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The company

Heritage Insurance Holdings, Inc.

HRTG · NYSE

FinancialsInsuranceLeading

HRTG stood above a rising 150-day average in 37 of the last 52 weekly readings, including each of the last 11 weeks. It is 28.3% above that average now. Insurance: 53% of its 118 stocks in an uptrend (+5 points in four weeks); Financials: 49% (−4 points in four weeks).

SEC filings

Statistics

Rotation: Leading
Weeks in an uptrend: 11 in a row
Industry in uptrend: 53% +5 in 4 wk
Insider buys, 12 months: $754K
Insider sales, 12 months: $17.6M
Officials’ trades on record: 0
Institutions holding: 175 (+0)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 37 of 52 weeks.

22 Apr – 21 Oct

Insurance: About half its stocks are in an uptrend and the share has been climbing. Financials: About half its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1

Sale orders, 12 months37

Buyers · sellers1 · 6

Who	Did	Shares	Traded
Timothy E. JohnsOfficer	sold	3,500at $35.91	19 Oct 2026filed 21 Oct 2026
Timothy E. JohnsOfficer	sold	3,500at $34.74	18 Sep 2026filed 22 Sep 2026
Ernie J. GarateixChief Executive Officer	sold	2,500at $35.25	14 Sep 2026filed 16 Sep 2026
Sharon BinnunChief Accounting Officer	sold	6,565at $33.82	9 Sep 2026filed 11 Sep 2026
Ernie J. GarateixChief Executive Officer	sold	2,500at $35.10	3 Sep 2026filed 8 Sep 2026
Sharon BinnunChief Accounting Officer	sold	9,200at $33.91	1 Sep 2026filed 3 Sep 2026
Ernie J. GarateixChief Executive Officer	sold	10,000at $34.88	24 Aug 2026filed 26 Aug 2026
Timothy E. JohnsOfficer	sold	3,500at $33.68	19 Aug 2026filed 21 Aug 2026
Ernie J. GarateixChief Executive Officer	sold	5,000at $34.55	18 Aug 2026filed 19 Aug 2026
Ernie J. GarateixChief Executive Officer	sold	5,000at $34.31	17 Aug 2026filed 19 Aug 2026
Kirk LuskChief Financial Officer	sold	10,000at $34.16	17 Aug 2026filed 19 Aug 2026
Timothy MouraOfficer	sold	15,104at $32.49	10 Aug 2026filed 12 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders175+0 on the quarter

New · exited36 · 35

Reported value$487.8M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	2,332,889$60.8M	+142,519+6.5%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	1,310,615$34.2M	+63,692+5.1%
AMERICAN CENTURY COMPANIES INCadded · filed 12 Aug 2026	1,066,936$27.8M	+77,985+7.9%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	1,013,658$26.4M	+12,415+1.2%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	949,090$24.8M	+102,397+12.1%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	749,878$19.6M	+10,988+1.5%
STATE STREET CORPadded · filed 7 Aug 2026	564,008$14.7M	+38,909+7.4%
Connor, Clark & Lunn Investment Management Ltd.added · filed 13 Aug 2026	553,556$14.4M	+2,689+0.5%
Pacific Ridge Capital Partners, LLCadded · filed 12 Aug 2026	500,463$13.1M	+94,603+23.3%
JANE STREET GROUP, LLCadded · filed 14 Aug 2026	477,890$12.5M	+269,727+129.6%