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HERITAGE INSURANCE HLDGS (HRTG)

Name: HERITAGE INSURANCE HLDGS (HRTG) — Institutional ownership, SEC filings and insider activity
Creator: Sightfile
License: https://www.sec.gov/privacy#dissemination

Institutional ownership, SEC filings and insider activity

Sector: Financials · SEC CIK 0001598665 · EDGAR filings · Updated 2026-07-02

HERITAGE INSURANCE HLDGS (HRTG) has reported institutional ownership of 61.3%, with 187 institutional managers holding positions valued at $495.0M per the latest 13F reporting period.

Institutional ownership

61.3%

Institutional managers

187

Reported 13F value

$495.0M

Insider activity

68 trans.

−$14.5M net selling

Latest updates

2026-07-02 — Insider transaction reported (Form 4)
2026-07-01 — Notice of proposed sale filed (Form 144)
2026-06-24 — Insider transaction reported (Form 4)
2026-06-22 — Notice of proposed sale filed (Form 144)
2026-06-12 — Insider transaction reported (Form 4)
2026-06-12 — Insider transaction reported (Form 4)

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, HERITAGE INSURANCE HLDGS has 187 institutional holders and institutional ownership of 61.3%.

Insider activity

Insiders reported 68 transactions (2 buys, 40 sells) across 12 reporting insiders, with a net reported value of −$14.5M.

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NEXPOINT RESIDENTIAL TR INC COM (NXRT) · REDWOOD TRUST (RWT) · FINANCIAL INSTITUTIONS INC (FISI) · MFA FINL INC (MFA) · BRIGHTSPIRE CAPITAL INC (BRSP) · NB BANCORP (NBBK)

See full history, cross-references and alerts on Sightfile

Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-02.