Estimated market cap $998.02MShares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily. This figure: shares as of Oct 28, 2026, last close Nov 13, 2026.29.63M shares, shares as of Oct 28, 2026CIK 1598665The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
2 buys · 41 sells
$9.61M sold, open market
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Heritage Insurance Holdings, Inc.'s latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What Heritage Insurance Holdings, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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H-1B labor applications at Heritage Insurance Holdings, Inc.
0 certified in 12 mo
Labor condition applications decided by the Department of Labor, matched to Heritage Insurance Holdings, Inc. by employer name. An application is not a hire.
Median yearly wage offered, full-time certified applications, Jul 2025 to Jun 2026: —The wage the employer offered, as filed, with its unit. The yearly figure restates it per year (hourly x 2,080, weekly x 52, every two weeks x 26, monthly x 12) from the low end of the offered range. It is not what the worker was paid.
H-1B labor applications decided at Heritage Insurance Holdings, Inc. by quarter
We match the employer's name to a public company automatically, including a reviewed list of subsidiaries. A subsidiary can be missed and a similar name can be matched wrongly. The files carry no worker names.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
138
47.2% of shares · 52 added
Latest 10-Q
Q3 2026
What changed in Heritage Insurance Holdings, Inc.'s latest quarterly report, compared with the one before.
Filed Nov 6, 2026 · Quarter ended Sep 30, 2026
Summary text goes here once it has loaded. Summary text goes here once it has loaded.
Summary text goes here once it has loaded.
Summary text goes here once it has loaded.
AI summary of changes vs the prior report. Written by AI from the paragraphs that changed, and checked against them. This is information, not investment advice.
Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since Oct 19, 2026. Insiders have two business days to file.
Recent insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
138 funds report HRTG. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Funds own 64% of shares (Q2 2026)Fund managers with more than $100 million in US-listed stocks file a 13F each quarter. It lists their long stock positions only (shorts, options and bonds are left out) and can arrive up to 45 days after the quarter ends, so this is a snapshot of the quarter end. We add up the shares every fund reports in this class and divide by the shares outstanding. The total can pass 100%: the same shares are often reported by more than one manager (an adviser and the fund it runs), lent shares can be reported twice, and the share count can be out of date after buybacks. We divided 18.99M reported shares by 29.73M shares, from the company’s SEC filing as of Aug 2, 2026.
187 funds hold the stock.
Q3 2026: 47% · 5,560 of ~8,900 funds reported so farFunds have 45 days after a quarter ends to file. This quarter’s reports are still arriving, so the figure only counts the funds that have filed so far and will usually rise.
Q2 202559%
Q3 202561%
Q4 202562%
Q1 202661%
Q2 202664%
Q3 2026 (so far)47%
Q3 2026. 33 new, 52 added to, 34 trimmed, 83 exited since Q2 2026.
Download CSVEvery fund that holds HRTG, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
No recent congressional trades for this company.
Lobbying
What Heritage Insurance Holdings, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q2 2014
42
—
5.45M
$83.0M
Q3 2014
50
+8
5.23M
$78.8M
Q4 2014
51
+1
6.23M
$121.1M
Q1 2015
80
+29
8.06M
$177.4M
Q2 2015
110
+30
11.48M
$263.8M
Q3 2015
105
-5
14.57M
$292.2M
Q4 2015
121
+16
14.73M
$320.4M
Q1 2016
120
-1
16.30M
$260.2M
Q2 2016
119
-1
16.01M
$191.7M
Q3 2016
113
-6
15.85M
$228.4M
Q4 2016
115
+2
16.83M
$263.7M
Q1 2017
106
-9
17.16M
$219.1M
Q2 2017
100
-6
17.81M
$231.9M
Q3 2017
93
-7
19.77M
$261.4M
Q4 2017
110
+17
22.00M
$396.5M
Q1 2018
115
+5
21.17M
$321.0M
Q2 2018
116
+1
20.54M
$342.5M
Q3 2018
104
-12
20.99M
$310.9M
Q4 2018
103
-1
20.12M
$296.1M
Q1 2019
112
+9
20.04M
$292.5M
Q2 2019
120
+8
20.07M
$309.3M
Q3 2019
108
-12
19.66M
$293.9M
Q4 2019
112
+4
19.54M
$258.7M
Q1 2020
106
-6
18.26M
$195.6M
Q2 2020
117
+11
18.92M
$247.5M
Q3 2020
120
+3
19.04M
$192.9M
Q4 2020
114
-6
19.07M
$193.4M
Q1 2021
110
-4
19.60M
$217.1M
Q2 2021
108
-2
18.36M
$157.6M
Q3 2021
108
0
17.55M
$119.4M
Q4 2021
96
-12
16.01M
$94.1M
Q1 2022
93
-3
14.66M
$104.8M
Q2 2022
79
-14
11.23M
$29.7M
Q3 2022
62
-17
9.91M
$21.9M
Q4 2022
51
-11
7.99M
$14.4M
Q1 2023
63
+12
7.32M
$22.6M
Q2 2023
70
+7
8.05M
$31.0M
Q3 2023
82
+12
9.77M
$63.1M
Q4 2023
85
+3
14.52M
$94.7M
Q1 2024
93
+8
15.43M
$164.2M
Q2 2024
104
+11
14.72M
$104.2M
Q3 2024
119
+15
16.30M
$199.0M
Q4 2024
121
+2
16.90M
$204.4M
Q1 2025
132
+11
16.86M
$243.2M
Q2 2025
174
+42
18.27M
$455.6M
Q3 2025
177
+3
18.75M
$472.0M
Q4 2025
202
+25
19.07M
$557.5M
Q1 2026
190
-12
18.88M
$496.0M
Q2 2026
188
-2
18.99M
$495.4M
Q3 2026
138
-50
13.97M
$463.6M
Each point is a quarter-end, from Q2 2014 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (42727J102). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2014) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.