Heritage Insurance Holdings, Inc. (HRTG) research
Heritage Insurance Holdings, Inc.- Sector
- Insurance
- Last price
- $33.50
- As of
Heritage Insurance Holdings, Inc. (HRTG): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-07.
As of . Source: SEC EDGAR filings for HRTG. Method and limitations.
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- highCONSENSUS_BUY
4 tracked funds increased HRTG this 2026Q2, institutional consensus
- highCONSENSUS_BUY
3 tracked funds increased HRTG this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +273% to HRTG (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +174% to HRTG (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +387% to HRTG (2026Q2)
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Every signal on HRTG, as it fires
You are seeing 5 of 25 signals recorded on HRTG since 2026-05-30.
The five above landed across 2 days. The other 20 were recorded on 3 other days. 15 of the 25 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in HRTG (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 42727J102 · 2026Q2 | $9.4M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 42727J102 · 2026Q2 | $6.5M | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 42727J102 · 2026Q2 | $6M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 42727J102 · 2026Q2 | $3.9M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 42727J102 · 2026Q2 | $3.4M | 0.00% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 42727J102 · 2026Q2 | $3.4M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, HRTG
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
HRTG against its peers
HRTG's operating margin of 31.5% ranks in the 64th percentile of 6 Insurance sub-industry peers, fiscal period ending 2025-12-31.
| Metric | HRTG | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 847M USD | 876M USD | 44 | 25 |
| Operating margin | 31.5% | 8.2% | 64 | 6 |
| Net margin | 23.1% | 9.5% | 77 | 23 |
| Return on equity | 38.7% | 10.9% | 94 | 23 |
| P / E | 5.3x | 14.3x | 11 | 21 |
Peers (25): BOW, TRUP, ABX, EIG, UVE, ROOT, SAFT, HGTY, KMPR, TIPT, AII, HMN, AMSF, HCI, ACIC, SKWD, BHF, FG, AGO, PLMR, LMND, GNW, ARX, MBI, CNO. Fiscal period ending 2025-12-31. Every figure is one full fiscal year read from one annual filing (HRTG: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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