InsiderTrades.com logo

HRTG Insider Trading

Insider Ownership Percentage: 15.20%
Insider Buying (Last 12 Months): $51,250.00
Insider Selling (Last 12 Months): $13,456,056.25

Heritage Insurance Insider Trading History Chart

This chart shows the insider buying and selling history at Heritage Insurance by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Heritage Insurance Share Price & Price History

Current Price: $26.50
Price Change: ▲ Price Increase of +0.105 (0.40%)
As of 03/26/2026 03:43 PM ET

This chart shows the closing price history over time for HRTG up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Heritage Insurance Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/20/2026Ernie J GarateixCEOSell8,334$25.39$211,600.261,069,289View SEC Filing Icon  
3/19/2026Timothy MouraInsiderSell29,133$26.63$775,811.79210,535View SEC Filing Icon  
3/17/2026Sharon BinnunCAOSell7,893$28.35$223,766.55142,388View SEC Filing Icon  
2/20/2026Ernie J GarateixCEOSell8,334$24.12$201,016.081,120,170View SEC Filing Icon  
1/20/2026Ernie J GarateixCEOSell8,334$26.03$216,934.021,128,504View SEC Filing Icon  
12/22/2025Ernie J GarateixCEOSell8,334$29.48$245,686.321,136,838View SEC Filing Icon  
12/12/2025Ernie J GarateixCEOSell1,709$28.85$49,304.651,185,806View SEC Filing Icon  
12/11/2025Ernie J GarateixCEOSell6,291$28.42$178,790.221,187,515View SEC Filing Icon  
12/9/2025Ernie J GarateixCEOSell7,000$28.36$198,520.001,193,806View SEC Filing Icon  
12/2/2025Kirk LuskCFOSell8,331$28.21$235,017.51550,425View SEC Filing Icon  
11/20/2025Ernie J GarateixCEOSell8,334$26.94$224,517.961,200,806View SEC Filing Icon  
11/18/2025Richard A. WiddicombeChairmanSell50,000$29.40$1,470,000.00449,047View SEC Filing Icon  
11/12/2025Ernie J GarateixCEOSell5,000$30.39$151,950.001,209,140View SEC Filing Icon  
11/11/2025Ernie J GarateixCEOSell10,000$29.10$291,000.001,219,140View SEC Filing Icon  
11/5/2025Kirk LuskCFOSell19,929$24.18$481,883.22558,756View SEC Filing Icon  
11/4/2025Kirk LuskCFOSell71$24.00$1,704.00578,685View SEC Filing Icon  
10/20/2025Ernie J GarateixCEOSell8,334$23.01$191,765.341,229,140View SEC Filing Icon  
10/14/2025Richard A. WiddicombeChairmanSell100,000$27.26$2,726,000.00499,047View SEC Filing Icon  
10/3/2025Kirk LuskCFOSell6,803$24.16$164,360.48578,756View SEC Filing Icon  
10/1/2025Kirk LuskCFOSell13,197$24.77$326,889.69585,559View SEC Filing Icon  
9/22/2025Ernie J GarateixCEOSell8,334$27.24$227,018.161,237,474View SEC Filing Icon  
9/16/2025Richard A. WiddicombeChairmanSell100,000$24.15$2,415,000.00599,047View SEC Filing Icon  
9/15/2025Ernie J GarateixCEOSell25,000$24.61$615,250.001,245,808View SEC Filing Icon  
9/12/2025Kirk LuskCFOSell20,000$24.17$483,400.00598,756View SEC Filing Icon  
9/5/2025Sharon BinnunCAOSell21,000$24.47$513,870.00176,006View SEC Filing Icon  
8/8/2025Paul L WhitingDirectorBuy2,500$20.50$51,250.0087,126View SEC Filing Icon  
5/9/2025Panagiotis ApostolouDirectorSell25,000$25.40$635,000.00164,719View SEC Filing Icon  
3/14/2025Ernie J GarateixCEOBuy5,000$12.77$63,850.001,270,808View SEC Filing Icon  
3/14/2025Kirk LuskCFOBuy6,000$13.85$83,100.00618,756View SEC Filing Icon  
3/14/2025Paul L WhitingDirectorBuy10,000$13.35$133,500.0079,576View SEC Filing Icon  
11/22/2024Nicholas George PappasDirectorSell4,000$12.64$50,560.0076,314View SEC Filing Icon  
8/16/2024Richard A. WiddicombeChairmanBuy4,437$14.55$64,558.35696,497View SEC Filing Icon  
8/9/2024Ernie J GarateixCEOBuy5,000$8.59$42,950.001,072,584View SEC Filing Icon  
5/28/2024Paul L WhitingDirectorBuy5,000$7.74$38,700.0064,662View SEC Filing Icon  
5/8/2024Nicholas George PappasDirectorSell6,000$8.56$51,360.0075,400View SEC Filing Icon  
5/7/2024Ernie J GarateixCEOBuy5,000$8.21$41,050.001,067,584View SEC Filing Icon  
5/6/2024Paul L WhitingDirectorBuy50,000$8.35$417,500.0059,662View SEC Filing Icon  
3/26/2024Nicholas George PappasDirectorSell1,000$10.87$10,870.0081,400View SEC Filing Icon  
3/14/2024Paul L WhitingDirectorBuy20,000$8.14$162,800.0020,000View SEC Filing Icon  
2/29/2024Nicholas George PappasDirectorSell1,300$7.06$9,178.0083,500View SEC Filing Icon  
2/2/2024Nicholas George PappasDirectorSell1,500$5.93$8,895.0084,800View SEC Filing Icon  
12/14/2023Paul L WhitingDirectorBuy40,871$7.34$299,993.1450,533View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Heritage Insurance (NYSE:HRTG)

59.03% of Heritage Insurance stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HRTG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Heritage Insurance Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/3/2026Caitong International Asset Management Co. Ltd2,906$85K0.0%+3,774.7%0.009%Search for SEC Filing on Google Icon
2/19/2026Mcguire Capital Advisors Inc.1,050$31K0.0%N/A0.003%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.77,421$2.27M0.0%+49.7%0.250%Search for SEC Filing on Google Icon
2/18/2026EP Wealth Advisors LLC7,851$0.23M0.0%N/A0.025%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC152,254$4.46M0.0%+6.3%0.493%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd22,872$0.67M0.0%+15.0%0.074%Search for SEC Filing on Google Icon
2/18/2026VARCOV Co.17,096$0.50M0.2%N/A0.055%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC38,528$1.13M0.0%+40.0%0.125%Search for SEC Filing on Google Icon
2/18/2026Verdad Advisers LP28,774$0.84M0.3%N/A0.093%Search for SEC Filing on Google Icon
2/18/2026Tudor Investment Corp ET AL185,466$5.43M0.0%-0.5%0.600%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC47,642$1.39M0.0%-81.1%0.154%Search for SEC Filing on Google Icon
2/18/2026Man Group plc10,543$0.31M0.0%+16.0%0.034%Search for SEC Filing on Google Icon
2/18/2026Interval Partners LP32,370$0.95M0.0%-38.8%0.105%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC12,100$0.35M0.0%N/A0.039%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP17,386$0.51M0.0%N/A0.056%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC248,801$7.28M0.2%+3.1%0.805%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC417,428$12.21M0.0%+4.4%1.350%Search for SEC Filing on Google Icon
2/17/2026Jain Global LLC9,200$0.27M0.0%N/A0.030%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP154,443$4.52M0.0%+1.3%0.500%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC17,473$0.51M0.0%N/A0.057%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD13,635$0.40M0.0%+14.3%0.044%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.38,207$1.12M0.0%-15.8%0.124%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System23,495$0.69M0.0%+1,317.9%0.076%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.21,966$0.64M0.0%-44.7%0.071%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board27,068$0.79M0.0%-36.1%0.088%Search for SEC Filing on Google Icon
2/17/2026ExodusPoint Capital Management LP16,776$0.49M0.0%N/A0.054%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada1,182$35K0.0%+72.6%0.004%Search for SEC Filing on Google Icon
2/17/2026Mangrove Partners IM LLC14,965$0.44M0.0%N/A0.048%Search for SEC Filing on Google Icon
2/17/2026Graham Capital Management L.P.19,378$0.57M0.0%+4.2%0.063%Search for SEC Filing on Google Icon
2/17/2026Magnetar Financial LLC13,163$0.39M0.0%N/A0.043%Search for SEC Filing on Google Icon
2/16/2026Squarepoint Ops LLC47,939$1.40M0.0%+2.9%0.155%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC7,820$0.23M0.0%-80.7%0.025%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC41,176$1.21M0.0%+23.1%0.133%Search for SEC Filing on Google Icon
2/16/2026Healthcare of Ontario Pension Plan Trust Fund86,350$2.53M0.0%N/A0.279%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC63,612$1.86M0.0%+13.7%0.206%Search for SEC Filing on Google Icon
2/13/2026Quartz Partners LLC187,356$5.48M2.0%+8.5%0.606%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP527,479$15.43M0.0%-48.5%1.706%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 7,426$0.22M0.0%N/A0.024%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co3,188$93K0.0%N/A0.010%Search for SEC Filing on Google Icon
2/13/2026Segall Bryant & Hamill LLC172,939$5.06M0.1%-0.9%0.559%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp17,849$0.52M0.0%-2.9%0.058%Search for SEC Filing on Google Icon
2/13/2026Jacobs Levy Equity Management Inc.343,744$10.06M0.0%-18.9%1.112%Search for SEC Filing on Google Icon
2/13/2026Arkadios Wealth Advisors137,266$4.02M0.1%+7.0%0.444%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP82,249$2.41M0.0%+14.1%0.266%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.255,174$7.47M0.0%+25.2%0.826%Search for SEC Filing on Google Icon
2/13/2026State Street Corp507,577$14.85M0.0%+11.4%1.642%Search for SEC Filing on Google Icon
2/13/2026Ieq Capital LLC43,646$1.28M0.0%+4.4%0.141%Search for SEC Filing on Google Icon
2/13/2026Boston Partners53,235$1.56M0.0%-1.8%0.172%Search for SEC Filing on Google Icon
2/13/2026Dynamic Technology Lab Private Ltd20,840$0.61M0.1%-25.0%0.067%Search for SEC Filing on Google Icon
2/13/2026Caitong International Asset Management Co. Ltd1,709$50K0.1%+2,178.7%0.006%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,700$0.46M0.0%N/A0.051%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN49,863$1.46M0.0%+45.4%0.161%Search for SEC Filing on Google Icon
2/12/2026HRT Financial LP171,405$5.02M0.0%+37.1%0.555%Search for SEC Filing on Google Icon
2/12/2026Renaissance Technologies LLC181,681$5.32M0.0%-33.3%0.588%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP1,210,044$35.41M0.0%-4.1%3.915%Search for SEC Filing on Google Icon
2/12/2026Counterpoint Mutual Funds LLC8,721$0.26M0.0%-76.6%0.028%Search for SEC Filing on Google Icon
2/12/2026Integrated Quantitative Investments LLC22,116$0.65M0.1%N/A0.072%Search for SEC Filing on Google Icon
2/12/2026Informed Momentum Co LLC188,956$5.53M0.6%+34.7%0.611%Search for SEC Filing on Google Icon
2/12/2026New York State Common Retirement Fund29,000$0.85M0.0%+339.4%0.094%Search for SEC Filing on Google Icon
2/12/2026Swiss National Bank49,000$1.43M0.0%N/A0.159%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC169,454$4.96M0.0%+181.7%0.548%Search for SEC Filing on Google Icon
2/11/2026Meeder Asset Management Inc.3,522$0.10M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/11/2026Empowered Funds LLC152,254$4.46M0.0%+6.3%0.493%Search for SEC Filing on Google Icon
2/11/2026Janney Montgomery Scott LLC11,677$0.34M0.0%+19.8%0.038%Search for SEC Filing on Google Icon
2/11/2026Deutsche Bank AG18,836$0.55M0.0%+12.3%0.061%Search for SEC Filing on Google Icon
2/11/2026Cerity Partners LLC42,519$1.24M0.0%N/A0.138%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC30,430$0.89M0.0%+55.0%0.098%Search for SEC Filing on Google Icon
2/11/2026Franklin Resources Inc.90,941$2.66M0.0%+11.8%0.294%Search for SEC Filing on Google Icon
2/11/2026Brandywine Global Investment Management LLC51,500$1.51M0.0%-3.7%0.167%Search for SEC Filing on Google Icon
2/11/2026O Shaughnessy Asset Management LLC13,666$0.40M0.0%-25.8%0.044%Search for SEC Filing on Google Icon
2/11/2026Los Angeles Capital Management LLC72,455$2.12M0.0%+27.1%0.234%Search for SEC Filing on Google Icon
2/11/2026Globeflex Capital L P5,914$0.17M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/11/2026State of Wyoming9,268$0.27M0.0%-29.9%0.030%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.173,519$5.08M0.0%+39.2%0.561%Search for SEC Filing on Google Icon
2/10/2026Intech Investment Management LLC7,979$0.23M0.0%-11.3%0.026%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC665,902$19.49M0.0%+5.5%2.154%Search for SEC Filing on Google Icon
2/9/2026Harbour Investments Inc.1,700$50K0.0%N/A0.005%Search for SEC Filing on Google Icon
2/6/2026Legato Capital Management LLC10,516$0.31M0.0%N/A0.034%Search for SEC Filing on Google Icon
2/6/2026Covestor Ltd903$26K0.0%-44.3%0.003%Search for SEC Filing on Google Icon
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al16,200$0.47M0.0%N/A0.052%Search for SEC Filing on Google Icon
2/4/2026Pacific Ridge Capital Partners LLC371,953$10.88M2.4%-19.0%1.203%Search for SEC Filing on Google Icon
2/4/2026Versor Investments LP13,920$0.41M0.1%-3.5%0.045%Search for SEC Filing on Google Icon
2/3/2026Denali Advisors LLC85,115$2.49M0.3%N/A0.275%Search for SEC Filing on Google Icon
2/3/2026Navellier & Associates Inc.31,258$0.92M0.1%-26.6%0.101%Search for SEC Filing on Google Icon
2/2/2026Truist Financial Corp37,154$1.09M0.0%-3.0%0.120%Search for SEC Filing on Google Icon
2/2/2026Strs Ohio22,300$0.65M0.0%-1.8%0.072%Search for SEC Filing on Google Icon
1/29/2026Kestra Private Wealth Services LLC25,814$0.76M0.0%+6.4%0.084%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG302,409$8.85M0.0%+4.3%0.978%Search for SEC Filing on Google Icon
1/29/2026Sanctuary Advisors LLC67,721$1.98M0.0%+13.0%0.219%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.1,881,027$55.04M0.0%+14.2%6.085%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System6,883$0.20M0.0%N/A0.022%Search for SEC Filing on Google Icon
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH27,400$0.80M0.0%-23.2%0.089%Search for SEC Filing on Google Icon
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank 10,542$0.31M0.0%N/A0.034%Search for SEC Filing on Google Icon
1/26/2026CWM LLC21,894$0.64M0.0%+8.3%0.071%Search for SEC Filing on Google Icon
1/23/2026State of Alaska Department of Revenue11,056$0.32M0.0%+660.9%0.036%Search for SEC Filing on Google Icon
1/20/2026Thurston Springer Miller Herd & Titak Inc.11,612$0.34M0.1%+339.7%0.038%Search for SEC Filing on Google Icon
1/16/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,151$0.27M0.0%N/A0.030%Search for SEC Filing on Google Icon
1/9/2026Assenagon Asset Management S.A.462,481$13.53M0.0%+0.1%1.496%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC11,025$0.32M0.0%+10.3%0.036%Search for SEC Filing on Google Icon
1/7/2026Fragasso Financial Advisors Inc11,200$0.33M0.0%N/A0.036%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Heritage Insurance logo
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; commercial residential insurance for properties in Florida, New Jersey, and New York; and licensed in the state of Pennsylvania, as well as personal residential and wind-only property insurance. It also provides restoration, emergency, and recovery services; property management, and reinsurance services; homeowners insurance products, including single-family, homeowners or duplex, and condominium owners; and dwelling fire insurance policies. In addition, the company provides personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as distribute indirectly to retail locations through wholesale agency relationships. Further, it offers personal and commercial insurance policies through a network of independent agencies. The company was founded in 2012 and is headquartered in Tampa, Florida.
Read More on Heritage Insurance

Today's Range

Now: $26.50
Low: $26.29
High: $26.72

50 Day Range

MA: $26.35
Low: $23.48
High: $28.76

52 Week Range

Now: $26.50
Low: $13.27
High: $31.98

Volume

82,491 shs

Average Volume

325,495 shs

Market Capitalization

$813.93 million

P/E Ratio

4.19

Dividend Yield

N/A

Beta

0.95

Who are the company insiders with the largest holdings of Heritage Insurance?

Heritage Insurance's top insider investors include:
  1. Raymond T Hyer (Major Shareholder)
  2. Ernie J Garateix (CEO)
  3. Bruce Lucas (CEO)
  4. Richard A Widdicombe (President)
  5. Richard A Widdicombe (Chairman)
  6. Kirk Lusk (CFO)
  7. James Masiello (Director)
  8. Ernie J Garateix (CEO)
  9. Timothy Moura (Insider)
  10. Panagiotis Apostolou (Director)
Learn More about top insider investors at Heritage Insurance.

Who are the major institutional investors of Heritage Insurance?

Heritage Insurance's top institutional shareholders include:
  1. Vanguard Group Inc. — 6.09%
  2. Dimensional Fund Advisors LP — 3.91%
  3. Geode Capital Management LLC — 2.15%
  4. Marshall Wace LLP — 1.71%
  5. State Street Corp — 1.64%
  6. Assenagon Asset Management S.A. — 1.50%
Learn More about top institutional investors of Heritage Insurance stock.

Which major investors are selling Heritage Insurance stock?

Within the previous quarter, HRTG stock was sold by these institutional investors:
  1. Marshall Wace LLP
  2. Millennium Management LLC
  3. Renaissance Technologies LLC
  4. Pacific Ridge Capital Partners LLC
  5. Jacobs Levy Equity Management Inc.
  6. Dimensional Fund Advisors LP
  7. Verition Fund Management LLC
  8. Counterpoint Mutual Funds LLC
Within the last year, company insiders that have sold Heritage Insurance company stock include:
  1. Raymond T Hyer (Major Shareholder)
  2. Ernie J Garateix (CEO)
  3. Bruce Lucas (CEO)
  4. Richard A Widdicombe (President)
  5. Richard A Widdicombe (Chairman)
  6. Kirk Lusk (CFO)
Learn More investors selling Heritage Insurance stock.

Which major investors are buying Heritage Insurance stock?

In the last quarter, HRTG stock was purchased by institutional investors including:
  1. Vanguard Group Inc.
  2. Nuveen LLC
  3. Healthcare of Ontario Pension Plan Trust Fund
  4. Denali Advisors LLC
  5. State Street Corp
  6. Charles Schwab Investment Management Inc.
  7. Swiss National Bank
  8. Goldman Sachs Group Inc.
In the previous year, these company insiders have bought Heritage Insurance stock:
  1. Raymond T Hyer (Major Shareholder)
  2. Ernie J Garateix (CEO)
  3. Bruce Lucas (CEO)
  4. Richard A Widdicombe (President)
Learn More investors buying Heritage Insurance stock.

Heritage Insurance Active Insiders

Ernie J. Garateix
Ernie J. Garateix (Age 54)
CEO
11 recent trades
Kirk Lusk
Kirk Lusk (Age 65)
CFO
5 recent trades
Richard A Widdicombe
Richard A Widdicombe (Age 66)
Chairman
2 recent trades
Sharon Binnun
Sharon Binnun (Age 64)
CAO
1 recent trades
Steven C Martindale
Steven C Martindale
Director