HRTG · Insider trading · 13F holders · Congress trades
Heritage Insurance Holdings, Inc. (HRTG)
Who is buying and selling HRTG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 5
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $2.9M
- Congress trades, 12 months
- 0
HRTG at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 5 HRTG insiders filed 12 sales worth $2.9M on SEC Form 4, and no open-market purchases; 5 of the sales were pre-planned under Rule 10b5-1.
- 5 13F filers hold HRTG among their 50 largest positions, worth $24.4M combined. The biggest bets by portfolio weight are Pacific Ridge Capital Partners, LLC (2.4%), Quartz Partners, LLC (1.6%) and Instrumental Wealth, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in HRTG.
- HRTG last closed at $36.14 on Oct 29, 2026.
HRTG insider trading
Between Aug 1, 2026 and Oct 29, 2026, 5 HRTG insiders filed 12 sales worth $2.9M on SEC Form 4, and no open-market purchases; 5 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 21, 2026 | Johns Timothy E | See Remarks | Sale10b5-1 | 3,500 | $35.91 | $126K | SEC |
| Sep 22, 2026 | Johns Timothy E | See Remarks | Sale10b5-1 | 3,500 | $34.74 | $122K | SEC |
| Sep 16, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sale | 2,500 | $35.25 | $88K | SEC |
| Sep 11, 2026 | Binnun Sharon | Chief Accounting Officer | Sale | 6,565 | $33.82 | $222K | SEC |
| Sep 8, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sale | 2,500 | $35.10 | $88K | SEC |
| Sep 3, 2026 | Binnun Sharon | Chief Accounting Officer | Sale10b5-1 | 9,200 | $33.91 | $312K | SEC |
| Aug 26, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sale | 10,000 | $34.88 | $349K | SEC |
| Aug 21, 2026 | Johns Timothy E | See Remarks | Sale10b5-1 | 3,500 | $33.68 | $118K | SEC |
| Aug 19, 2026 | Garateix Ernie J | Chief Executive Officer, Director | Sale | 10,000 | $34.43 | $344K | SEC |
| Aug 19, 2026 | Lusk Kirk | Chief Financial Officer | Sale | 10,000 | $34.16 | $342K | SEC |
| Aug 12, 2026 | Moura Timothy | See Remarks | Sale | 15,104 | $32.49 | $491K | SEC |
| Aug 5, 2026 | Binnun Sharon | Chief Accounting Officer | Sale10b5-1 | 9,200 | $30.03 | $276K | SEC |
Who owns HRTG? Hedge funds and superinvestors
5 13F filers hold HRTG among their 50 largest positions, worth $24.4M combined. The biggest bets by portfolio weight are Pacific Ridge Capital Partners, LLC (2.4%), Quartz Partners, LLC (1.6%) and Instrumental Wealth, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLCInstitutional asset manager | 2.4% | $13.1M | 500,463 | +23.3% shares | Q2 2026 |
| Quartz Partners, LLCWealth manager | 1.6% | $4.9M | 188,809 | +3.8% shares | Q2 2026 |
| Annis Gardner Whiting Capital Advisors, LLCWealth manager | 0.6% | $3.7M | 142,979 | +12.7% shares | Q2 2026 |
| Instrumental Wealth, LLCWealth manager | 1.0% | $2.0M | 60,060 | +0.0% shares | Q3 2026 |
| Verdad Advisers, LPAsset manager | 0.7% | $745K | 28,575 | +7.9% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 4). Screen HRTG in the grand portfolio →
HRTG stock trades by members of Congress
No member of Congress has disclosed a trade in HRTG.
HRTG questions and answers
Are insiders buying HRTG stock?
Between Aug 1, 2026 and Oct 29, 2026, 5 HRTG insiders filed 12 sales worth $2.9M on SEC Form 4, and no open-market purchases; 5 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own HRTG?
5 13F filers hold HRTG among their 50 largest positions, worth $24.4M combined. The biggest bets by portfolio weight are Pacific Ridge Capital Partners, LLC (2.4%), Quartz Partners, LLC (1.6%) and Instrumental Wealth, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded HRTG?
No member of Congress has disclosed a trade in HRTG.
Who is the largest holder of HRTG?
Among 13F filers, Pacific Ridge Capital Partners, LLC reports the largest HRTG position, $13.1M (500,463 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Pacific Ridge Capital Partners, LLC's: 2.4% of its portfolio.
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