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Vanguard amendment shows 0 shares of Heritage Insurance (NYSE: HRTG)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group filed an amendment on Schedule 13G/A reporting beneficial ownership of 0 shares (0%) of Heritage Insurance Holdings Inc. The filing states Vanguard holds no sole or shared voting or dispositive power over Heritage common stock. The amendment explains an internal realignment that led to separate reporting by subsidiaries.

Positive

  • None.

Negative

  • None.

Insights

Amendment confirms no current Vanguard stake in Heritage's common stock.

The filing formally reports 0 shares and 0% ownership, with zero sole or shared voting and dispositive powers listed. It documents an internal Vanguard realignment and disaggregation of reporting by subsidiaries under SEC Release No. 34-39538.

Practical effect is administrative: the amendment clarifies reporting lines rather than signaling a trading decision. Subsequent filings from Vanguard subsidiaries may show separate positions.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What did the Schedule 13G/A amendment for HRTG report?

The amendment reported that The Vanguard Group beneficially owns 0 shares (0%) of Heritage Insurance Holdings Inc. It lists no sole or shared voting or dispositive power and cites an internal realignment prompting disaggregated reporting by Vanguard subsidiaries.

Does the filing show Vanguard controls any Heritage shares?

No. The filing states Vanguard has 0 sole voting power, 0 shared voting power, and 0 sole or shared dispositive power over Heritage common stock, indicating no control or beneficial ownership reported in this amendment.

Why does the amendment mention an internal realignment?

The amendment explains Vanguard underwent an internal realignment and, per SEC Release No. 34-39538, certain subsidiaries now report beneficial ownership separately. This describes a change in reporting structure rather than a change in ownership of Heritage shares.

Who signed the Schedule 13G/A amendment for HRTG?

The amendment was signed by Ashley Grim, listed as Head of Global Fund Administration, with a signature date of 03/27/2026. The filing includes Vanguard's address and identifies the issuer as Heritage Insurance Holdings Inc.
Heritage Insurance Hldgs Inc

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