592,999$8.55M0.01%-71,12513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC509,691$7.35M<0.01%+9,76713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC509,080$7.34M0.01%+40,22013F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC503,034$7.25M0.03%-141,54213F-HRTimeline
Connor, Clark & Lunn Investment Managem…485,631$7M0.03%+37,76313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP431,095$6.22M<0.01%-59913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC362,209$5.22M<0.01%-22,73913F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC341,439$4.92M0.08%-7,11713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC322,957$4.66M<0.01%+91,98213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …310,358$4.48M<0.01%+208,22113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC304,699$4.39M0.01%-40,70013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC292,323$4.22M0.11%-74,27213F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding261,108$3.77M-163,937Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC256,209$3.69M<0.01%+55,27513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY251,730$3.63M<0.01%+78,45713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP180,559$2.6M<0.01%+2,38113F-HRTimelineGroup
Quartz Partners, LLC144,580$2.08M1.27%new13F-HRTimeline
Assenagon Asset Management S.A.142,641$2.06M<0.01%-5,13913F-HRTimeline
Trexquant Investment LP125,111$1.8M0.02%-21,45813F-HRTimeline
Empowered Funds, LLC124,859$1.8M0.03%+9,72813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC123,023$1.77M<0.01%-57,54313F-HR/ATimelineGroup
Arkadios Wealth Advisors119,770$1.73M0.07%new13F-HRTimeline
FMR LLCin group FMR LLC117,390$1.69M<0.01%+20,90413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp114,881$1.66M<0.01%-2,35513F-HRTimelineGroup
Qube Research & Technologies Ltd110,428$1.59M<0.01%+2,28213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding105,620$1.52M-2,341Timeline
Nuveen, LLCin group TIAA103,641$1.49M<0.01%13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP102,652$1.48M<0.01%+77,45213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC98,157$1.42M<0.01%+4,18213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,217$1.33M<0.01%-63213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC83,500$1.2M<0.01%-5,50013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp79,506$1.15M<0.01%+3,10913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP67,784$977K<0.01%-1,17713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co66,874$964K<0.01%013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,760$790K<0.01%-2,06513F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P54,380$784K0.02%+15,23513F-HRTimeline
Cubist Systematic Strategies, LLC52,060$751K0.01%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD51,223$739K<0.01%-19,20013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.48,893$705K<0.01%-1,25213F-HRTimelineGroup
UBS Group AGin group UBS Group AG48,860$705K<0.01%+20,00413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,787$689K<0.01%+9,12413F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding45,734$659K-7,787Timeline
BARCLAYS PLCin group BARCLAYS PLC45,242$652K<0.01%-26313F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…41,744$602K<0.01%-24,08413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,484$584K<0.01%new13F-HRTimelineGroup
LSV ASSET MANAGEMENT39,800$574K<0.01%013F-HRTimeline
Graham Capital Management, L.P.36,266$523K0.02%-8,40813F-HRTimeline
INSTRUMENTAL WEALTH, LLC27,791$522K0.47%013F-HRTimeline
RHUMBLINE ADVISERS36,132$521K<0.01%+17613F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC35,247$508K<0.01%new13F-HR/ATimelineGroup
Creative Planningin group Creative Planning31,636$456K<0.01%+18,18613F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd29,952$432K0.03%-16,56713F-HRTimelineGroup
State of Wyoming29,733$429K0.06%+25,40313F-HRTimeline
Man Group plcin group Man Group plc29,401$424K<0.01%-25,29213F-HRTimelineGroup
IEQ CAPITAL, LLC28,726$414K<0.01%+3,67913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd26,877$388K0.02%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP26,053$376K0.03%-87,46313F-HRTimeline
Sterling Capital Management LLC26,064$376K0.01%+25,33113F-HRTimeline
BAILARD, INC.24,779$357K0.01%+8,10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,037$318K<0.01%-4,69513F-HRTimeline
Nebula Research & Development LLC20,703$299K0.03%+4513F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC19,810$286K<0.01%+87013F-HRTimeline
Heron Bay Capital Management19,175$277K0.06%+6,25013F-HRTimeline
Integrated Quantitative Investments LLC18,150$262K0.13%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC17,601$254K<0.01%-10,37413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC17,264$249K<0.01%-1,68913F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.16,291$235K0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC15,784$228K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,646$211K<0.01%-1,24213F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,612$211K<0.01%-2,13213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,722$198K<0.01%+30313F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…13,621$196K<0.01%+54613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13,540$195K<0.01%-6,89013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…13,098$189K<0.01%-29313F-HRTimelineGroup
State of Tennessee, Department of Treas…12,377$178K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,212$176K<0.01%+1,06813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,952$172K<0.01%+1,47913F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.11,199$161K<0.01%-16713F-HRTimelineGroup
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.11,000$159K0.01%013F-HRTimelineGroup
Triumph Capital Management10,172$147K0.05%+15313F-HRTimeline
SHERBROOKE PARK ADVISERS LLC10,129$146K0.07%-8,06113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,033$145K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…10,000$144K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,935$143K<0.01%-2,91313F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,951$143K<0.01%+4,53513F-HRTimelineGroup
Quantbot Technologies LP9,777$141K<0.01%new13F-HRTimeline
STRS OHIO8,800$127K<0.01%013F-HRTimeline
SG Americas Securities, LLC7,828$113K<0.01%-3,27313F-HRTimeline
Police & Firemen's Retirement System of…4,317$62.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,870$42.4K<0.01%013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND2,900$41.8K<0.01%013F-HR/ATimeline
Covestor Ltd2,783$40K0.03%+83213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,240$32.3K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,963$28.3K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,712$24.7K<0.01%-21,51413F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,656$23.9K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,542$22.2K<0.01%+94113F-HRTimeline
Quarry LP1,389$20K0.01%new13F-HRTimeline
Flaharty Asset Management, LLC1,305$18.8K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,062$15K<0.01%013F-HRTimeline
Ridgewood Investments LLC1,000$14.4K0.01%013F-HRTimeline
AlphaQuest LLC925$13.3K<0.01%-813F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.802$11.6K<0.01%+70813F-HRTimelineGroup
AMALGAMATED BANK791$11K<0.01%013F-HRTimeline
NewEdge Advisors, LLC683$9.85K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…566$8.16K<0.01%-25013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC462$6.66K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC406$5.86K<0.01%-11,98213F-HRTimeline
Brooklyn Investment Group400$5.77K<0.01%new13F-HRTimeline
Caitong International Asset Management …331$4.77K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…287$4.14K<0.01%+14713F-HRTimelineGroup
IFP Advisors, Inc243$3.5K<0.01%+23613F-HRTimeline
GAMMA Investing LLC214$3.09K<0.01%+17813F-HR/ATimeline
Parallel Advisors, LLC195$2.81K<0.01%new13F-HRTimeline
WealthCollab, LLC83$1.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC57$862<0.01%new13F-HRTimeline
Arax Advisory Partners56$808<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust50$721<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC44$634<0.01%new13F-HRTimeline
Lindbrook Capital, LLC43$620<0.01%-813F-HRTimeline
CoreCap Advisors, LLC39$562<0.01%+1813F-HRTimeline
SBI Securities Co., Ltd.1$14<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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