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 | |
|---|---|---|---|---|---|
| iShares Russell 3000 ETF iShares Trust | 8,982 | 234.3K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,701 | 255.5K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 8,700 | 226.9K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,330 | 244.7K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 8,190 | 213.6K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,557 | 197.1K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,545 | 196.8K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,201 | 156.1K $ | 0.06 % | 0.02 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 6,955 | 181.4K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 6,811 | 177.6K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 6,669 | 195.9K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,496 | 169.4K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,598 | 146K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 5,558 | 145K $ | 0.07 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,531 | 144.2K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 5,478 | 160.9K $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| GMO U.S. Equity Fund GMO TRUST | 5,454 | 118.2K $ | 0.05 % | 0.02 % | as of May 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 5,392 | 140.6K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 5,364 | 139.9K $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,914 | 128.2K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 4,850 | 126.5K $ | 0.14 % | 0.02 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 4,462 | 116.4K $ | 0.11 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 4,442 | 96.3K $ | 0.04 % | 0.01 % | as of May 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 4,362 | 128.1K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 4,256 | 125K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,239 | 91.9K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,189 | 109.2K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,932 | 102.5K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,891 | 101.5K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,796 | 111.5K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,747 | 97.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,721 | 97K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 3,643 | 95K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,540 | 104K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 3,529 | 92K $ | 0.32 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Spectrum Fund Meeder Funds | 3,522 | 91.9K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,446 | 89.9K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 3,382 | 73.3K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 3,239 | 84.5K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,200 | 69.4K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,089 | 80.6K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 3,081 | 90.5K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,813 | 82.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,771 | 81.4K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 2,714 | 58.8K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,668 | 69.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,662 | 69.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 2,400 | 62.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,393 | 62.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,350 | 69K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 2,282 | 59.5K $ | 0.22 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,249 | 58.7K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,221 | 57.9K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,137 | 55.7K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 2,100 | 54.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,086 | 45.2K $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,038 | 44.2K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,986 | 51.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,928 | 56.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 1,915 | 49.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,855 | 48.4K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,809 | 47.2K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,669 | 43.5K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 1,664 | 43.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,629 | 47.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,552 | 40.5K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 1,550 | 33.6K $ | 0.10 % | 0.01 % | as of May 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 1,535 | 40K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,520 | 44.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,516 | 32.9K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,402 | 36.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,344 | 35.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,283 | 27.8K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,274 | 33.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,243 | 26.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,200 | 35.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 1,167 | 25.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,158 | 25.1K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 1,130 | 24.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,106 | 32.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,078 | 28.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,062 | 31.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 1,022 | 26.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 925 | 24.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 915 | 19.8K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 905 | 19.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 904 | 19.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 847 | 22.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 700 | 18.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 611 | 15.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 566 | 14.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 553 | 12K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 532 | 13.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 484 | 12.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 483 | 10.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 475 | 12.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 400 | 10.4K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 387 | 10.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 355 | 9.3K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 327 | 8.5K $ | 0.01 % | 0.00 % | as of Jun 30, 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