Heritage Insurance
Writes residential property coverage through a vertically integrated multi-carrier platform.
$34.77
After-hours close+0.93 (+2.74%)
At close$33.84(−0.91%)
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Breakdown13F · Form 4
Institutions 65.14%19.72M sharesInsiders 10.58%3.20M sharesOther 24.28%7.35M shares
Shares outstanding 30.27M · Float 22.67M · 74.9% free float
Institutions13F, as of Jun 30, 2026
194 holders · 19.72M shares · 35 new positions · 106 increased · 66 reduced · 35 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.33M | 7.71% | +142.5K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.31M | 4.33% | +63.7K | Aug 11, 2026 |
| American Century Companies Inc | 1.07M | 3.52% | +78.0K | Aug 12, 2026 |
| Vanguard Capital Management LLC | 1.01M | 3.35% | +12.4K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 949.1K | 3.14% | +102.4K | Aug 13, 2026 |
| Geode Capital Management, LLC | 749.9K | 2.48% | +11.0K | Aug 12, 2026 |
| State Street Corp | 564.0K | 1.86% | +38.9K | Aug 7, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 553.6K | 1.83% | +2.7K | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Raymond T. Hyer | 7.03% | 2.18M | 13G | Aug 4, 2025 ↗ |
| BlackRock, Inc. | 6.30% | 1.92M | Nov 8, 2024 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Ernie J. Garateix | director, officer: Chief Executive Officer | 1.04M | 3.44% | Aug 26, 2026 |
| Kirk Lusk | officer: Chief Financial Officer | 492.5K | 1.63% | Aug 19, 2026 |
| Richard A. Widdicombe | director, other: Chairman | 451.8K | 1.49% | Jun 12, 2026 |
| Mark S. Berset | director | 276.5K | 0.91% | Jun 12, 2025 |
| Vijay Walvekar | director | 273.6K | 0.90% | Jun 2, 2025 |
| Panagiotis Apostolou | director | 170.0K | 0.56% | Jun 12, 2026 |
| Timothy Moura | officer: See Remarks | 144.9K | 0.48% | Aug 12, 2026 |
| Sharon Binnun | officer: Chief Accounting Officer | 96.4K | 0.32% | Aug 5, 2026 |
| Paul L. Whiting | director | 96.2K | 0.32% | Jun 12, 2026 |
| Irini Barlas | director | 71.0K | 0.23% | Jun 12, 2026 |
1 ten-percent owner holds 500.0K shares by Form 4, outside the officers-and-directors figure above · 10 people have not refiled in the last 18 months (1.07M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 24, 2026 | Ernie J. Garateixdirector, officer: Chief Executive Officer | Sale | 10,000 | $34.88 | 1,040,955 |
| Aug 19, 2026 | Timothy E. Johnsofficer: See Remarks | Sale | 3,500 | $33.68 | 25,438 |
| Aug 17, 2026 | Kirk Luskofficer: Chief Financial Officer | Sale | 10,000 | $34.16 | 492,522 |
| Aug 18, 2026 | Ernie J. Garateixdirector, officer: Chief Executive Officer | Sale | 5,000 | $34.55 | 1,050,955 |
| Aug 17, 2026 | Ernie J. Garateixdirector, officer: Chief Executive Officer | Sale | 5,000 | $34.31 | 1,055,955 |
| Aug 10, 2026 | Timothy Mouraofficer: See Remarks | Sale | 15,104 | $32.49 | 144,941 |
| Aug 3, 2026 | Sharon Binnunofficer: Chief Accounting Officer | Sale | 9,200 | $30.03 | 96,388 |
| Jul 1, 2026 | Sharon Binnunofficer: Chief Accounting Officer | Sale | 9,200 | $26.58 | 105,588 |
| Jun 22, 2026 | Sharon Binnunofficer: Chief Accounting Officer | Sale | 9,200 | $24.36 | 114,788 |
| May 19, 2026 | Paul L. Whitingdirector | Purchase · 2 lots | 16,000 | $23.56 | 103,126 |
CongressHouse and Senate disclosures
Not reported.