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Disclosery

HRTG HERITAGE INSURANCE HLDGS INC

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COM (common), issuer CIK 1598665

174 managers (177 13F filers) reported a position in HRTG shares at 2025-09-30, 18,640,314 shares in all. 30 filers opened a position and 26 filers sold out during the quarter.

Managers
174
13F filers
177
New
30
Added
74
Reduced
53
Sold out
26
Shares held by filers
18,640,314

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.1,924,287$48.5M<0.01%+56,77213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,646,731$41.5M<0.01%+132,27113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,261,789$31.8M0.01%-157,89413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,024,357$25.8M0.03%+82,19013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC888,452$22.4M0.01%+91,84713F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC691,893$17.4M0.02%+308,31113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC630,906$15.9M<0.01%+113,10313F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…626,194$15.8M0.05%-22,57913F-HRTimeline
Assenagon Asset Management S.A.462,075$11.6M0.02%+319,43413F-HRTimeline
Pacific Ridge Capital Partners, LLC458,929$11.6M2.54%+98,24613F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC457,462$11.5M0.02%-69,23613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP455,536$11.5M<0.01%+3,12413F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC424,032$10.7M0.04%-40,78813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC399,997$10.1M0.01%+14,49813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY363,209$9.15M<0.01%+17,15413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG289,827$7.3M<0.01%+47,11913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC272,330$6.86M0.01%-100,66913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC252,372$6.35M0.01%+21,09313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC244,975$6.17M<0.01%-206,94013F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …242,916$6.12M<0.01%-283,46113F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC241,264$6.08M0.13%-36,45713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP217,767$5.48M<0.01%-2,14513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co203,839$5.13M<0.01%+137,17313F-HRTimelineGroup
Qube Research & Technologies Ltd189,521$4.77M0.01%+10,68213F-HRTimeline
TUDOR INVESTMENT CORP ET AL186,380$4.69M0.03%+50313F-HR/ATimeline
SEGALL BRYANT & HAMILL, LLC174,562$4.4M0.06%-10,29913F-HRTimeline
Quartz Partners, LLC172,728$4.35M1.57%+29,35613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC153,997$3.88M<0.01%-85,57413F-HRTimelineGroup
Trexquant Investment LP152,480$3.84M0.04%+53,73713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC151,864$3.82M<0.01%+100,60613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/146,366$3.69M<0.01%+62,37813F-HR/ATimelineGroup
Empowered Funds, LLC143,164$3.6M0.04%+12,20713F-HRTimeline
Informed Momentum Co LLC140,319$3.49M0.4%-36,70713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding134,816$3.39M+44,329Timeline
Arkadios Wealth Advisors128,286$3.23M0.08%+12,39713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding127,769$3.22M-57,163Timeline
HRT FINANCIAL LP125,006$3.15M0.01%+114,74913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC124,653$3.14M<0.01%+44,20913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp117,024$2.95M<0.01%-5,42913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,410$2.63M<0.01%-7,99313F-HRTimelineGroup
FMR LLCin group FMR LLC91,102$2.29M<0.01%+3,59813F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…76,798$1.93M0.4%+64,29813F-HRTimeline
ALLIANCEBERNSTEIN L.P.74,370$1.87M<0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP72,105$1.82M<0.01%-2,47313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO65,365$1.65M<0.01%-75,51413F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding65,240$1.64M+43,663Timeline
Nuveen, LLCin group TIAA60,147$1.51M<0.01%+2,63413F-HRTimelineGroup
Sanctuary Advisors, LLC59,942$1.51M0.01%+5,38513F-HR/ATimeline
AXA Investment Managers S.A.58,001$1.46M<0.01%13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC57,007$1.44M<0.01%-1,85113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC55,938$1.41M<0.01%-5,66713F-HR/ATimelineGroup
INSTRUMENTAL WEALTH, LLC60,060$1.4M0.98%+32,26913F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp54,225$1.37M<0.01%+9,20713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.51,710$1.3M<0.01%-360,45113F-HRTimelineGroup
Creative Planningin group Creative Planning49,921$1.26M<0.01%+12,00813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC46,578$1.17M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding45,574$1.15M-19,252Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,358$1.08M<0.01%+18,42113F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC42,561$1.07M0.11%+13,45613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD42,362$1.07M<0.01%+20,50013F-HRTimeline
IEQ CAPITAL, LLC41,791$1.05M<0.01%+2,04413F-HRTimeline
Verition Fund Management LLC40,543$1.02M0.01%+4,19413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39,885$1M<0.01%+28,43813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…39,695$1000K<0.01%-86,13313F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd39,060$984K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,294$964K<0.01%-1,93613F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC38,109$960K0.15%new13F-HRTimeline
FJ Capital Management LLC37,745$950K0.1%new13F-HRTimeline
Counterpoint Mutual Funds LLC37,243$938K0.07%-62,94513F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …35,700$899K<0.01%+7,00013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…35,149$885K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,300$864K<0.01%+11,73313F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP34,251$862K0.07%+1,49713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management33,695$848K<0.01%-14,64213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC33,459$842K<0.01%+9,27813F-HRTimelineGroup
RHUMBLINE ADVISERS33,014$831K<0.01%-11013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC32,300$813K<0.01%-70013F-HRTimeline
Dynamic Technology Lab Private Ltd27,770$699K0.12%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO27,628$696K<0.01%+7,12313F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC27,513$693K<0.01%-17,07413F-HRTimeline
SG Americas Securities, LLC27,281$687K<0.01%+19,79613F-HRTimeline
Sterling Capital Management LLC26,065$656K0.01%+21713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC24,260$611K0.01%new13F-HRTimelineGroup
STRS OHIO22,700$572K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC20,217$509K<0.01%+5,81313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd19,894$501K0.03%-9,25113F-HRTimelineGroup
LPL Financial LLC19,630$494K<0.01%-39,36413F-HRTimeline
BAILARD, INC.18,679$470K0.01%-6,10013F-HRTimeline
Graham Capital Management, L.P.18,589$468K0.02%+3,83613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,416$464K<0.01%-74913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,385$463K<0.01%-34013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,768$422K<0.01%+2,16113F-HRTimelineGroup
GROUP ONE TRADING LLC15,691$395K0.01%new13F-HRTimeline
Quantinno Capital Management LP15,085$380K<0.01%+5,41913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,452$364K<0.01%-2,92813F-HRTimelineGroup
Versor Investments LP14,420$363K0.07%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC14,186$357K<0.01%+9313F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC13,281$334K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,232$333K<0.01%new13F-HRTimelineGroup
State of Wyoming13,224$333K0.04%-14,30613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…13,098$330K<0.01%013F-HRTimelineGroup
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.12,750$321K0.01%+1,75013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…12,257$309K<0.01%+2,31913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/11,928$301K<0.01%+1,21113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,993$277K0.02%new13F-HRTimelineGroup
Cubist Systematic Strategies, LLC10,892$274K<0.01%-59,94913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,473$264K<0.01%-36,85813F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…10,394$262K<0.01%-1,87313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,234$258K0.01%+1,93513F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P10,067$253K0.01%-20,26913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,992$253K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC9,744$245K<0.01%-43513F-HRTimeline
Man Group plcin group Man Group plc9,086$229K<0.01%-1,13513F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC8,995$226K<0.01%-1,08313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,884$224K<0.01%new13F-HRTimelineGroup
Optivise Advisory Services LLC8,757$221K0.13%new13F-HRTimeline
AlphaQuest LLC7,272$183K0.01%+4,01313F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND6,600$166K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…6,511$164K<0.01%+76213F-HRTimeline
Arax Advisory Partners5,823$147K<0.01%+5,21913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,379$135K<0.01%+2,34413F-HRTimelineGroup
USA FINANCIAL FORMULAS3,487$87.8K0.02%+2,50413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,870$72.3K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2,641$66.5K0.13%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,559$64.4K<0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc2,402$60.5K<0.01%013F-HRTimelineGroup
Essential Partners LLC2,306$58.1K0.02%+1513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,915$48.2K<0.01%-32513F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,657$41.7K<0.01%+113F-HRTimeline
Covestor Ltd1,622$41K0.02%-1,51113F-HRTimeline
SIGNATUREFD, LLC1,542$38.8K<0.01%013F-HRTimeline
State of Alaska, Department of Revenue1,453$36K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,106$27.8K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,062$27K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.1,020$25.7K<0.01%new13F-HRTimeline
Advisory Services Network, LLC990$24.9K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…859$21.6K<0.01%-6513F-HRTimelineGroup
Quantbot Technologies LP796$20K<0.01%new13F-HRTimeline
AMALGAMATED BANK791$20K<0.01%013F-HRTimeline
NewEdge Advisors, LLC677$17K<0.01%-613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.676$17K<0.01%-9313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA685$17K<0.01%-13,74113F-HRTimelineGroup
Allworth Financial LP551$13.9K<0.01%+46913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/525$13.2K<0.01%+21113F-HRTimelineGroup
Quarry LP523$13.2K<0.01%+9813F-HRTimeline
Clearstead Advisors, LLC504$12.7K<0.01%+12013F-HRTimeline
Aster Capital Management (DIFC) Ltd481$12.1K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC462$11.6K<0.01%new13F-HRTimeline
Truvestments Capital LLC400$10.1K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.321$8.08K<0.01%+27013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC276$6.95K<0.01%+9613F-HRTimeline
GAMMA Investing LLC269$6.77K<0.01%-2213F-HRTimeline
Larson Financial Group LLC241$6.07K<0.01%+8713F-HRTimeline
IFP Advisors, Inc205$5.16K<0.01%-15713F-HR/ATimeline
Parallel Advisors, LLC195$4.91K<0.01%-2813F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.184$4.63K<0.01%new13F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.178$4.49K<0.01%-84013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.146$4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP150$3.73K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC139$3.5K<0.01%+613F-HRTimeline
WPG Advisers, LLC125$3.15K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC118$2.97K<0.01%+6113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112$2.82K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC101$2.54K<0.01%+9113F-HRTimeline
WealthCollab, LLC83$2.09K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.76$1.91K<0.01%013F-HRTimeline
Caitong International Asset Management …75$1.89K<0.01%new13F-HRTimeline
Rise Advisors, LLC70$1.76K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust50$1.26K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB22$554<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.17$428<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4$101<0.01%013F-HRTimeline
Avion Wealth19$00%013F-HRTimelineValue filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%new13F-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