Fund shareholders of Heritage Insurance Holdings Inc
ISIN US42727J1025 · United States · LEI 9845008CCYDD87F66B45
- Fund shareholders
- 222
- Of which ETFs
- 56 166 other funds
- Value held
- 220.4M $
- Share of capital
- 28.7 % of 29.7M shares on Aug 2, 2026
222 funds hold this company. This table lists the 221 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 874,589 | 19M $ | 0.07 % | 2.94 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 730,399 | 19M $ | 0.00 % | 2.46 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 662,338 | 17.3M $ | 0.02 % | 2.23 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 271,094 | 8M $ | 0.02 % | 0.91 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 259,932 | 6.8M $ | 0.01 % | 0.87 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 258,215 | 7.6M $ | 0.03 % | 0.87 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 250,778 | 7.4M $ | 0.04 % | 0.84 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 233,980 | 6.1M $ | 0.04 % | 0.79 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 232,690 | 6.8M $ | 0.17 % | 0.78 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 228,004 | 5.9M $ | 0.19 % | 0.77 % | as of Jun 30, 2026 ↗ |
| Applied Finance Explorer Fund World Funds Trust | 227,224 | 6.7M $ | 0.63 % | 0.76 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 217,155 | 6.4M $ | 0.04 % | 0.73 % | as of Jul 31, 2026 ↗ |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 187,723 | 4.1M $ | 0.98 % | 0.63 % | as of May 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 181,557 | 3.9M $ | 0.48 % | 0.61 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 136,791 | 4M $ | 0.02 % | 0.46 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 126,420 | 2.7M $ | 0.02 % | 0.43 % | as of May 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 122,999 | 3.2M $ | 0.06 % | 0.41 % | as of Jun 30, 2026 ↗ |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 118,585 | 3.1M $ | 0.52 % | 0.40 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 115,115 | 2.5M $ | 0.01 % | 0.39 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 113,275 | 3.3M $ | 0.04 % | 0.38 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 106,473 | 2.3M $ | 0.01 % | 0.36 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 103,182 | 3M $ | 0.02 % | 0.35 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 97,100 | 2.5M $ | 0.19 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 92,244 | 2.4M $ | 0.28 % | 0.31 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 83,366 | 2.2M $ | 0.14 % | 0.28 % | as of Jun 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 74,411 | 1.9M $ | 0.73 % | 0.25 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 71,400 | 1.5M $ | 0.12 % | 0.24 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 70,306 | 2.1M $ | 0.00 % | 0.24 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 68,201 | 1.5M $ | 0.00 % | 0.23 % | as of May 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 65,735 | 1.4M $ | 0.71 % | 0.22 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 64,397 | 1.4M $ | 0.05 % | 0.22 % | as of May 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 62,144 | 1.3M $ | 0.03 % | 0.21 % | as of May 29, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 60,035 | 1.8M $ | 0.02 % | 0.20 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 58,667 | 1.7M $ | 0.00 % | 0.20 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 50,573 | 1.1M $ | 0.00 % | 0.17 % | as of May 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 49,665 | 1.3M $ | 0.29 % | 0.17 % | as of Jun 30, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 46,840 | 1.2M $ | 0.07 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 46,376 | 1.2M $ | 0.02 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 45,914 | 995.4K $ | 0.06 % | 0.15 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 43,180 | 936.1K $ | 0.05 % | 0.15 % | as of May 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 42,600 | 1.3M $ | 0.29 % | 0.14 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 42,577 | 1.1M $ | 0.50 % | 0.14 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,336 | 1.2M $ | 0.00 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 41,965 | 909.8K $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 41,741 | 1.1M $ | 0.10 % | 0.14 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 39,879 | 864.6K $ | 0.01 % | 0.13 % | as of May 31, 2026 ↗ |
| Cambria Value and Momentum ETF Cambria ETF Trust | 37,838 | 1.1M $ | 1.02 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 34,671 | 904.2K $ | 0.04 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 34,369 | 745.1K $ | 0.08 % | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 33,813 | 733.1K $ | 0.00 % | 0.11 % | as of May 31, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 33,486 | 873.3K $ | 0.13 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 32,804 | 963.5K $ | 0.02 % | 0.11 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 32,434 | 845.9K $ | 0.00 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 30,704 | 665.7K $ | 0.54 % | 0.10 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 30,552 | 796.8K $ | 0.11 % | 0.10 % | as of Jun 30, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 29,407 | 863.7K $ | 0.02 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 28,862 | 847.7K $ | 0.00 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 28,200 | 735.5K $ | 0.80 % | 0.09 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 27,405 | 714.7K $ | 0.02 % | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 25,979 | 677.5K $ | 0.34 % | 0.09 % | as of Jun 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 25,627 | 668.4K $ | 0.18 % | 0.09 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 25,331 | 744K $ | 0.01 % | 0.09 % | as of Jul 31, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 25,035 | 652.9K $ | 0.11 % | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 24,147 | 523.5K $ | 0.06 % | 0.08 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 23,743 | 514.7K $ | 0.11 % | 0.08 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 22,383 | 657.4K $ | 0.02 % | 0.08 % | as of Jul 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,239 | 580K $ | 0.06 % | 0.07 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 21,806 | 568.7K $ | 0.04 % | 0.07 % | as of Jun 30, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 20,247 | 439K $ | 0.45 % | 0.07 % | as of May 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 19,100 | 498.1K $ | 0.00 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 19,084 | 413.7K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 18,679 | 548.6K $ | 0.42 % | 0.06 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,751 | 384.8K $ | 0.02 % | 0.06 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 17,728 | 462.3K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 17,661 | 460.6K $ | 0.16 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 17,441 | 378.1K $ | 0.18 % | 0.06 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,741 | 491.7K $ | 0.01 % | 0.06 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,000 | 417.3K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 15,744 | 410.6K $ | 0.06 % | 0.05 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,339 | 450.5K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 14,745 | 433.1K $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 | 14,600 | 428.8K $ | 0.22 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 14,125 | 414.9K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 13,420 | 350K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,097 | 283.9K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 12,780 | 333.3K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 12,560 | 327.6K $ | 0.02 % | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Insurance ETF iShares Trust | 12,369 | 322.6K $ | 0.08 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 12,185 | 317.8K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 12,130 | 356.3K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 12,082 | 315.1K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,919 | 350.1K $ | 0.04 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 11,832 | 347.5K $ | 0.02 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 11,317 | 295.1K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 10,582 | 276K $ | 0.06 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 10,325 | 223.8K $ | 0.02 % | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,080 | 296K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,723 | 285.6K $ | 0.05 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 9,696 | 252.9K $ | 0.06 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 9,360 | 274.9K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Mandarine Funds - Mandarine Global Microcap Mandarine Gestion | 0.27 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Cambria Value and Momentum ETF Cambria ETF Trust | 1.02 % | as of Jul 31, 2026 ↗ |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 0.98 % | as of May 31, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 0.80 % | as of Jun 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.73 % | as of Jun 30, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 0.71 % | as of May 31, 2026 ↗ |
| Applied Finance Explorer Fund World Funds Trust | 0.63 % | as of Jul 31, 2026 ↗ |
| Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 0.54 % | as of May 31, 2026 ↗ |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 0.52 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 0.50 % | as of Jun 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 0.48 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 221 | -18 | 8,546,735 | +7.1 % |
| 2026Q2 | 239 | +7 | 7,980,677 | +5.0 % |
| 2026Q1 | 232 | +15 | 7,600,434 | +2.9 % |
| 2025Q4 | 217 | +13 | 7,389,002 | -0.3 % |
| 2025Q3 | 204 | +45 | 7,408,879 | +2.6 % |
| 2025Q2 | 159 | +2 | 7,222,602 | -2.8 % |
| 2025Q1 | 157 | +18 | 7,433,134 | +23.8 % |
| 2024Q4 | 139 | +58 | 6,002,539 | +8.5 % |
| 2024Q3 | 81 | +22 | 5,533,446 | +25.3 % |
| 2024Q2 | 59 | -1 | 4,417,060 | +0.6 % |
| 2024Q1 | 60 | +12 | 4,392,891 | +17.2 % |
| 2023Q4 | 48 | 3,747,524 |
Institutional managers
179 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,190,370 | 57.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,246,923 | 32.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 988,951 | 26M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 738,890 | 19.4M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 550,867 | 14.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 525,099 | 13.8M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 492,092 | 12.9M $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 461,844 | 12.1M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 405,860 | 10.7M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 386,624 | 10.1K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 374,906 | 9.8M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 358,682 | 9.4M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 349,249 | 9.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 333,283 | 8.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 285,084 | 7.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 274,542 | 7.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 259,973 | 6.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 241,415 | 6.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 234,637 | 6.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 228,720 | 6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 222,385 | 5.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 218,655 | 5.7M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 208,163 | 5.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 203,005 | 5.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 194,689 | 5.1M $ | as of Mar 31, 2026 |
Declared shareholders of Heritage Insurance Holdings Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Raymond T. Hyer | 7.04 % | 2,093,878 | as of Aug 27, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Heritage Insurance Holdings Inc". https://titelia.com/en/stocks/heritage-insurance-holdings-inc-US42727J1025