HRTG

Heritage Insurance Holdings Inc · NEW YORK STOCK EXCHANGE, INC. · Insurance

$26.56$-0.07 (-0.26%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence for HRTG is being prepared.

Key Stats

Open

$26.42

Day High

$26.77

Day Low

$26.33

Prev Close

$26.63

Volume

Avg Volume

264.3K

Day Change

$-0.07

Change %

-0.26%

Fundamentals

P/E

4.1

P/B

1.79

EPS (TTM)

$6.32

Div Yield

2.84%

Market Cap

$818M

52-Wk Range

$13.28 — $31.98

What is P/E? →Stock fundamentals explained →

Earnings History

Insider Activity

Who Owns This Stock

Who Owns HRTG

Other22.1%137 holders

Passive / Index17.0%8 holders

Quality / Compounder9.3%14 holders

Systematic / Quant5.2%10 holders

Dealer / Bank4.7%13 holders

Income / Defensive3.9%12 holders

Tactical / Macro1.8%3 holders

Based on Q4 2025 13F filings + AC behavioral model

200 institutional holders

Top Holders

1.▲Vanguard Grouppassive_index

+13.9%$48791.2B

2.▼Dimensional Fund Advisorsquality_compounder

-4.3%$32757.2B

3.▲BlackRock, Inc.passive_index

$28895.8B

4.▲AMERICAN CENTURY COMPANIES INCquality_compounder

+4.3%$27117.5B

5.▲BlackRock, Inc.passive_index

$24686.0B

6.▲PRUDENTIAL FINANCIAL INCincome_defensive

+25.1%$22609.7B

7.▲Geode Capital Managementpassive_index

+5.0%$17314.3B

8.▼Connor, Clark & Lunn Investment Management Ltd.other_unclassified

-7.3%$16980.3B

9.★State Streetdealer_bank

$14851.7B

10.▲Assenagon Asset Management S.A.systematic_quant

+0.1%$13532.2B

11.★AQR Capital Managementother_unclassified

$11952.4B

12.▼Pacific Ridge Capital Partners, LLCother_unclassified

-19.0%$10883.3B

13.▼Marshall Wace LLPsystematic_quant

-47.9%$10438.6B

14.★JACOBS LEVY EQUITY MANAGEMENT, INCother_unclassified

$10057.9B

15.★Qube Research & Technologies Ltdother_unclassified

$8549.3B

16.▲UBS Group AGdealer_bank

+0.5%$8520.9B

17.▲Charles Schwab Investment Mgmtpassive_index

+25.2%$7466.4B

18.▲BRIDGEWAY CAPITAL MANAGEMENT, LLCother_unclassified

+3.1%$7279.9B

19.★Morgan Stanley IMdealer_bank

$6272.1B

20.★Northern Trust Corpdealer_bank

$6255.6B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Mild Selling Pressure

Other(22.1%)

●

—

Passive / Index(17.0%)

●

Holds

Quality / Compounder(9.3%)

●

Holds through

Systematic / Quant(5.2%)

●

De-risking (mechanical)

Dealer / Bank(4.7%)

●

Facilitating

Income / Defensive(3.9%)

●

Inflows (flight to yield)

Tactical / Macro(1.8%)

●

Reducing rapidly

Deep Value(0.2%)

●

Possible buyer

Activist(0.0%)

●

May accumulate

26% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

→Insider ActivityNo insider transactions in last 90 daysSEC Form 4

↑Analyst Consensus7 buy, 2 hold, 0 sellFinnhub

↑↑Inst. Flows210 increased/new, 86 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, Finnhub, AC 13F Analysis

On AcidCapitalist

No recent mentions of HRTG on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.