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]
CIK Filing 2011 - 2025
[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
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 - 2025
Heritage Insurance Holdings, Inc.
Whiting Paul L
Widdicombe Richard A
Barlas Irini
Vattamattam Joseph
Berset Mark S
Apostolou Panagiotis
Walvekar Vijay
Lusk Kirk
Garateix Ernie J
Johns Timothy E
Binnun Sharon
Moura Timothy
Pappas Nicholas George
Poole Sean W
HYER Kathleen A
HYER Family Partnership LLC
Hyer Raymond T
Futura Circuits Corp
TIRA Tara K
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
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 1,826,724 1,867,515
Vanguard Group Inc [2025-06-30] SOLE 0 1,457,390
Dimensional Fund Advisors LP [2025-06-30] SOLE 1,293,713 1,328,226
Marshall Wace LLP [2025-06-30] OTR 0 942,167
American Century Companies Inc [2025-06-30] DFND 796,605 796,605
Connor Clark & Lunn Investment Management Ltd [2025-06-30] SOLE 648,773 648,773
Arrowstreet Capital Limited Partnership [2025-06-30] DFND 526,377 526,377
Geode Capital Management LLC [2025-06-30] DFND 517,803 517,803
Citadel Advisors LLC [2025-06-30] DFND 500,415 500,415
Jacobs Levy Equity Management Inc [2025-06-30] SOLE 357,819 464,820
State Street Corp [2025-06-30] DFND 423,336 452,412
Invesco Ltd. [2025-06-30] DFND 0 412,161
Prudential Financial Inc [2025-06-30] DFND 375,857 383,582
AQR Capital Management LLC [2025-06-30] DFND 346,936 374,352
Renaissance Technologies LLC [2025-06-30] SOLE 372,999 372,999
Pacific Ridge Capital Partners LLC [2025-06-30] SOLE 234,209 360,683
Morgan Stanley [2025-06-30] DFND 270,946 346,055
Bridgeway Capital Management LLC [2025-06-30] SOLE 277,721 277,721
UBS Group AG [2025-06-30] DFND 222,876 242,708
Ameriprise Financial Inc [2025-06-30] DFND 0 239,571
Millennium Management LLC [2025-06-30] SOLE 231,279 231,279
Northern Trust Corp [2025-06-30] DFND 216,539 216,539
Tudor Investment Corp ET AL [2025-06-30] DFND 185,877 185,877
Segall Bryant & Hamill LLC [2025-06-30] SOLE 184,861 184,861
Qube Research & Technologies Ltd [2025-06-30] SOLE 178,839 178,839
Informed Momentum Co LLC [2025-06-30] SOLE 76,053 177,026
Quartz Partners LLC [2025-06-30] SOLE 143,372 143,372
Assenagon Asset Management S.A. [2025-06-30] SOLE 142,641 142,641
JPMorgan Chase & Co [2025-06-30] DFND 118,943 140,879
Empowered Funds LLC [2025-06-30] OTR 130,957 130,957
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