Heritage Insurance Holdings Inc. (HRTG)

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Sector: Fire, Marine & Casualty Insurance

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Hedge Fund Holdings

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Last updated on July 08, 2026, 7:39am based on SEC 13F filings Last update: July 08, 2026, 7:39am

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Marshall Wace LLP Paul Marshall And Ian Wace	374,906	$9,841,286	-29%	0.01%
2.	AQR Capital Management Cliff Asness	349,249	$9,167,788	-17%	0%
3.	Two Sigma Advisors John Overdeck And David Siegel	274,542	$7,206,728	+1506%	0.01%
4.	Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell	218,655	$5,739,694	+53%	0%
5.	Citadel Investment Group Ken Griffin	183,632	$4,820,340	+23%	0%

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
Binnun Officer	$26.58	9,200	$244,492.76	105,588	2026-07-01	Filing
Binnun Officer	$24.36	9,200	$224,102.80	114,788	2026-06-22	Filing
Binnun Officer	$28.99	9,200	$266,753.08	123,988	2026-05-01	Filing
Garateix Officer, Director	$28.40	300	$8,520.96	1,060,955	2026-04-20	Filing
Garateix Officer, Director	$27.52	8,034	$221,131.83	1,061,255	2026-04-20	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Assenagon Asset Management S.a.	263,321	$6,867,412	0.01%
2.	Y-intercept (hong Kong) Ltd	88,471	$2,307,324	0.05%
3.	Instrumental Wealth, Llc	60,060	$1,566,365	0.79%
4.	Fragasso Group Inc.	15,249	$397,694	0.02%
5.	Empirical Financial Services, Llc	13,354	$348,273	0.01%