Heritage Insurance Holdings, Inc.
HRTGAs of the close on Sep 25, 2026
Price
$33.27
Market cap
$989M
P/E (diluted TTM)
4.7
EPS (TTM)
$7.02
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Heritage Insurance Holdings, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 13 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 24, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Optiver Holding B.V. | 2026-03-31 | 1,403 | $36.8K | SEC filing |
| HRT FINANCIAL LP | 2026-03-31 | 57,511 | Not shown | SEC filing |
| Parallel Advisors, LLC | 2026-03-31 | 195 | $5.12K | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 274,542 | $7.21M | SEC filing |
| Swiss Life Asset Management Ltd | 2026-03-31 | 9,983 | Not shown | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 156,321 | $4.1M | SEC filing |
| Financial Management Professionals, Inc. | 2026-03-31 | 1,020 | $26.8K | SEC filing |
| Verdad Advisers, LP | 2026-03-31 | 26,494 | $695K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 16,530 | $434K | SEC filing |
| STATE STREET CORP | 2026-03-31 | 525,099 | $13.8M | SEC filing |
| Bleakley Financial Group, LLC | 2026-03-31 | 11,247 | $295K | SEC filing |
| ARMSTRONG ADVISORY GROUP, INC | 2026-03-31 | 790 | $20.7K | SEC filing |
| Arax Advisory Partners | 2026-03-31 | 68 | Not shown | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 349,249 | $9.17M | SEC filing |
| Engineers Gate Manager LP | 2026-03-31 | 9,358 | $246K | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 42,424 | $1.11M | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 19,907 | $523K | SEC filing |
| PRUDENTIAL FINANCIAL INC | 2026-03-31 | 492,092 | $12.9M | SEC filing |
| Allworth Financial LP | 2026-03-31 | 576 | $15.1K | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 51,925 | $1.36M | SEC filing |
- Each value is checked against Heritage Insurance Holdings, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Heritage Insurance Holdings, Inc.'s share price.
- Value not shown for 2 rows: the value per share could not be confirmed against the share prices on file from within three months of the report date.
120 filers have only one report here.
Independent insiders buying near the same time
- 2025-03-14–2025-03-14: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-08-09–2024-08-16: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-05-06–2024-05-06: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-03-16–2023-03-21: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-11-14–2022-11-18: 5 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2022-06-30–2022-06-30: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2021-09-16–2021-09-23: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-22 | Binnun Sharon · Chief Accounting Officer | Common Stock | S — Open market or private sale | −9,200 | 24.36 | SEC filing |
| 2026-05-19 | WHITING PAUL L · Director | Common Stock | P — Open market or private purchase | +15,000 | 23.50 | SEC filing |
| 2026-05-19 | WHITING PAUL L · Director | Common Stock | P — Open market or private purchase | +1,000 | 24.45 | SEC filing |
| 2026-05-01 | Binnun Sharon · Chief Accounting Officer | Common Stock | S — Open market or private sale | −9,200 | 28.99 | SEC filing |
| 2026-04-20 | Garateix Ernie J · Chief Executive Officer | Common Stock | S — Open market or private sale | −300 | 28.40 | SEC filing |
| 2026-04-20 | Garateix Ernie J · Chief Executive Officer | Common Stock | S — Open market or private sale | −8,034 | 27.52 | SEC filing |
| 2026-04-02 | Moura Timothy · See Remarks | Common Stock | S — Open market or private sale | −8,444 | 25.13 | SEC filing |
| 2026-04-02 | Moura Timothy · See Remarks | Common Stock | S — Open market or private sale | −16,325 | 26.08 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-11 | WHITING PAUL L · Director | Common Stock | G — Bona fide gift | −9,662 | SEC filing |
| 2026-06-10 | Apostolou Panagiotis · Director | Common Stock | A — Grant, award, or other acquisition | +2,703 | SEC filing |
| 2026-06-10 | WIDDICOMBE RICHARD A · Director, other | Common Stock | A — Grant, award, or other acquisition | +2,703 | SEC filing |
| 2026-06-10 | Barlas Irini · Director | Common Stock | A — Grant, award, or other acquisition | +2,703 | SEC filing |
| 2026-06-10 | WHITING PAUL L · Director | Common Stock | A — Grant, award, or other acquisition | +2,703 | SEC filing |
| 2026-06-10 | Vattamattam Joseph · Director | Common Stock | A — Grant, award, or other acquisition | +2,703 | SEC filing |
| 2026-03-12 | Moura Timothy · See Remarks | Common Stock | F — Payment of exercise price or tax by delivering securities | −47,549 | SEC filing |
| 2026-03-12 | Binnun Sharon · Chief Accounting Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −36,274 | SEC filing |
Showing 8 of 23 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-11-16 | Moura Timothy · See Remarks | Common Stock | D — Disposition to the issuer | −58,790 | SEC filing |
| 2023-11-16 | Garateix Ernie J · Chief Executive Officer | Common Stock | D — Disposition to the issuer | −244,688 | SEC filing |
| 2023-11-16 | Lusk Kirk · Chief Financial Officer | Common Stock | D — Disposition to the issuer | −72,655 | SEC filing |
| 2023-11-16 | Binnun Sharon · Chief Accounting Officer | Common Stock | D — Disposition to the issuer | −44,092 | SEC filing |
Showing 4 of 4 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.