Heritage Insurance Holdings, Inc. — Institutional Ownership
Which tracked institutions hold HRTG, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
20
Funds holding
$132974840
Total value held
Buying
16 added/new · 4 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $57497212 | 2190370 | -23360 | -1.06% |
| 2 | State Street Corp | $13783849 | 525099 | +17522 | +3.45% |
| 3 | Prudential Financial Inc | $12917415 | 492092 | -342826 | -41.06% |
| 4 | Goldman Sachs Group Inc | $8748679 | 333283 | +159764 | +92.07% |
| 5 | Morgan Stanley | $7483474 | 285084 | +12630 | +4.64% |
| 6 | Northern Trust Corp | $6337144 | 241415 | +9117 | +3.92% |
| 7 | Bank Of America Corp /De/ | $5110586 | 194689 | +93548 | +92.49% |
| 8 | Franklin Resources Inc | $4103427 | 156321 | +65380 | +71.89% |
| 9 | Ameriprise Financial Inc | $3686997 | 140457 | -14023 | -9.08% |
| 10 | Raymond James Financial Inc | $2702622 | 102957 | +181 | +0.18% |
| 11 | Bank Of New York Mellon Corp | $2679472 | 102075 | -5884 | -5.45% |
| 12 | Invesco Ltd. | $2265339 | 77421 | +25711 | +49.72% |
| 13 | Wells Fargo & Company/Mn | $1458990 | 49863 | +15563 | +45.37% |
| 14 | Citigroup Inc | $1427713 | 48794 | +8909 | +22.34% |
| 15 | Truist Financial Corp | $976369 | 37195 | +41 | +0.11% |
| 16 | Sei Investments Co | $798604 | 30420 | — | NEW BUY |
| 17 | Barclays Plc | $665149 | 25339 | — | NEW BUY |
| 18 | Janus Henderson Group Plc | $317746 | 12100 | — | NEW BUY |
| 19 | Royal Bank Of Canada | $14000 | 515 | — | NEW BUY |
| 20 | Pnc Financial Services Group, Inc. | $53 | 2 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.