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Disclosery

HRTG HERITAGE INSURANCE HLDGS INC

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COM (common), issuer CIK 1598665

198 managers (201 13F filers) reported a position in HRTG shares at 2025-12-31, 19,027,492 shares in all. 41 filers opened a position and 20 filers sold out during the quarter.

Managers
198
13F filers
201
New
41
Added
83
Reduced
51
Sold out
20
Shares held by filers
19,027,492

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.2,213,730$64.8M<0.01%+289,44313F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,881,027$55M<0.01%+234,29613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,210,044$35.4M0.01%-51,74513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC926,776$27.1M0.01%+38,32413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC834,918$24.4M0.03%+143,02513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC665,902$19.5M<0.01%+34,99613F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…580,323$17M0.04%-45,87113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP527,479$15.4M0.01%-496,87813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP507,577$14.9M<0.01%+52,04113F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC469,292$13.7M0.02%+11,83013F-HRTimelineGroup
Assenagon Asset Management S.A.462,481$13.5M0.02%+40613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC417,428$12.2M0.01%+17,43113F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC371,953$10.9M2.39%-86,97613F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC343,744$10.1M0.04%-80,28813F-HRTimeline
UBS Group AGgroup of 2 filers holding318,109$9.31M+28,282Timeline
Qube Research & Technologies Ltd292,183$8.55M0.01%+102,66213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY272,454$7.97M<0.01%-90,75513F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co255,174$7.47M<0.01%+51,33513F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC248,801$7.28M0.15%+7,53713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP232,298$6.8M<0.01%+14,53113F-HRTimelineGroup
Informed Momentum Co LLC188,956$5.53M0.62%+48,63713F-HRTimeline
Quartz Partners, LLC187,356$5.48M2.04%+14,62813F-HRTimeline
TUDOR INVESTMENT CORP ET AL185,466$5.43M0.03%-91413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC181,681$5.32M0.01%-90,64913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC173,519$5.08M<0.01%+48,86613F-HR/ATimelineGroup
SEGALL BRYANT & HAMILL, LLC172,939$5.06M0.07%-1,62313F-HRTimeline
HRT FINANCIAL LP171,405$5.01M0.02%+46,39913F-HRTimeline
Nuveen, LLCin group TIAA169,454$4.96M<0.01%+109,30713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC154,480$4.52M<0.01%+48313F-HRTimelineGroup
Trexquant Investment LP154,443$4.52M0.04%+1,96313F-HRTimeline
Empowered Funds, LLC152,254$4.45M0.08%+9,09013F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC149,825$4.38M<0.01%-95,15013F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …143,316$4.19M<0.01%-99,60013F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding142,441$4.17M+7,625Timeline
Arkadios Wealth Advisors137,266$4.02M0.08%+8,98013F-HRTimeline
FMR LLCin group FMR LLC110,418$3.23M<0.01%+19,31613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp107,959$3.16M<0.01%-9,06513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,776$3.01M<0.01%-1,63413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/101,141$2.96M<0.01%-45,22513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding101,137$2.96M+35,897Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding100,429$2.94M-27,340Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…95,272$2.79M<0.01%+49,69813F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…86,350$2.53M<0.01%new13F-HRTimeline
DENALI ADVISORS LLC85,115$2.49M0.28%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84,727$2.48M<0.01%+19,36213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP82,249$2.41M<0.01%+10,14413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.77,421$2.27M<0.01%+25,71113F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…76,871$2.25M0.43%+7313F-HRTimeline
ALLIANCEBERNSTEIN L.P.68,510$2M<0.01%-5,86013F-HRTimeline
Sanctuary Advisors, LLC67,721$1.98M0.01%+7,77913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC63,612$1.86M<0.01%+7,67413F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC72,455$1.69M0.01%+15,44813F-HRTimeline
INSTRUMENTAL WEALTH, LLC60,060$1.68M1.01%013F-HRTimeline
Creative Planningin group Creative Planning54,837$1.6M<0.01%+4,91613F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …54,772$1.6M<0.01%new13F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp53,235$1.56M<0.01%-99013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,863$1.46M<0.01%+15,56313F-HRTimelineGroup
Swiss National Bank49,000$1.43M<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC48,794$1.43M<0.01%+8,90913F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC47,939$1.4M<0.01%+1,36113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC47,642$1.39M<0.01%-204,73013F-HRTimelineGroup
IEQ CAPITAL, LLC43,646$1.28M<0.01%+1,85513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO43,436$1.27M<0.01%+15,80813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC42,519$1.24M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC41,176$1.2M<0.01%+7,71713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,835$1.14M<0.01%-113,02913F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC38,528$1.13M<0.01%+11,01513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,207$1.12M<0.01%-7,15113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,154$1.09M<0.01%-1,14013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…35,149$1.03M<0.01%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.34,947$1.02M<0.01%new13F-HRTimelineGroup
Interval Partners, LP32,370$947K0.02%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC32,300$945K<0.01%013F-HRTimeline
NAVELLIER & ASSOCIATES INC31,258$915K0.1%-11,30313F-HRTimeline
LPL Financial LLC30,430$890K<0.01%+10,80013F-HRTimeline
RHUMBLINE ADVISERS30,056$879K<0.01%-2,95813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND29,000$849K<0.01%+22,40013F-HRTimeline
Verdad Advisers, LP28,774$842K0.96%13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …27,400$803K<0.01%-8,30013F-HRTimelineGroup
SG Americas Securities, LLC27,399$802K<0.01%+11813F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD27,068$792K<0.01%-15,29413F-HRTimeline
Sterling Capital Management LLC26,144$765K0.01%+7913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC25,814$755K0.01%+1,55413F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…23,495$687K<0.01%+21,83813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd22,872$669K0.02%+2,97813F-HRTimelineGroup
Cambria Investment Management, L.P.22,378$655K0.04%new13F-HRTimeline
STRS OHIO22,300$652K<0.01%-40013F-HRTimeline
Integrated Quantitative Investments LLC22,116$647K0.14%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…21,966$643K<0.01%-17,72913F-HRTimelineGroup
CWM, LLCin group CWM, LLC21,894$641K<0.01%+1,67713F-HRTimelineGroup
Dynamic Technology Lab Private Ltd20,840$610K0.14%-6,93013F-HRTimeline
Graham Capital Management, L.P.19,378$567K0.02%+78913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc19,344$566K<0.01%+16,94213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\18,836$551K<0.01%+2,06813F-HRTimelineGroup
Quantinno Capital Management LP18,766$549K<0.01%+3,68113F-HRTimeline
CAXTON ASSOCIATES LLP18,748$549K0.01%new13F-HRTimeline
BAILARD, INC.18,679$547K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,849$522K<0.01%-53613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC17,473$511K0.01%new13F-HRTimelineGroup
Engineers Gate Manager LP17,386$509K0.01%new13F-HRTimeline
VARCOV Co.17,096$500K0.2%13F-HRTimeline
ExodusPoint Capital Management, LP16,776$491K0.01%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al16,200$474K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC15,828$463K0.01%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC15,424$451K<0.01%+97213F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC14,965$438K0.04%new13F-HRTimeline
Harvest Investment Services, LLC14,413$422K0.08%new13F-HRTimeline
Versor Investments LP13,920$407K0.06%-50013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,666$400K<0.01%-4,75013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/13,635$399K<0.01%+1,70713F-HRTimeline
Massar Capital Management, LP13,244$388K0.08%new13F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC13,163$385K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…13,098$383K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,485$365K<0.01%+22813F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC12,342$361K<0.01%-93913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson12,100$354K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC11,677$342K<0.01%+1,93313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…11,612$340K0.12%+8,97113F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…11,437$335K<0.01%+1,04313F-HRTimelineGroup
Fragasso Financial Advisors Inc11,200$328K0.02%new13F-HRTimeline
State of Alaska, Department of Revenue11,056$322K<0.01%+9,60313F-HRTimeline
Man Group plcin group Man Group plc10,543$308K<0.01%+1,45713F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…10,542$308K<0.01%new13F-HRTimeline
Legato Capital Management LLC10,516$308K0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,025$290K<0.01%+1,03313F-HRTimeline
State of Wyoming9,268$271K0.03%-3,95613F-HRTimeline
Jain Global LLC9,200$269K<0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,151$268K<0.01%new13F-HRTimeline
Counterpoint Mutual Funds LLC8,721$255K0.02%-28,52213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,500$249K<0.01%-1,97313F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD8,300$243K<0.01%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC7,979$233K<0.01%-1,01613F-HRTimeline
EP Wealth Advisors, LLC7,851$230K<0.01%13F-HRTimeline
Verition Fund Management LLC7,820$229K<0.01%-32,72313F-HRTimeline
AlphaQuest LLC7,524$220K0.01%+25213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …7,426$217K<0.01%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS7,000$205K<0.01%new13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM6,883$201K<0.01%new13F-HRTimeline
Police & Firemen's Retirement System of…6,511$191K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,175$181K<0.01%+79613F-HRTimelineGroup
GLOBEFLEX CAPITAL L P5,914$173K0.03%new13F-HRTimeline
Triumph Capital Management3,844$112K0.02%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.3,522$103K0.01%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co3,188$93K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …2,906$85K0.02%+2,83113F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,870$84K<0.01%013F-HRTimelineGroup
Essential Partners LLC2,358$69K0.02%+5213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,915$56K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC1,911$55.9K<0.01%-13,78013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,700$49.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,612$47.2K<0.01%+7013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,182$35K<0.01%+49713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,189$34.8K<0.01%+33013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,062$31K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,050$30.7K0.02%13F-HRTimeline
Financial Management Professionals, Inc.1,020$29.8K<0.01%013F-HRTimeline
Covestor Ltd903$26K0.01%-71913F-HRTimeline
AMALGAMATED BANK773$23K<0.01%-1813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…693$20.3K<0.01%-9,54113F-HRTimelineGroup
Allworth Financial LP677$19.8K<0.01%+12613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.676$19.8K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC662$19.4K<0.01%-44413F-HRTimeline
Truvestments Capital LLC640$18.7K<0.01%+24013F-HRTimeline
USA FINANCIAL FORMULAS636$18.6K<0.01%-2,85113F-HRTimeline
IFP Advisors, Inc562$16.4K<0.01%+35713F-HRTimeline
QUADRANT CAPITAL GROUP LLC462$13.5K<0.01%013F-HRTimeline
Larson Financial Group LLC423$12.4K<0.01%+18213F-HRTimeline
Quarry LP391$11.4K<0.01%-13213F-HRTimeline
NewEdge Advisors, LLC377$11K<0.01%-30013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC333$9.74K<0.01%+5713F-HRTimeline
Farther Finance Advisors, LLC327$9.57K<0.01%+20913F-HRTimeline
GAMMA Investing LLC307$8.98K<0.01%+3813F-HRTimeline
Smartleaf Asset Management LLC298$8.73K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.279$8K<0.01%+13313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.230$6.73K<0.01%+4613F-HRTimelineGroup
Global Retirement Partners, LLC203$5.94K<0.01%+19913F-HRTimeline
Parallel Advisors, LLC195$5.71K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP150$4.39K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC139$4.07K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC118$3.45K<0.01%+1713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112$3.28K<0.01%013F-HR/ATimelineGroup
WealthCollab, LLC109$3.19K<0.01%+2613F-HRTimeline
Aster Capital Management (DIFC) Ltd81$2.37K<0.01%-40013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…79$2.31K<0.01%new13F-HR/ATimelineGroup
SBI Securities Co., Ltd.66$1.93K<0.01%-25513F-HRTimeline
Fortitude Family Office, LLC64$1.87K<0.01%new13F-HRTimeline
Arax Advisory Partners59$1.73K<0.01%-5,76413F-HRTimeline
Parkside Financial Bank & Trust50$1.46K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.35$1.02K<0.01%-4113F-HRTimeline
Hughes Financial Services, LLC31$907<0.01%new13F-HRTimeline
MAI Capital Management26$761<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB22$644<0.01%013F-HRTimeline
Sunbelt Securities, Inc.17$497<0.01%013F-HRTimeline
SJS Investment Consulting Inc.12$352<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC7$205<0.01%13F-HRTimeline
Clearstead Advisors, LLC3$88<0.01%-50113F-HRTimeline
Keating Financial Advisory Services, In…2$59<0.01%13F-HRTimeline
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