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Disclosery

HRTG HERITAGE INSURANCE HLDGS INC

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COM (common), issuer CIK 1598665

184 managers (190 13F filers) reported a position in HRTG shares at 2026-03-31, 18,883,242 shares in all. 20 filers opened a position and 33 filers sold out during the quarter.

Managers
184
13F filers
190
New
20
Added
68
Reduced
68
Sold out
33
Shares held by filers
18,883,242

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.2,190,370$57.5M<0.01%-23,36013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding2,066,258$54.2MnewTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,246,923$32.7M0.01%+36,87913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC988,951$26M0.01%+62,17513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC738,890$19.4M<0.01%+72,98813F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…550,867$14.5M0.03%-29,45613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP525,099$13.8M<0.01%+17,52213F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC492,092$12.9M0.02%-342,82613F-HRTimelineGroup
Assenagon Asset Management S.A.461,844$12.1M0.02%-63713F-HRTimeline
Pacific Ridge Capital Partners, LLC405,860$10.7M2.31%+33,90713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC386,624$10.1M0.01%-82,66813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP374,906$9.84M0.01%-152,57313F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC358,682$9.42M0.04%+14,93813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC349,249$9.17M<0.01%-68,17913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC333,283$8.75M<0.01%+159,76413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY285,084$7.48M<0.01%+12,63013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP274,542$7.21M0.01%+191,21313F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC259,973$6.82M0.14%+11,17213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP241,415$6.34M<0.01%+9,11713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co234,637$6.16M<0.01%-20,53713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.228,720$6M<0.01%+151,29913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding222,912$5.85M-95,197Timeline
Qube Research & Technologies Ltd222,385$5.84M0.01%-69,79813F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …218,655$5.74M<0.01%+75,33913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC208,163$5.46M0.01%+169,32813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/194,689$5.11M<0.01%+93,54813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC183,632$4.82M<0.01%+33,80713F-HRTimelineGroup
Quartz Partners, LLC181,933$4.78M1.85%-5,42313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC172,530$4.53M0.01%-9,15113F-HRTimeline
Nuveen, LLCin group TIAA169,898$4.46M<0.01%+44413F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC165,232$4.34M0.06%-7,70713F-HR/ATimeline
Empowered Funds, LLC162,178$4.26M0.03%+9,92413F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources156,321$4.1M<0.01%+65,38013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC140,457$3.69M<0.01%-14,02313F-HR/ATimelineGroup
Trexquant Investment LP136,624$3.59M0.03%-17,81913F-HRTimeline
Arkadios Wealth Advisors134,753$3.54M0.06%-2,51313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…126,871$3.33M0.53%+50,00013F-HRTimeline
FMR LLCin group FMR LLC125,129$3.28M<0.01%+14,71113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC109,398$2.87M<0.01%+60,60413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,957$2.7M<0.01%+18113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp102,075$2.68M<0.01%-5,88413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.81,814$2.39M<0.01%+13,30413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC90,521$2.38M<0.01%+42,87913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP86,818$2.28M<0.01%+4,56913F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd84,250$2.21M0.04%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,887$2.12M<0.01%-3,84013F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC78,627$2.06M<0.01%+30,68813F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC61,960$1.63M0.01%-10,49513F-HRTimeline
Sanctuary Advisors, LLC61,233$1.61M0.01%-6,48813F-HRTimeline
INSTRUMENTAL WEALTH, LLC60,060$1.58M0.97%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC58,915$1.55M0.09%new13F-HRTimelineGroup
HRT FINANCIAL LP57,511$1.51M<0.01%-113,89413F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp55,538$1.46M<0.01%+2,30313F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …54,504$1.43M<0.01%-26813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC52,100$1.37M<0.01%+9,58113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd51,925$1.36M0.02%+29,05313F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP51,113$1.34M0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,317$1.32M<0.01%+12,11013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL50,069$1.31M0.01%-135,39713F-HRTimeline
Swiss National Bank49,000$1.29M<0.01%013F-HRTimeline
NAVELLIER & ASSOCIATES INC47,200$1.24M0.13%+15,94213F-HRTimeline
Creative Planningin group Creative Planning45,333$1.19M<0.01%-9,50413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…42,424$1.11M<0.01%+20,45813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,195$976K<0.01%+4113F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al36,700$963K0.01%+20,50013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…35,149$923K<0.01%013F-HRTimeline
Interval Partners, LP32,857$862K0.03%+48713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,947$839K<0.01%-63,32513F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS31,160$818K<0.01%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC31,000$814K<0.01%-1,30013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO30,420$799K<0.01%-13,01613F-HRTimelineGroup
IEQ CAPITAL, LLC30,250$794K<0.01%-13,39613F-HRTimeline
RHUMBLINE ADVISERS30,186$792K<0.01%+13013F-HRTimeline
Mariner, LLCin group Mariner, LLC29,007$761K<0.01%-12,16913F-HRTimelineGroup
Verdad Advisers, LP26,494$695K0.78%-2,28013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC26,303$690K0.01%+48913F-HRTimelineGroup
Cambria Investment Management, L.P.26,168$687K0.04%+3,79013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC25,339$665K<0.01%-38,27313F-HRTimelineGroup
VARCOV Co.25,267$663K0.25%+8,17113F-HRTimeline
Quantinno Capital Management LP23,781$624K<0.01%+5,01513F-HRTimeline
Man Group plcin group Man Group plc23,617$620K<0.01%+13,07413F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD23,476$616K<0.01%-3,59213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…23,312$612K<0.01%-18313F-HRTimeline
STRS OHIO22,300$585K<0.01%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC21,600$567K0.01%+4,12713F-HRTimelineGroup
SG Americas Securities, LLC21,282$559K<0.01%-6,11713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,843$547K<0.01%+2,00713F-HRTimelineGroup
Dynamic Technology Lab Private Ltd20,758$545K0.09%-8213F-HRTimeline
CWM, LLCin group CWM, LLC20,623$541K<0.01%-1,27113F-HRTimelineGroup
LPL Financial LLC19,461$511K<0.01%-10,96913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/18,856$495K<0.01%+5,22113F-HRTimeline
Informed Momentum Co LLC18,843$495K0.06%-170,11313F-HRTimeline
BAILARD, INC.18,679$490K0.01%013F-HRTimeline
OPTIMIZE FINANCIAL INC.17,722$465K0.23%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC17,540$460K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,400$457K<0.01%-44913F-HRTimelineGroup
Campbell & CO Investment Adviser LLC17,124$450K0.03%new13F-HRTimeline
Sterling Capital Management LLC16,589$435K0.01%-9,55513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc16,530$434K<0.01%-2,81413F-HRTimelineGroup
Graham Capital Management, L.P.15,486$407K0.01%-3,89213F-HRTimeline
Fragasso Financial Advisors Inc15,200$405K0.02%+4,00013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC15,365$403K<0.01%-5913F-HRTimelineGroup
Janney Montgomery Scott LLC15,224$400K<0.01%+3,54713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…14,305$376K<0.01%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC14,141$371K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…13,098$344K<0.01%013F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…9,983$344K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,062$343K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,834$337K<0.01%+34913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…12,684$333K<0.01%+2,14213F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC12,342$324K<0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson12,100$318K<0.01%013F-HR/ATimelineGroup
Counterpoint Mutual Funds LLC11,854$311K0.05%+3,13313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,722$307K<0.01%+69713F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…11,533$303K<0.01%+9613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…11,264$296K0.01%+2,11313F-HRTimeline
Bleakley Financial Group, LLC11,247$295K<0.01%new13F-HRTimeline
State of Alaska, Department of Revenue11,056$290K<0.01%013F-HRTimeline
Moran Wealth Management, LLC11,011$289K0.01%new13F-HRTimeline
MANGROVE PARTNERS IM, LLC11,010$289K0.02%-3,95513F-HRTimeline
SIMPLEX TRADING, LLC10,676$280K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,109$265K<0.01%-3,55713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,883$259K<0.01%-39,98013F-HR/ATimelineGroup
Aquatic Capital Management LLC9,520$250K0.01%-6,30813F-HRTimeline
State of Wyoming9,457$248K0.03%+18913F-HRTimeline
Engineers Gate Manager LP9,358$246K<0.01%-8,02813F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC9,296$244K<0.01%-3,86713F-HRTimelineGroup
EP Wealth Advisors, LLC7,842$206K<0.01%-913F-HRTimeline
KLP KAPITALFORVALTNING AS7,000$184K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND6,600$173K<0.01%-22,40013F-HRTimeline
Police & Firemen's Retirement System of…6,511$171K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,071$159K<0.01%-10413F-HRTimelineGroup
GLOBEFLEX CAPITAL L P5,914$155K0.02%013F-HRTimeline
Triumph Capital Management4,246$111K0.02%+40213F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.3,522$92.5K0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co3,188$84K<0.01%013F-HRTimelineGroup
Essential Partners LLC2,336$61.3K0.02%-2213F-HRTimeline
IFP Advisors, Inc1,949$51.2K<0.01%+1,38713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,915$50.3K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,907$50.1K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,718$45.1K<0.01%+1813F-HRTimeline
SIGNATUREFD, LLC1,611$42.3K<0.01%-113F-HRTimeline
Caitong International Asset Management …1,577$41.4K0.01%-1,32913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,444$37.9K<0.01%+75113F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.1,403$36.8K<0.01%+1,17313F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC1,062$28K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,050$27.6K0.02%013F-HRTimeline
Financial Management Professionals, Inc.1,020$26.8K<0.01%013F-HRTimeline
Covestor Ltd885$24K0.02%-1813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…845$22.2K<0.01%-34413F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC790$20.7K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC662$17.4K<0.01%013F-HRTimeline
Truvestments Capital LLC640$16.8K<0.01%013F-HRTimeline
Larson Financial Group LLC599$15.7K<0.01%+17613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.586$15.4K<0.01%-9013F-HRTimelineGroup
Allworth Financial LP576$15.1K<0.01%-10113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA515$14K<0.01%-66713F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC469$12.3K<0.01%+713F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC404$10.6K<0.01%+7113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…398$10.4K<0.01%+31913F-HRTimelineGroup
NewEdge Advisors, LLC377$9.9K<0.01%013F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.306$8K<0.01%+2713F-HRTimeline
GAMMA Investing LLC284$7.46K<0.01%-2313F-HRTimeline
Smartleaf Asset Management LLC254$6.67K<0.01%-4413F-HRTimeline
Parallel Advisors, LLC195$5.12K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC167$4.21K<0.01%-16013F-HRTimeline
True Wealth Design, LLC139$3.65K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC134$3.52K<0.01%+1613F-HRTimeline
WealthCollab, LLC83$2.18K<0.01%-2613F-HRTimeline
Arax Advisory Partners68$1.37K<0.01%+913F-HRTimeline
Parkside Financial Bank & Trust50$1.31K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.35$919<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB18$473<0.01%-413F-HRTimeline
Sunbelt Securities, Inc.17$446<0.01%013F-HRTimeline
MAI Capital Management14$368<0.01%-1213F-HRTimeline
Versant Capital Management, Inc14$368<0.01%new13F-HRTimeline
Advisory Services Network, LLC13$342<0.01%new13F-HRTimeline
Hughes Financial Services, LLC8$210<0.01%-2313F-HRTimeline
Basecamp Wealth Advisors LLC7$184<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…3$79<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2$53<0.01%new13F-HRTimelineGroup
Stone House Investment Management, LLC1$26<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$26<0.01%-6513F-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