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Heritage Insurance Holdings
HRTG

189 hedge funds and large institutions have $495M invested in Heritage Insurance Holdings in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

965% more call options, than puts

Call options by funds: $8.98M | Put options by funds: $843K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.21% less ownership

Funds ownership: 61.55% → 61.35% (-0.21%)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

6% less funds holding

Funds holding: 201 → 189 (-12)

11% less capital invested

Capital invested by funds: $556M → $495M (-$61.1M)

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

Holders
189
Holders Change
-12
Holders Change %
-5.97%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
67
Reduced
68
Closed
33
Calls
$8.98M
Puts
$843K
Net Calls
+$8.14M
Net Calls Change
-$4.62M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$5.05M
2
Jane Street
Jane Street
New York
+$4.47M
3
Goldman Sachs
Goldman Sachs
New York
+$4.22M
4
Invesco
Invesco
Georgia
+$3.99M
5
Bank of America
Bank of America
North Carolina
+$2.47M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$9.05M
2
EI
EAM Investors
California
-$4.49M
3
Marshall Wace
Marshall Wace
United Kingdom
-$4.03M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$3.57M
5
HF
HRT Financial
New York
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$5.33M -$2.62M -99,404 -33%
Bank of America
27
Bank of America
North Carolina
$5.11M +$2.47M +93,548 +92%
Citadel Advisors
28
Citadel Advisors
Florida
$4.82M +$892K +33,807 +23%
QP
29
Quartz Partners
New York
$4.78M -$143K -5,423 -3%
Renaissance Technologies
30
Renaissance Technologies
New York
$4.53M -$241K -9,151 -5%
N
31
Nuveen
North Carolina
$4.46M +$11.7K +444 +0.3%
SBH
32
Segall Bryant & Hamill
Illinois
$4.34M -$203K -7,707 -4%
EF
33
Empowered Funds
Pennsylvania
$4.26M +$262K +9,924 +7%
VFT
34
Vanguard Fiduciary Trust
Pennsylvania
$4.1M +$4.13M +156,336 New
Franklin Resources
35
Franklin Resources
California
$4.1M +$1.73M +65,380 +72%
Ameriprise
36
Ameriprise
Minnesota
$3.69M -$370K -14,023 -9%
TI
37
Trexquant Investment
Connecticut
$3.59M -$470K -17,819 -12%
AWA
38
Arkadios Wealth Advisors
Georgia
$3.54M -$66.3K -2,513 -2%
AGWCA
39
Annis Gardner Whiting Capital Advisors
Florida
$3.33M +$1.32M +50,000 +65%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$3.28M +$388K +14,711 +13%
Citigroup
41
Citigroup
New York
$2.87M +$1.6M +60,604 +124%
Raymond James Financial
42
Raymond James Financial
Florida
$2.7M +$4.78K +181 +0.2%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$2.68M -$155K -5,884 -5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.39M +$351K +13,304 +19%
Millennium Management
45
Millennium Management
New York
$2.38M +$1.13M +42,879 +90%
First Trust Advisors
46
First Trust Advisors
Illinois
$2.28M +$121K +4,569 +6%
YIH
47
Y-Intercept (HK)
Hong Kong
$2.21M +$2.22M +84,250 New
JP Morgan Chase
48
JP Morgan Chase
New York
$2.12M -$101K -3,840 -5%
Squarepoint
49
Squarepoint
New York
$2.06M +$810K +30,688 +64%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$1.63M -$277K -10,495 -14%
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HRTG Hedge Fund Activity: Q1 2026 in Review

189 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q1 2026, worth a combined $495M — down 11% from $556M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of HRTG and 26 opened new positions — a net loss of 7 holders — while 68 trimmed existing stakes and 67 added.

The largest buyer was Two Sigma Investments, adding an estimated $5.05M. The largest seller was Prudential Financial, cutting an estimated $9.05M.

  • 189 institutional investors held Heritage Insurance Holdings (HRTG) as of Q1 2026, down from 201 in Q4 2025.
  • Funds reported $495M of Heritage Insurance Holdings stock for Q1 2026, down 11% quarter-over-quarter.
  • 26 funds opened new Heritage Insurance Holdings positions in Q1 2026 and 33 closed out, a net change of -7 holders.
  • The largest Heritage Insurance Holdings buyer in Q1 2026 was Two Sigma Investments, an estimated $5.05M added.
  • The largest Heritage Insurance Holdings seller in Q1 2026 was Prudential Financial, an estimated $9.05M sold.

Based on aggregated 13F filings for Q1 2026.