HRTG
Heritage Insurance Holdings, Inc.
Fire, Marine & Casualty InsuranceNYSEAccelerated filer<br>Smaller reporting company
Total Trades
45
Buys
23
Sells
22
Largest Trade
$1M+
Insiders
10
Institutional Funds
152
Inst. Value
$1M+
Activist Filings
14
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Garateix Ernie J | CEO | SELL | $100K–$500K | 8K | $24.12 | Feb 24, 2026 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 8K | $26.03 | Jan 23, 2026 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 8K | $29.48 | Dec 29, 2025 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 8K | $28.51 | Dec 15, 2025 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 7K | $28.36 | Dec 11, 2025 |
| Lusk Kirk | CFO | SELL | $100K–$500K | 8K | $28.21 | Dec 4, 2025 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 8K | $26.94 | Nov 24, 2025 |
| WIDDICOMBE RICHARD A | Director | SELL | $1M+ | 50K | $29.40 | Nov 20, 2025 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 5K | $30.77 | Nov 17, 2025 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 15K | $29.53 | Nov 13, 2025 |
| Lusk Kirk | CFO | SELL | $100K–$500K | 20K | $24.18 | Nov 6, 2025 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 8K | $23.01 | Oct 22, 2025 |
| Garateix Ernie J | CEO | SELL | $100K–$500K | 8K | $27.24 | Sep 24, 2025 |
| WIDDICOMBE RICHARD A | Director | SELL | $1M+ | 100K | $24.15 | Sep 18, 2025 |
| Garateix Ernie J | CEO | SELL | $500K+ | 25K | $24.61 | Sep 17, 2025 |
| Lusk Kirk | CFO | SELL | $100K–$500K | 20K | $24.17 | Sep 16, 2025 |
| Binnun Sharon | Chief Accounting O… | SELL | $500K+ | 21K | $24.47 | Sep 9, 2025 |
| WHITING PAUL L | Director | BUY | $50K–$100K | 3K | $22.36 | Jun 11, 2025 |
| Walvekar Vijay | Director | SELL | $500K+ | 42K | $23.27 | Jun 2, 2025 |
| Apostolou Panagiotis | Director | SELL | $500K+ | 25K | $25.40 | May 14, 2025 |
| Garateix Ernie J | CEO | BUY | $50K–$100K | 5K | $12.77 | Mar 17, 2025 |
| Lusk Kirk | CFO | BUY | $50K–$100K | 6K | $13.85 | Mar 17, 2025 |
| WHITING PAUL L | Director | BUY | $100K–$500K | 10K | $13.35 | Mar 17, 2025 |
| Pappas Nicholas George | Director | SELL | $50K–$100K | 4K | $12.64 | Nov 26, 2024 |
| Garateix Ernie J | CEO | BUY | $15K–$50K | 4K | $12.53 | Nov 12, 2024 |
| WIDDICOMBE RICHARD A | Director | BUY | $50K–$100K | 4K | $14.55 | Aug 21, 2024 |
| WIDDICOMBE RICHARD A | Director | SELL | $50K–$100K | 4K | $15.01 | Aug 21, 2024 |
| WHITING PAUL L | Director | BUY | $15K–$50K | 5K | $7.74 | May 30, 2024 |
| Pappas Nicholas George | Director | SELL | $50K–$100K | 7K | $7.68 | Apr 4, 2024 |
| Hyer Raymond T | 10% Owner | BUY | $500K+ | 148K | $6.75 | Feb 21, 2024 |
| WIDDICOMBE RICHARD A | Director | BUY | $15K–$50K | 5K | $3.01 | Mar 23, 2023 |
| Garateix Ernie J | CEO | BUY | $1K–$15K | 2K | $3.11 | Mar 20, 2023 |
| Hyer Raymond T | 10% Owner | BUY | $100K–$500K | 202K | $1.96 | Feb 15, 2023 |
| Garateix Ernie J | CEO | BUY | $1K–$15K | 2K | $1.67 | Dec 5, 2022 |
| Garateix Ernie J | CEO | BUY | $1K–$15K | 5K | $1.38 | Nov 22, 2022 |
| Lusk Kirk | CFO | BUY | $15K–$50K | 25K | $1.36 | Nov 18, 2022 |
| Garateix Ernie J | CEO | BUY | $1K–$15K | 5K | $1.35 | Nov 18, 2022 |
| Moura Timothy | See Remarks | BUY | $15K–$50K | 25K | $1.40 | Nov 18, 2022 |
| Garateix Ernie J | CEO | BUY | $1K–$15K | 10K | $1.39 | Nov 16, 2022 |
| Hyer Raymond T | 10% Owner | BUY | $100K–$500K | 289K | $1.37 | Nov 14, 2022 |
| Hyer Raymond T | 10% Owner | BUY | $100K–$500K | 230K | $1.38 | Oct 25, 2022 |
| Garateix Ernie J | CEO | BUY | $15K–$50K | 10K | $2.69 | Jul 5, 2022 |
| WIDDICOMBE RICHARD A | Director | BUY | $15K–$50K | 10K | $2.63 | Jul 5, 2022 |
| Lusk Kirk | CFO | BUY | $15K–$50K | 10K | $2.61 | Jun 30, 2022 |
| Garateix Ernie J | CEO | BUY | $1K–$15K | 3K | $3.20 | May 12, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 152 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| VANGUARD GROUP INC | 1.7M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 927K | $1M+ | SH |
| PRUDENTIAL FINANCIAL INC | 773K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 592K | $1M+ | SH |
| Connor, Clark & Lunn Investment Management Ltd. | 580K | $1M+ | SH |
| STATE STREET CORP | 508K | $1M+ | SH |
| ACADIAN ASSET MANAGEMENT LLC | 469K | $1M+ | SH |
| Assenagon Asset Management S.A. | 462K | $1M+ | SH |
| Pacific Ridge Capital Partners, LLC | 372K | $1M+ | SH |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 344K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 255K | $1M+ | SH |
| MORGAN STANLEY | 214K | $1M+ | SH |
| Informed Momentum Co LLC | 189K | $1M+ | SH |
| Quartz Partners, LLC | 187K | $1M+ | SH |
| TUDOR INVESTMENT CORP ET AL | 185K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 182K | $1M+ | SH |
| SEGALL BRYANT & HAMILL, LLC | 173K | $1M+ | SH |
| HRT FINANCIAL LP | 171K | $1M+ | SH |
| MARSHALL WACE, LLP | 171K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · Oct 30, 2025
5.3%
1.6M shares
SC 13G/A · Aug 4, 2025
7.0%
2.2M shares
SC 13G/A · Apr 15, 2025
3.6%
1.5M shares
SC 13G · Jan 23, 2025
5.1%
1.6M shares
SC 13G · Nov 8, 2024
6.3%
1.9M shares
SC 13G · Oct 24, 2024
6.3%
1.9M shares
DRIEHAUS CAPITAL MANAGEMENT LLC
SC 13G/A · Jun 10, 2024
4.1%
1.3M shares
SC 13G/A · Feb 21, 2024
13.8%
3.7M shares
DRIEHAUS CAPITAL MANAGEMENT LLC
SC 13G · Feb 14, 2024
6.3%
1.9M shares
SC 13G/A · Feb 15, 2023
13.8%
3.6M shares
SC 13G/A · Feb 13, 2023
13.0%
3.4M shares
SC 13G/A · Aug 12, 2022
10.7%
2.8M shares
SC 13G · Jul 8, 2022
4.4%
1.2M shares
SC 13G · May 25, 2022
6.6%
1.8M shares