Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Heritage Insurance Holdings, Inc.

CIK 0001598665HRTG· quarter ending 2026-06-30

Shares outstanding

29,732,416

as of 2026-08-02 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

820,500

selection includes debt or preferreds — no % of shares outstanding

Holders

+1 vs 2026-03-31 · 1 new, 0 exited

Value

$1.4M

shares +0.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-02)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	HRTG · NYSE	29,732,416	18,993,821	63.9%	188	42727J102

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	42727J102	COM	188	18,993,821	29,732,416	63.9%	$495.4M	4 call / 2 put	13DG	holders →
	42727JAB8	NOTE 5.875% 8/0not common	2	500 $820K principal	—	—	$1.4M	—	prefix	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (2 of 2 · 42727JAB8)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	WOLVERINE ASSET MANAGEMENT LLC	820,000	—	$1.4M	—
2	Altshuler Shaham Ltd	500	—	$13K	NEW

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Raymond T. Hyer	SCHEDULE 13G/A	2026-09-25	2026-08-27	2,093,878	7.04%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Hyer Family Partnership, LLC	SCHEDULE 13G/A	2025-08-04	2025-06-30	120,000	0.39%
The Kathleen Hays Hyer Revocable Trust UA 06/03/2013, a/k/a Kathleen A. Hyer	SCHEDULE 13G/A	2025-08-04	2025-06-30	100,000	0.32%
Dimensional Fund Advisors LP	SCHEDULE 13G/A	2025-04-15	2025-03-31	1,542,515	3.6%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.