# HERITAGE INSURANCE HLDGS INC (HRTG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HRTG/

- Reporting holders: 4
- Reported value: $23.5K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.0K | 361 | 0.0% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $7.7K | 232 | 0.0% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $2.9K | 86 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $995 | 30 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $23.5K |
| Q2 2026 | 191 | $537.8M |
| Q1 2026 | 189 | $508.8M |
| Q4 2025 | 201 | $576.9M |
| Q3 2025 | 180 | $491.1M |
| Q2 2025 | 175 | $461.1M |
| Q1 2025 | 135 | $247.6M |
| Q4 2024 | 123 | $206.9M |
| Q3 2024 | 123 | $203.9M |
| Q2 2024 | 106 | $105.6M |
| Q1 2024 | 93 | $167.3M |
| Q4 2023 | 87 | $97.1M |