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[SCHEDULE 13G] Heritage Insurance Holdings, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary

The Vanguard Group filed a Schedule 13G reporting a passive stake in Heritage Insurance Holdings (HRTG). Vanguard beneficially owned 1,646,731 shares, representing 5.3% of the common stock as of 09/30/2025.

The filing shows sole voting power: 0; shared voting power: 174,203; sole dispositive power: 1,464,363; and shared dispositive power: 182,368. Vanguard certified the shares were acquired and are held in the ordinary course and not to influence control. The stake is held on behalf of clients, and no single other person’s interest exceeds 5%.

Positive
  • None.
Negative
  • None.





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)






SCHEDULE 13G





SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:10/30/2025

FAQ

What stake in HRTG did The Vanguard Group report on Schedule 13G?

Vanguard reported beneficial ownership of 1,646,731 shares, or 5.3% of HRTG’s common stock.

What voting powers did Vanguard report for HRTG?

Vanguard reported sole voting power: 0 and shared voting power: 174,203 shares.

What dispositive powers did Vanguard disclose for HRTG?

Vanguard reported sole dispositive power: 1,464,363 and shared dispositive power: 182,368 shares.

Is Vanguard’s HRTG position passive or activist?

Vanguard certified the shares were acquired and held in the ordinary course and not to influence control.

What is the event date for Vanguard’s HRTG ownership report?

The date of event was 09/30/2025.

Under which capacity did Vanguard file the 13G for HRTG?

Vanguard filed as an investment adviser (IA) under Rule 13d‑1(b).

Who holds economic interests in the reported HRTG shares?

Vanguard’s clients, including registered investment companies and managed accounts; no single other person exceeds 5%.
Heritage Insurance Hldgs Inc

NYSE:HRTG

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732.95M
24.33M
22%
60.79%
6.36%
Insurance - Property & Casualty
Fire, Marine & Casualty Insurance
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United States
TAMPA