Heritage Insurance Holdings Inc. (HRTG)

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Sector: Fire, Marine & Casualty Insurance

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Hedge Fund Holdings

Filing Period: Filing is Ongoing

Last updated on October 31, 2025, 7:48am based on SEC 13F filings Last update: October 31, 2025, 7:48am

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Bailard Inc Thomas Bailard	18,679	$470,337	-25%	0.01%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
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
Lusk Officer	$13.85	6,000	$83,100.00	618,756	2025-03-14	Filing
Whiting Director	$13.35	10,000	$133,500.00	79,576	2025-03-14	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Garateix Officer, Director	$23.02	867	$19,958.34	1,229,140	2025-10-20	Filing
Garateix Officer, Director	$23.01	7,467	$171,815.67	1,230,007	2025-10-20	Filing
Widdicombe Director, Other	$27.62	58,715	$1,621,708.30	499,047	2025-10-14	Filing
Widdicombe Director, Other	$26.97	32,286	$870,753.42	557,762	2025-10-14	Filing
Widdicombe Director, Other	$25.90	8,999	$233,074.10	590,048	2025-10-14	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Assenagon Asset Management S.a.	462,075	$11,635,049	0.02%
2.	Arkadios Wealth Advisors	128,286	$3,230,241	0.08%
3.	Los Angeles Capital Management & Equity Research Inc	57,007	$1,435,436	0%
4.	Instrumental Wealth, Llc	60,060	$1,401,200	0.98%
5.	Y-intercept (hong Kong) Ltd	39,060	$983,531	0.02%