HRTG

Heritage Insurance Holdings

Latest period2026 - Q1Total superinvestors188

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 188 superinvestors own shares of Heritage Insurance Holdings (HRTG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Heritage Insurance Holdings (HRTG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Heritage Insurance Holdings (HRTG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Heritage Insurance Holdings (HRTG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Spencer Fleming@Blackrock, Inc.
Recent Activity
Decreased -1.05%
0.01%
$57.497M
2.19M shares@ 26.25 avg price
Selwyn Notelovitz@Dimensional Fund Advisors Lp
Recent Activity
Increased 3.05%
0.01%
$32.732M
1.247M shares@ 26.26 avg price
Christine M. Buchanan@Vanguard Capital Management Llc
Recent Activity
New Position
0.01%
$26.283M
1.001M shares@ 26.26 avg price
Otis H. Cowan@American Century Companies Inc
Recent Activity
Increased 6.71%
0.02%
$25.96M
988,951 shares@ 26.26 avg price
Christine M. Buchanan@Vanguard Portfolio Management Llc
Recent Activity
New Position
0.01%
$22.226M
846,693 shares@ 26.25 avg price
Laura Doherty@Geode Capital Management, Llc
Recent Activity
Increased 10.97%
0.01%
$19.399M
738,890 shares@ 26.26 avg price
Derrick Crowe@Connor, Clark & Lunn Investment Management Ltd.
Recent Activity
Decreased -5.07%
0.04%
$14.46M
550,867 shares@ 26.26 avg price
ELIZABETH SCHAEFER@State Street Corp
Recent Activity
Increased 3.46%
0.01%
$13.784M
525,099 shares@ 26.26 avg price
Richard Baker@Prudential Financial Inc
Recent Activity
Decreased -41.06%
0.02%
$12.917M
492,092 shares@ 26.25 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -0.13%
0.02%
$12.123M
461,844 shares@ 26.25 avg price

1-10 of 188