Heritage Insurance Holdings, Inc. (HRTG)
NYSE · Insurance · Fire, Marine & Casualty Insurance
- Price
- $33.50
- Day
- -1.90%
- Market cap
- $996.04M
- P/E
- 4.6
Close 2026-09-22.
The company
Our Business Heritage Insurance Holdings, Inc. (“we”, “our”, “us”, “Heritage” and the “Company”) is a super-regional property and casualty insurance holding company that primarily provides personal and commercial residential insurance through our insurance company subsidiaries. We are vertically integrated and control or manage substantially all aspects of insurance underwriting, customer service, financial reporting and actuarial analysis, distribution and claims processing and adjusting. We are led by a highly experienced and diverse management team with significant expertise in the residential property insurance industry and deep industry relationships. Our Company Our primary products are personal and commercial residential property insurance. On an admitted basis, we provide personal residential insurance in fourteen eastern and gulf states and commercial residential insurance in three of those states. We also write personal and commercial residential insurance on an admitted basis in Hawaii and on an excess and surplus lines basis in California, Florida, Hawaii, and South Carolina. We are licensed, but inactive, in Pennsylvania. We conduct our operations as a single operating and reporting segment.
From Item 1: Our Business · Our Company.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- DIMENSIONAL FUND ADVISORS LP — $31.74M
- BlackRock, Inc. — $28.23M
- AMERICAN CENTURY COMPANIES INC — $27.83M
- VANGUARD CAPITAL MANAGEMENT LLC — $26.44M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $24.75M
- BlackRock, Inc. — $22.7M
- GEODE CAPITAL MANAGEMENT, LLC — $17.29M
- STATE STREET CORP — $14.71M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Garateix Ernie J (Chief Executive Officer) sold 2,500 shares at $35.25 on 2026-09-14
- Binnun Sharon (Chief Accounting Officer) sold 6,565 shares at $33.81 on 2026-09-09
- Garateix Ernie J (Chief Executive Officer) sold 2,500 shares at $35.10 on 2026-09-03
- Binnun Sharon (Chief Accounting Officer) sold 9,200 shares at $33.91 on 2026-09-01
- Garateix Ernie J (Chief Executive Officer) sold 10,000 shares at $34.88 on 2026-08-24
- JOHNS TIMOTHY E (See Remarks) sold 3,500 shares at $33.68 on 2026-08-19
Recent filings
- 144 — 2026-09-18
- 4 — 2026-09-16
- 144 — 2026-09-14
- 4 — 2026-09-11
- 144 — 2026-09-09
- 4 — 2026-09-08
- 144 — 2026-09-03
- 4 — 2026-09-03
- 144 — 2026-09-01
- 4 — 2026-08-26