HRTG
Heritage Insurance Hldgs IncNYSE
Financial Services • Insurance - Property & Casualty
Updated 1 day ago
Coverage limited
Factor tilt: Momentum-tilted Small Cap
$36.21+2.35%
Close Oct 13, 2026
- Market cap
- $1.1B
- 1 month
- +3.2%
- 3 months
- +37.9%
- 1 year
- +42.9%
- 52-week range
- $20.88$36.21
- Dividend, last 12 mo
- None in the last year
- Last ex-date
- Jun 13, 2022 · $0.06
- Next-quarter EPS estimate
- $0.77Quarter to Sep 30, 2026 · 3 analysts · revenue $217.06M
- Short interest
- 3.6% of float786.1K shares · settled Sep 30, 2026 · -7.8% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $781.73M
- Net income
- $215.29M
- Free cash flow
- —
- Book value
- $567.73M
- Total debt
- —
- P/E
- 5.1×
- Price / sales
- 1.4×
- Price / book
- 1.9×
- FCF yield
- —
- Net margin
- +27.5%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: MEDIUM
22 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Last 13F trend: distributing (light)
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Sentiment: bearish
Last trade: sell 22 days ago
Red flags: 0
Largest 13-F holders · Q2 2026
188 filers reported a long position in HRTG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| BlackRock, Inc. | $60.8M | 2.3M | +6.5% |
| DIMENSIONAL FUND ADVISORS LP | $34.2M | 1.3M | +5.1% |
| AMERICAN CENTURY COMPANIES INC | $27.8M | 1.1M | +7.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | $26.4M | 1M | +1.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $24.8M | 949.1K | +12.1% |
| GEODE CAPITAL MANAGEMENT, LLC | $19.6M | 749.9K | +1.5% |
| STATE STREET CORP | $14.7M | 564K | +7.4% |
| Connor, Clark & Lunn Investment Management Ltd. | $14.4M | 553.6K | +0.5% |
| Pacific Ridge Capital Partners, LLC | $13.1M | 500.5K | +23.3% |
| JANE STREET GROUP, LLC | $12.5M | 477.9K | +129.6% |
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