Heritage Insurance Holdings, Inc. (HRTG) — Institutional Holders, Q2 2026 (page 2)
190 institutional investment managers reported a HRTG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $490.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 190. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HRTG 13F holders ranked 101–190 of 190
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | VOYA INVESTMENT MANAGEMENT#101 · 16,045 sh | 16,045 | $418.5K | <0.01% | +4.4% |
| 102 | Dynamic Technology Lab Private Ltd#102 · 15,711 sh | 15,711 | $410.0K | 0.09% | -24.3% |
| 103 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#103 · 15,642 sh | 15,642 | $407.9K | 0.00% | -51.0% |
| 104 | Fragasso Group#104 · 15,249 sh | 15,249 | $397.7K | — | +0.3% |
| 105 | GSA CAPITAL PARTNERS LLP#105 · 15,194 sh | 15,194 | $396.0K | 0.03% | -70.3% |
| 106 | TRUIST FINANCIAL#106 · 15,068 sh | 15,068 | $393.0K | <0.01% | -59.5% |
| 107 | MetLife Investment Management#107 · 13,774 sh | 13,774 | $359.2K | <0.01% | +5.2% |
| 108 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#108 · 13,354 sh | 13,354 | $348.3K | <0.01% | +18.6% |
| 109 | ENVESTNET ASSET MANAGEMENT#109 · 13,020 sh | 13,020 | $339.6K | <0.01% | -0.3% |
| 110 | WEALTH ENHANCEMENT ADVISORY SERVICES#110 · 11,624 sh | 11,624 | $326.2K | — | -0.8% |
| 111 | Jupiter Topco#111 · 12,100 sh | 12,100 | $315.7K | <0.01% | — |
| 112 | Cambridge Investment Research Advisors#112 · 11,735 sh | 11,735 | $306.0K | <0.01% | -8.6% |
| 113 | Voleon Capital Management#113 · 11,661 sh | 11,661 | $304.1K | <0.01% | New |
| 114 | MIRAE ASSET GLOBAL ETFS Ltd.#114 · 11,409 sh | 11,409 | $297.5K | <0.01% | -1.1% |
| 115 | LPL Financial#115 · 11,261 sh | 11,261 | $293.7K | <0.01% | -42.1% |
| 116 | Squarepoint Ops#116 · 11,202 sh | 11,202 | $292.1K | <0.01% | -85.8% |
| 117 | State of Alaska, Department of Revenue#117 · 11,056 sh | 11,056 | $287.0K | — | 0.0% |
| 118 | NORDEN GROUP#118 · 10,843 sh | 10,843 | $282.8K | — | New |
| 119 | KLP KAPITALFORVALTNING AS#119 · 10,800 sh | 10,800 | $281.7K | <0.01% | +54.3% |
| 120 | NEW YORK STATE COMMON RETIREMENT FUND#120 · 10,800 sh | 10,800 | $281.7K | <0.01% | +63.6% |
| 121 | MERCER GLOBAL ADVISORS#121 · 10,610 sh | 10,610 | $276.7K | <0.01% | New |
| 122 | HSBC PLC#122 · 10,324 sh | 10,324 | $272.2K | <0.01% | New |
| 123 | Vise Technologies#123 · 9,461 sh | 9,461 | $246.7K | <0.01% | New |
| 124 | O'SHAUGHNESSY ASSET MANAGEMENT#124 · 8,752 sh | 8,752 | $228.3K | <0.01% | -13.4% |
| 125 | Magnetar Financial#125 · 8,522 sh | 8,522 | $222.3K | <0.01% | -8.3% |
| 126 | Graham Capital Management, L.P.#126 · 8,283 sh | 8,283 | $216.0K | <0.01% | -46.5% |
| 127 | State of Wyoming#127 · 8,064 sh | 8,064 | $210.3K | 0.02% | -14.7% |
| 128 | DRIVE WEALTH MANAGEMENT#128 · 8,011 sh | 8,011 | $208.9K | 0.04% | New |
| 129 | Vanguard Investments Australia, Ltd.#129 · 6,623 sh | 6,623 | $172.7K | <0.01% | 0.0% |
| 130 | Police & Firemen's Retirement System of New Jersey#130 · 6,511 sh | 6,511 | $169.8K | <0.01% | 0.0% |
| 131 | Zurcher Kantonalbank (Zurich Cantonalbank)#131 · 6,250 sh | 6,250 | $163.0K | <0.01% | -50.7% |
| 132 | Aquatic Capital Management#132 · 6,163 sh | 6,163 | $160.7K | <0.01% | -35.3% |
| 133 | Mitsubishi UFJ & Banking#133 · 5,386 sh | 5,386 | $140.5K | <0.01% | New |
| 134 | BNP PARIBAS FINANCIAL MARKETS#134 · 4,750 sh | 4,750 | $123.9K | 0.00% | -21.8% |
| 135 | SRS Capital Advisors#135 · 4,687 sh | 4,687 | $122.2K | <0.01% | +6792.6% |
| 136 | Triumph Capital Management#136 · 4,470 sh | 4,470 | $116.6K | — | +5.3% |
| 137 | MEEDER ASSET MANAGEMENT#137 · 3,522 sh | 3,522 | $91.9K | <0.01% | 0.0% |
| 138 | GREAT WEST LIFE ASSURANCE#138 · 3,188 sh | 3,188 | $83.0K | <0.01% | 0.0% |
| 139 | Larson Financial Group#139 · 2,746 sh | 2,746 | $71.6K | <0.01% | +358.4% |
| 140 | NISA INVESTMENT ADVISORS#140 · 2,368 sh | 2,368 | $61.8K | — | +257.7% |
| 141 | Ameritas Investment Partners#141 · 2,249 sh | 2,249 | $58.7K | <0.01% | +17.4% |
| 142 | Union Bankshares#142 · 1,907 sh | 1,907 | $49.7K | <0.01% | 0.0% |
| 143 | SIGNATUREFD#143 · 1,528 sh | 1,528 | $39.9K | — | -5.2% |
| 144 | IFP Advisors#144 · 1,375 sh | 1,375 | $35.9K | — | -29.5% |
| 145 | Optiver Holding B.V.#145 · 1,327 sh | 1,327 | $34.6K | 0.00% | -5.4% |
| 146 | HARBOUR INVESTMENTS#146 · 1,226 sh | 1,226 | $32.0K | <0.01% | -28.6% |
| 147 | LOS ANGELES CAPITAL MANAGEMENT#147 · 1,184 sh | 1,184 | $30.9K | <0.01% | -98.1% |
| 148 | Capital Advisors, Ltd.#148 · 1,062 sh | 1,062 | $28.0K | <0.01% | 0.0% |
| 149 | Tower Research Capital (TRC)#149 · 1,051 sh | 1,051 | $27.4K | <0.01% | -27.2% |
| 150 | Caitong International Asset Management , Ltd#150 · 1,046 sh | 1,046 | $27.3K | <0.01% | -33.7% |
| 151 | ROYAL BANK OF CANADA#151 · 1,043 sh | 1,043 | $27.0K | 0.00% | +102.5% |
| 152 | Truvestments Capital#152 · 890 sh | 890 | $23.2K | <0.01% | +39.1% |
| 153 | Global Retirement Partners#153 · 846 sh | 846 | $22.1K | <0.01% | — |
| 154 | Allworth Financial#154 · 681 sh | 681 | $17.8K | <0.01% | +18.2% |
| 155 | Covestor Ltd#155 · 595 sh | 595 | $16.0K | <0.01% | -32.8% |
| 156 | Silver Grove Financial Group#156 · 584 sh | 584 | $15.2K | <0.01% | New |
| 157 | Integrated Wealth Concepts#157 · 560 sh | 560 | $14.6K | <0.01% | New |
| 158 | EverSource Wealth Advisors#158 · 501 sh | 501 | $13.1K | <0.01% | -62.7% |
| 159 | Altshuler Shaham Ltd#159 · 500 sh | 500 | $13.0K | <0.01% | New |
| 160 | Sterling Capital Management#160 · 499 sh | 499 | $13.0K | — | -97.0% |
| 161 | BNP Paribas Asset Management Holding S.A.#161 · 415 sh | 415 | $10.8K | 0.00% | -99.2% |
| 162 | Essential Partners#162 · 392 sh | 392 | $10.2K | — | -83.2% |
| 163 | NewEdge Advisors#163 · 377 sh | 377 | $9.8K | 0.00% | New |
| 164 | HARBOR CAPITAL ADVISORS#164 · 306 sh | 306 | $8.0K | — | 0.0% |
| 165 | Smartleaf Asset Management#165 · 254 sh | 254 | $6.7K | <0.01% | 0.0% |
| 166 | Farther Finance Advisors#166 · 240 sh | 240 | $6.3K | — | +43.7% |
| 167 | GAMMA Investing#167 · 230 sh | 230 | $6.0K | — | -19.0% |
| 168 | Parallel Advisors#168 · 229 sh | 229 | $6.0K | <0.01% | +17.4% |
| 169 | Quarry#169 · 200 sh | 200 | $5.2K | <0.01% | New |
| 170 | Rockefeller Capital Management L.P.#170 · 187 sh | 187 | $4.9K | 0.00% | -53.0% |
| 171 | MCGUIRE CAPITAL ADVISORS#171 · 169 sh | 169 | $4.4K | <0.01% | -83.9% |
| 172 | WealthCollab#172 · 139 sh | 139 | $3.6K | <0.01% | +67.5% |
| 173 | True Wealth Design#173 · 136 sh | 136 | $3.5K | — | -2.2% |
| 174 | Parkside Financial Bank#174 · 100 sh | 100 | $2.6K | <0.01% | +100.0% |
| 175 | Fortitude Family Office#175 · 88 sh | 88 | $2.3K | — | New |
| 176 | Versant Capital Management#176 · 86 sh | 86 | $2.2K | — | +514.3% |
| 177 | FEDERATED HERMES#177 · 79 sh | 79 | $2.1K | 0.00% | -86.5% |
| 178 | Sachetta#178 · 76 sh | 76 | $2.0K | <0.01% | New |
| 179 | JONES FINANCIAL COMPANIES LLLP#179 · 58 sh | 58 | $1.5K | 0.00% | New |
| 180 | ROTHSCHILD INVESTMENT#180 · 42 sh | 42 | $1.1K | 0.00% | -68.7% |
| 181 | Physician Wealth Advisors#181 · 35 sh | 35 | $913.00 | — | 0.0% |
| 182 | Stone House Investment Management#182 · 7 sh | 7 | $183.00 | — | +600.0% |
| 183 | SJS Investment Consulting#183 · 7 sh | 7 | $183.00 | — | New |
| 184 | SBI Securities , Ltd.#184 · 6 sh | 6 | $156.00 | — | +500.0% |
| 185 | Hughes Financial Services#185 · 5 sh | 5 | $130.00 | 0.00% | -37.5% |
| 186 | Clearstead Advisors#186 · 3 sh | 3 | $79.00 | 0.00% | New |
| 187 | NATIONAL BANK OF CANADA#187 · 3 sh | 3 | $78.00 | 0.00% | New |
| 188 | Wealth Enhancement Services#188 · 1 sh | 1 | $26.00 | — | New |
| 189 | Avion Wealth#189 · 19 sh | 19 | $0.00 | 0.00% | 0.0% |
| 190 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#190 · 32,268 sh | 32,268 | — | — | +38.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.