Heritage Insurance Holdings, Inc. — Institutional Ownership
Which tracked institutions hold HRTG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
22
Funds holding
$127989817
Total value held
Buying
16 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $60841745 | 2332889 | +142519 | +6.51% |
| 2 | State Street Corp | $14709329 | 564008 | +38909 | +7.41% |
| 3 | Morgan Stanley | $10019199 | 384171 | +99087 | +34.76% |
| 4 | Northern Trust Corp | $6551791 | 251219 | +9804 | +4.06% |
| 5 | Prudential Financial Inc | $6238388 | 239202 | -252890 | -51.39% |
| 6 | Bank Of America Corp /De/ | $6069781 | 232737 | +38048 | +19.54% |
| 7 | Goldman Sachs Group Inc | $4548822 | 174418 | -158865 | -47.67% |
| 8 | Franklin Resources Inc | $3829013 | 146818 | -9503 | -6.08% |
| 9 | Bank Of New York Mellon Corp | $2871910 | 110119 | +8044 | +7.88% |
| 10 | Citigroup Inc | $2688482 | 103086 | +54292 | +111.27% |
| 11 | Ubs Group Ag | $2172073 | 83285 | +83285 | NEW BUY |
| 12 | Jpmorgan Chase & Co | $2021207 | 76852 | -4035 | -4.99% |
| 13 | Ameriprise Financial Inc | $1864095 | 71476 | +71476 | NEW BUY |
| 14 | Invesco Ltd. | $1140765 | 43741 | +43741 | NEW BUY |
| 15 | Barclays Plc | $634814 | 24341 | -998 | -3.94% |
| 16 | Wells Fargo & Company/Mn | $552921 | 21201 | +11318 | +114.52% |
| 17 | Stifel Financial Corp | $445968 | 17100 | +17100 | NEW BUY |
| 18 | Truist Financial Corp | $392973 | 15068 | -22127 | -59.49% |
| 19 | Janus Henderson Group Plc | $317746 | 12100 | +12100 | NEW BUY |
| 20 | Atlantic Union Bankshares Corp | $49735 | 1907 | +1907 | NEW BUY |
| 21 | Royal Bank Of Canada | $27000 | 1043 | +528 | +102.52% |
| 22 | Federated Hermes, Inc. | $2060 | 79 | +79 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.