Heritage Insurance Holdings Inc (HRTG)
NYSE: HRTG · Fire, Marine & Casualty Insurance · Tampa, FL · filing with the SEC since 2014
Grade4.9
◀ Past 3.1● Present 6.0▶ Future 6.4
Who owns Heritage Insurance Holdings Inc
As filed with the SECHolders of 5% or more
1
Raymond T. Hyer holds 7.04% of Common Stock, as its SCHEDULE 13G/A filed Sep 25, 2026 says.
Directors and officers
10
report now, of 18 people on the record since 2014. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Raymond T. Hyer
SCHEDULE 13G/A · filed Sep 25, 2026 · Common Stock · 7.03% in Aug 4, 2025
Dimensional Fund Advisors LP
SCHEDULE 13G/A · filed Apr 15, 2025 · Common Stock · reported falling below 5%, from 5.1% in Jan 23, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 5.3% in Oct 30, 2025
What HRTG reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Narragansett Bay Insurance Company
An entity · consolidated entity · owns, named in the 10-K/A filed Mar 19, 2026
Skye Lane Properties L L C
An entity · consolidated entity · owns, named in the 10-K/A filed Mar 19, 2026
11 subsidiaries in 2 countries, from the list filed with the 10-K filed Mar 12, 2026.
Insider tradesForm 4
46sales
2purchases
31sales on a scheduled plan
6people selling
$10.7Msold, in dollars
$400,000bought, in dollars
Open-market trades on Form 4 from Oct 21, 2025 to Oct 21, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Oct 21, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 25 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Garateix Ernie J | Chief Executive Officer | 22 | $3.2M | 11 | 0 | $0 |
| Moura Timothy | President - Narragansett Bay Insurance Company | 7 | $2.6M | 6 | 0 | $0 |
| Binnun Sharon | Chief Accounting Officer | 9 | $2.0M | 8 | 0 | $0 |
| Widdicombe Richard A | President | 1 | $1.5M | 1 | 0 | $0 |
| Lusk Kirk | Chief Financial Officer | 4 | $1.1M | 2 | 0 | $0 |
| Johns Timothy E. | See Remarks | 3 | $400,000 | 3 | 0 | $0 |
| Whiting Paul L | director | 0 | $0 | 0 | 2 | $400,000 |