Heritage Insurance Holdings Inc
A property and casualty insurance holding company, Heritage sells homeowners, condo, dwelling fire, and commercial residential coverage through a network of independent agents, with a focus on hurricane- and wildfire-prone states across the Southeast, Northeast, Hawaii, and California. Founded in Tampa, Florida in 2012, the company got its start by taking over policies from Citizens, the state's insurer of last resort, in a program designed to shift risk from the public insurer to private firms. It went public in 2014 and now trades on the New York Stock Exchange under the ticker HRTG.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 27, 2026 |
| Raymond T. Hyer | 13G/APassive | 7.03% | 2.18M | Aug 4, 2025 |
| Hyer Family Partnership, LLC | 13G/APassive | 0.39% | 120.0K | Aug 4, 2025 |
| The Kathleen Hays Hyer Revocable Trust UA 06/03/2013, a/k/a Kathleen A. Hyer | 13G/APassive | 0.32% | 100.0K | Aug 4, 2025 |
| Dimensional Fund Advisors LP | 13G/APassive | 3.6% | 1.54M | Apr 15, 2025 |