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Disclosery

HRTG HERITAGE INSURANCE HLDGS INC

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COM (common), issuer CIK 1598665

169 managers (173 13F filers) reported a position in HRTG shares at 2025-06-30, 18,225,419 shares in all. 51 filers opened a position and 12 filers sold out during the quarter.

Managers
169
13F filers
173
New
51
Added
55
Reduced
48
Sold out
12
Shares held by filers
18,225,419

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.1,867,515$46.6M<0.01%-89,32813F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,514,460$37.8M<0.01%+186,35013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,419,683$35.4M0.01%-122,83213F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP942,167$23.5M0.03%+349,16813F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC796,605$19.9M0.01%+119,79113F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…648,773$16.2M0.06%+163,14213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC526,698$13.1M0.03%-93,45413F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …526,377$13.1M0.01%+216,01913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC517,803$12.9M<0.01%+8,11213F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC464,820$11.6M0.05%-38,21413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP452,412$11.3M<0.01%+21,31713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC451,915$11.3M0.01%+195,70613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.412,161$10.3M<0.01%-320,17813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC385,499$9.61M0.01%-123,58113F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC383,582$9.57M0.01%+285,42513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC372,999$9.3M0.01%+68,30013F-HRTimeline
Pacific Ridge Capital Partners, LLC360,683$9M2.15%-415,41213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY346,055$8.63M<0.01%+94,32513F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC277,721$6.93M0.16%-14,60213F-HRTimeline
UBS Group AGin group UBS Group AG242,708$6.05M<0.01%+193,84813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC239,571$5.97M<0.01%-122,63813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC231,279$5.77M0.01%-91,67813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP219,912$5.48M<0.01%+39,35313F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL185,877$4.64M0.04%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding184,932$4.61M-76,176Timeline
SEGALL BRYANT & HAMILL, LLC184,861$4.61M0.06%-156,57813F-HRTimeline
Qube Research & Technologies Ltd178,839$4.46M0.01%+68,41113F-HRTimeline
Informed Momentum Co LLC177,026$4.42M0.67%new13F-HRTimeline
Quartz Partners, LLC143,372$3.58M1.64%-1,20813F-HRTimeline
Assenagon Asset Management S.A.142,641$3.56M0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO140,879$3.51M<0.01%+128,92713F-HRTimelineGroup
Empowered Funds, LLC130,957$3.27M0.04%+6,09813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…125,828$3.14M<0.01%+112,28813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp122,453$3.05M<0.01%+7,57213F-HRTimelineGroup
Arkadios Wealth Advisors115,889$2.89M0.09%-3,88113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,403$2.8M<0.01%+20,18613F-HRTimelineGroup
Counterpoint Mutual Funds LLC100,188$2.5M0.22%new13F-HRTimeline
Trexquant Investment LP98,743$2.46M0.03%-26,36813F-HRTimeline
Franklin Resourcesgroup of 2 filers holding90,487$2.26M+44,753Timeline
FMR LLCin group FMR LLC87,504$2.18M<0.01%-29,88613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83,988$2.09M<0.01%+36,20113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,444$2.01M<0.01%-42,57913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP74,578$1.86M<0.01%+6,79413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.74,370$1.85M<0.01%new13F-HRTimeline
Cubist Systematic Strategies, LLC70,841$1.77M0.02%+18,78113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co66,666$1.66M<0.01%-20813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding64,826$1.62M-40,794Timeline
BARCLAYS PLCin group BARCLAYS PLC61,605$1.54M<0.01%+16,36313F-HR/ATimelineGroup
LPL Financial LLC58,994$1.47M<0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC58,858$1.47M0.01%+39,04813F-HRTimeline
Nuveen, LLCin group TIAA57,513$1.43M<0.01%-46,12813F-HRTimelineGroup
Sanctuary Advisors, LLC54,557$1.36M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,258$1.28M<0.01%new13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management48,337$1.21M<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.47,331$1.18M<0.01%-1,56213F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp45,018$1.12M<0.01%-34,48813F-HR/ATimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC44,587$1.11M<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,230$1M<0.01%-25413F-HRTimelineGroup
IEQ CAPITAL, LLC39,747$991K0.01%+11,02113F-HRTimeline
Creative Planningin group Creative Planning37,913$946K<0.01%+6,27713F-HRTimelineGroup
Verition Fund Management LLC36,349$907K0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…35,149$877K<0.01%-6,59513F-HRTimeline
RHUMBLINE ADVISERS33,124$826K<0.01%-3,00813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC33,000$823K<0.01%-50,50013F-HRTimeline
GSA CAPITAL PARTNERS LLP32,754$817K0.06%+6,70113F-HRTimeline
ExodusPoint Capital Management, LP30,588$763K0.01%new13F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P30,336$757K0.02%-24,04413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd29,145$727K0.03%+2,26813F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC29,105$726K0.09%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …28,700$716K<0.01%new13F-HRTimelineGroup
State of Wyoming27,530$687K0.08%-2,20313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,937$672K<0.01%+14,72513F-HR/ATimelineGroup
SCOTIA CAPITAL INC.26,738$667K<0.01%new13F-HRTimeline
Sterling Capital Management LLC25,848$645K0.01%-21613F-HR/ATimeline
BAILARD, INC.24,779$618K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,181$603K<0.01%+6,58013F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC27,791$592K0.47%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.22,828$569K0.09%+6,53713F-HRTimeline
STRS OHIO22,700$566K<0.01%+13,90013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,567$563K<0.01%+8,84513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD21,862$545K<0.01%-29,36113F-HRTimeline
Engineers Gate Manager LP21,632$540K0.01%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding21,577$538KnewTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO20,505$511K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,165$478K<0.01%-2,87213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC18,863$470K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,725$467K<0.01%-36,03513F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC17,380$433K<0.01%new13F-HRTimelineGroup
Graham Capital Management, L.P.14,753$368K0.01%-21,51313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,607$364K<0.01%-513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,426$360K<0.01%-22013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC14,404$359K<0.01%+4,45313F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC14,093$351K<0.01%new13F-HRTimelineGroup
Nebula Research & Development LLC13,939$348K0.03%-6,76413F-HRTimeline
Aquatic Capital Management LLC13,702$342K0.01%+13,29613F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC13,281$331K<0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…13,098$327K<0.01%013F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd12,543$313K0.02%-17,40913F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…12,500$312K0.11%+2,50013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…12,267$306K<0.01%-1,35413F-HRTimelineGroup
State of Tennessee, Department of Treas…12,034$300K<0.01%-34313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,463$286K0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,447$285K<0.01%-5,81713F-HRTimelineGroup
Kingsview Wealth Management, LLC11,284$281K<0.01%-4,50013F-HRTimeline
Integrated Quantitative Investments LLC11,048$276K0.08%-7,10213F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.11,000$274K0.01%013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/10,717$268K<0.01%+68413F-HRTimeline
Moran Wealth Management, LLC10,321$257K0.01%new13F-HRTimeline
HRT FINANCIAL LP10,257$255K<0.01%new13F-HRTimeline
Man Group plcin group Man Group plc10,221$255K<0.01%-19,18013F-HRTimelineGroup
Janney Montgomery Scott LLC10,179$254K<0.01%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC10,078$251K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…9,938$248K<0.01%new13F-HRTimeline
Quantinno Capital Management LP9,666$241K<0.01%new13F-HRTimeline
Harbor Group, Inc.9,518$237K0.04%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,299$207K0.01%+7,73313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,237$205K<0.01%-1,69813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …8,205$205K<0.01%new13F-HRTimelineGroup
SG Americas Securities, LLC7,485$187K<0.01%-34313F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND6,600$165K<0.01%+3,70013F-HR/ATimeline
Police & Firemen's Retirement System of…5,749$143K<0.01%+1,43213F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.3,800$94.8K<0.01%new13F-HRTimelineGroup
AlphaQuest LLC3,259$81.3K0.01%+2,33413F-HRTimeline
Covestor Ltd3,133$78K0.05%+35013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,035$75.7K<0.01%+1,32313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,870$71.6K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc2,402$59.9K<0.01%+43913F-HRTimelineGroup
Essential Partners LLC2,291$57.1K0.02%13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,240$55.9K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,656$41.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,542$38.5K<0.01%013F-HRTimeline
Point72 (DIFC) Ltd1,417$35.3K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,106$27.6K<0.01%+1,06213F-HRTimeline
Capital Advisors, Ltd. LLC1,062$26K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.1,018$25.4K<0.01%new13F-HRTimeline
Ridgewood Investments LLC1,000$24.9K0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.994$24.8K<0.01%new13F-HRTimelineGroup
USA FINANCIAL FORMULAS983$24.5K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…924$23K<0.01%+63713F-HRTimelineGroup
AMALGAMATED BANK791$20K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.769$19.2K<0.01%-3313F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC689$17.2K0.01%new13F-HRTimeline
NewEdge Advisors, LLC683$17K<0.01%013F-HRTimeline
Arax Advisory Partners604$15.1K<0.01%+54813F-HRTimeline
Brooklyn Investment Group450$11.2K<0.01%+5013F-HR/ATimeline
Quarry LP425$10.6K<0.01%-96413F-HRTimeline
Clearstead Advisors, LLC384$9.58K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…380$9.48K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc362$9.03K<0.01%+11913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/314$7.82K<0.01%new13F-HR/ATimelineGroup
GAMMA Investing LLC291$7.26K<0.01%+7713F-HRTimeline
Parallel Advisors, LLC223$5.56K<0.01%+2813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC180$4.49K<0.01%new13F-HRTimeline
Larson Financial Group LLC154$3.84K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP150$3.52K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC133$3.32K<0.01%new13F-HRTimeline
WealthCollab, LLC83$2.07K<0.01%013F-HRTimeline
Allworth Financial LP82$2.05K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.76$1.9K<0.01%new13F-HRTimeline
Rise Advisors, LLC70$1.75K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC57$1.42K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.51$1.27K<0.01%+5013F-HRTimeline
Parkside Financial Bank & Trust50$1.25K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC28$698<0.01%new13F-HRTimeline
Fortitude Family Office, LLC20$499<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$249<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4$100<0.01%13F-HRTimeline
Avion Wealth19$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
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