HERITAGE INSURANCE HLDGS INC COM is a security (CUSIP 42727J102) tracked across SEC portfolio filings. 192 institutional managers reported $477.0M on Form 13F as of 2026-06-30; 19 registered fund positions totaling $28.2M via N-PORT as of 2026-05-31.
Showing 15 of 192 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $57.5M | 2,190,370 |
| VANGUARD GROUP INC | Valley Forge, PA | $55.0M | 1,881,027 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $32.7M | 1,246,923 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $26.0M | 988,951 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $19.4M | 738,890 |
| Connor, Clark & Lunn Investment Management Ltd. | VANCOUVER, A1 | $14.5M | 550,867 |
| STATE STREET CORP | BOSTON, MA | $13.8M | 525,099 |
| PRUDENTIAL FINANCIAL INC | NEWARK, NJ | $12.9M | 492,092 |
| Pacific Ridge Capital Partners, LLC | LAKE OSWEGO, OR | $10.7M | 405,860 |
| MARSHALL WACE, LLP | LONDON, X0 | $9.8M | 374,906 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | FLORHAM PARK, NJ | $9.4M | 358,682 |
| AQR CAPITAL MANAGEMENT LLC | Greenwich, CT | $9.2M | 349,249 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $8.7M | 333,283 |
| MORGAN STANLEY | NEW YORK, NY | $7.5M | 285,084 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $7.2M | 274,542 |
Showing 15 of 19 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXPLORER FUND | VANGUARD EXPLORER FUND | $7.9M | 3.61% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $6.5M | 0.80% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $3.3M | 4.40% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $2.7M | 1.56% |
| VANGUARD MARKET NEUTRAL FUND | VANGUARD MONTGOMERY FUNDS | $2.0M | 47.29% |
| Small Cap Core Portfolio | Bernstein Fund Inc | $1.5M | 21.07% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $1.1M | 2.27% |
| VANGUARD U.S. MOMENTUM FACTOR ETF | VANGUARD WELLINGTON FUND | $936K | 5.10% |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | Goldman Sachs ETF Trust | $745K | 7.56% |
| Russell Investments U.S. Small Cap Equity ETF | Russell Investments Exchange Traded Funds | $423K | 85.62% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $317K | 0.05% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $297K | 0.10% |
| GMO U.S. Equity Fund | GMO TRUST | $118K | 5.37% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $90K | 2.16% |
| Longview Advantage ETF | RBB Fund Trust | $73K | 1.12% |