Heritage Insurance Holdings Inc. (HRTG)

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Sector: Financial Services

Hedge Fund Popularity

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Hedge Fund Holdings

Filing Period: Filing is Ongoing

Last updated on October 16, 2026, 8:16am based on SEC 13F filings Last update: October 16, 2026, 8:16am

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Bailard Inc Thomas Bailard	18,679	$619,209		0.01%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Whiting Director	$24.45	1,000	$24,450.00	103,126	2026-05-19	Filing
Whiting Director	$23.50	15,000	$352,500.00	102,126	2026-05-19	Filing
Whiting Director	$20.50	2,500	$51,247.50	87,126	2025-08-08	Filing
Whiting Director	$22.36	2,500	$55,900.00	82,076	2025-06-09	Filing
Garateix Officer, Director	$12.77	5,000	$63,850.00	1,270,808	2025-03-14	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Johns Officer	$34.74	3,500	$121,579.15	21,938	2026-09-18	Filing
Garateix Officer, Director	$35.25	2,500	$88,135.00	1,035,955	2026-09-14	Filing
Binnun Officer	$33.82	6,565	$221,995.48	80,623	2026-09-09	Filing
Garateix Officer, Director	$35.10	2,500	$87,750.00	1,038,455	2026-09-03	Filing
Garateix Officer, Director	$34.88	10,000	$348,750.00	1,040,955	2026-08-24	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Assenagon Asset Management S.a.	282,917	$9,378,699	0.01%
2.	Y-intercept (hong Kong) Ltd	62,266	$2,064,118	0.05%
3.	Burney Co	51,160	$1,695,954	0.05%
4.	Wealth Enhancement Advisory Services, Llc	15,264	$537,751	0%
5.	Fragasso Group Inc.	12,773	$444,884	0.02%