Vanguard discloses 1,646,731 HRTG shares owned (5.3%) in 13G
Filing Impact
Filing Sentiment
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.
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).