Heritage Insurance Holdings, Inc. (HRTG)
- Sector
- Insurance
- Last price
- $33.22
- As of
Kresmion compiles this page from HRTG's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
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 2026-11-06.
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Preview the HRTG dossierActive events for HRTG
- mediumEarnings above estimates
Q3-2026: Beat consensus by 81.5%, EPS $1.72 vs $0.9476 estimate
- high13F: funds added
4 tracked funds increased HRTG this 2026Q2, institutional consensus
- high13F: large increase
CITADEL ADVISORS LLC added +387% to HRTG (2026Q2)
- high13F: funds added
3 tracked funds increased HRTG this 2026Q2, institutional consensus
- high13F: large increase
Point72 Asset Management, L.P. added +273% to HRTG (2026Q2)
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Every event on HRTG, as it fires
You are seeing 5 of 12 events recorded on HRTG since 2026-05-30.
The five above landed across 3 days. The other 7 were recorded on 2 other days.
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HRTG positions held by the managers we follow (2026Q2)
What the managers we follow bought and sold in Q2 2026
| Manager / security | Market value | % of reported value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP FundCUSIP 42727J102 · 2026Q2 | $9.4M | 0.01% |
| MILLENNIUM MANAGEMENT LLC FundCUSIP 42727J102 · 2026Q2 | $6.5M | 0.00% |
| CITADEL ADVISORS LLC FundCUSIP 42727J102 · 2026Q2 | $6M | 0.00% |
| D. E. Shaw & Co., Inc. FundCUSIP 42727J102 · 2026Q2 | $3.9M | 0.00% |
| Point72 Asset Management, L.P. FundCUSIP 42727J102 · 2026Q2 | $3.4M | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC FundCUSIP 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. The share of reported value is each position's value over the sum of the values that manager reported for the quarter; option lines are not in that sum, as on each fund page. 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 ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
More data on HRTG
- HRTG share buybacks Cash paid for repurchases, shares bought and program authorizations, from SEC filings.
- HRTG insider trading clusters Three or more insiders filing the same direction within 30 days, from SEC Form 4.
- HRTG against its peers Growth, margins and valuation beside the industry median, from annual SEC filings.
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Cite this data
Kresmion counts the managers it follows that reported a non-option position in HRTG on Form 13F-HR for the latest reporting quarter, orders those positions by the value each filing reports, and lists the company's latest SEC filings and the events Kresmion recorded on HRTG in the last 180 days.
Upstream: SEC EDGAR filings for HRTG
Kresmion, "Heritage Insurance Holdings, Inc. (HRTG) institutional holdings and SEC filings", data as of 2026-11-06, https://kresmion.com/research/HRTG. Upstream data: SEC EDGAR filings for HRTG.
Link to this data (HTML):
<a href="https://kresmion.com/research/HRTG">Heritage Insurance Holdings, Inc. (HRTG) institutional holdings and SEC filings (Kresmion)</a>
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