Heritage Insurance Holdings Inc

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Heritage Insurance Holdings Inc
TickerHRTG
CIK #0001598665
CUSIP42727J102
SectorFinance - Fire, Marine & Casualty Insurance
Address2600 Mccormick Drive Suite 300, Clearwater, FL 33759
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Heritage Insurance Holdings Inc 2017-12-15 40.0 M Exemption: 506(b) · Duration: One year or less · Revenue: Over $100,000,000
CIK Filing 2011 - 2026
[0001598665] 10-K
[0001598665] 10-Q
[0001598665] 3
[0001598665] 4
[0001598665] 5
[0001598665] 8-K
[0001598665] D
[0001598665] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Group Inc Heritage Insurance Holdings Inc [2025-10-30] 0.0
Dimensional Fund Advisors LP Heritage Insurance Holdings Inc [2025-01-23] 0.0
BlackRock Inc Heritage Insurance Holdings Inc [2024-11-08] 6.3
BlackRock Inc Heritage Insurance Holdings Inc [2024-10-24] 6.3
Driehaus Capital Management LLC Heritage Insurance Holdings Inc [2024-02-14] 6.33
BlackRock Inc Heritage Insurance Holdings Inc [2022-07-08] 4.4
HYER Raymond T Heritage Insurance Holdings Inc [2022-05-25] 6.61
Dimensional Fund Advisors LP Heritage Insurance Holdings Inc [2021-02-12] 5.7
BlackRock Inc Heritage Insurance Holdings Inc [2020-02-07] 7.3
Polar Capital LLP Heritage Insurance Holdings Inc [2018-02-14] 5.3
Twelve Capital AG Heritage Insurance Holdings Inc [2017-10-18] 5.0
BlackRock Inc Heritage Insurance Holdings Inc [2017-01-30] 6.5
Vanguard Group Inc Heritage Insurance Holdings Inc [2016-02-11] 7.16
BlackRock Inc Heritage Insurance Holdings Inc [2016-01-28] 5.2
Walvekar Vijay Heritage Insurance Holdings Inc [2015-02-27] 5.4
Lucas Bruce Heritage Insurance Holdings Inc [2015-02-17] 6.1
BlackRock Inc Heritage Insurance Holdings Inc [2015-02-03] 5.5
Form 3/4/5 Filer 2011 - 2026
Heritage Insurance Holdings Inc
Binnun Sharon
Barlas Irini
Whiting Paul L
Widdicombe Richard A
Vattamattam Joseph
Apostolou Panagiotis
Garateix Ernie J
Moura Timothy
Lusk Kirk
Johns Timothy E
Berset Mark S
Walvekar Vijay
Pappas Nicholas George
TIRA Tara K
Futura Circuits Corp
HYER Kathleen A
Hyer Raymond T
Poole Sean W
HYER Family Partnership LLC
HYER Family Foundation Inc
Martindale Steven C
Lucas Bruce
Masiello James
Houvardas Trifon
Rohde Stephen L
Neilson Paul
Russell Melvin A Jr
Peiso Joseph R
Linder Kent M
Vernon Monica
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Garateix Ernie J
Common Stock
2026-03-20 Sell 8,334 $25.39 211,600
Moura Timothy
Common Stock
2026-03-19 Sell 910 $27.43 24,961
Moura Timothy
Common Stock
2026-03-19 Sell 28,223 $26.60 750,732
Binnun Sharon
Common Stock
2026-03-17 Sell 7,893 $28.35 223,767
Moura Timothy
Common Stock
2026-03-12 Tax withheld 47,549 $28.14 1,338,029
Binnun Sharon
Common Stock
2026-03-12 Tax withheld 36,274 $28.14 1,020,750
Garateix Ernie J
Common Stock
2026-03-12 Tax withheld 149,632 $28.14 4,210,644
Lusk Kirk
Common Stock
2026-03-12 Tax withheld 72,549 $28.14 2,041,529
Johns Timothy E
Common Stock
2026-03-12 Tax withheld 10,588 $28.14 297,946
Moura Timothy
Common Stock
2026-03-05 Grant 4,337 $0.00
Moura Timothy
Common Stock
2026-03-05 Grant 16,262 $0.00
Binnun Sharon
Common Stock
2026-03-05 Grant 3,037 $0.00
Lusk Kirk
Common Stock
2026-03-05 Grant 27,487 $0.00
Garateix Ernie J
Common Stock
2026-03-05 Grant 81,125 $0.00
Johns Timothy E
Common Stock
2026-03-05 Grant 1,835 $0.00
Lusk Kirk
Common Stock
2026-03-05 Grant 15,271 $0.00
Binnun Sharon
Common Stock
2026-03-05 Grant 12,147 $0.00
Garateix Ernie J
Common Stock
2026-03-05 Grant 25,960 $0.00
Johns Timothy E
Common Stock
2026-03-05 Grant 764 $0.00
Garateix Ernie J
Common Stock
2026-02-20 Sell 8,134 $24.10 196,029
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 190 18,751,879
2025-12-31 202 19,046,800
2025-09-30 180 18,816,194
2025-06-30 175 17,870,609
2025-03-31 134 16,477,466
2024-12-31 123 16,439,549
2024-09-30 123 16,067,981
2024-06-30 104 14,449,859
2024-03-31 94 15,653,551
2023-12-31 87 14,274,134
2023-09-30 84 9,572,275
2023-06-30 72 8,122,746
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