HERITAGE INSURANCE HLDGS INC

$HRTG
Smart money positioned

5 of the Top-200 alpha managers hold $HRTG as of the latest 13F snapshot.

13F holders
178
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$HRTG is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.03%, with an average of 0.01% of portfolio. Largest holder: Connor, Clark & Lunn Investment Management Ltd. at 0.03%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 178 · Source: 13F-HR
01
Massachusetts Institute of Technology
0.01% of portfolio
988,951 sh
02
Bahl & Gaynor Inc.
866,912 sh
03
Marshall & Sullivan Inc.
0.04% of portfolio
717,364 sh
04
Heritage Wealth Advisors
0.03% of portfolio
550,867 sh
05
Minneapolis Portfolio Management Group, LLC
0.01% of portfolio
546,436 sh
06
Axa S.a.
525,099 sh
07
State Street
507,577 sh
08
Greatmark Investment Partners, Inc.
0.02% of portfolio
461,844 sh
09
Orrstown Financial Services Inc.
413,436 sh
10
Main Management LLC
2.31% of portfolio
405,860 sh
See all 178 13F holders · Pro →

Insider activity · last 90 days

39 transactions · 7 filers
20 Jan 2026
Garateix Ernie J
▼ SOLD
100
$26.67
S
20 Jan 2026
Garateix Ernie J
▼ SOLD
8,234
$26.02
S
22 Dec 2025
Garateix Ernie J
▼ SOLD
8,334
$29.48
S
12 Dec 2025
Garateix Ernie J
▼ SOLD
1,709
$28.85
S
11 Dec 2025
Garateix Ernie J
▼ SOLD
6,291
$28.42
S
09 Dec 2025
Garateix Ernie J
▼ SOLD
7,000
$28.36
S
02 Dec 2025
Lusk Kirk
▼ SOLD
8,331
$28.21
S
20 Nov 2025
Garateix Ernie J
▼ SOLD
1,159
$28.23
S
20 Nov 2025
Garateix Ernie J
▼ SOLD
2,815
$27.44
S
20 Nov 2025
Garateix Ernie J
▼ SOLD
4,360
$26.27
S
18 Nov 2025
Widdicombe Richard A
▼ SOLD
50,000
$29.40
S
13 Nov 2025
Garateix Ernie J
▼ SOLD
5,000
$30.77
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HRTG in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:37 UTC.