# HERITAGE INSURANCE HLDGS INC COM

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.

## Summary

- Issuer: HERITAGE INSURANCE HLDGS INC
- Class: COM
- CUSIP: 42727J102
- Asset category: EC
- 13F holders: 192
- 13F value: $477.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 19
- N-PORT value: $28.2M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 192 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $57.5M | 2,190,370 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | 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](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $19.4M | 738,890 |
| [Connor, Clark & Lunn Investment Management Ltd.](https://search.stillhousedata.com/firm/107557) | 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](https://search.stillhousedata.com/firm/152154) | LAKE OSWEGO, OR | $10.7M | 405,860 |
| [MARSHALL WACE, LLP](https://search.stillhousedata.com/firm/160885) | LONDON, X0 | $9.8M | 374,906 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | FLORHAM PARK, NJ | $9.4M | 358,682 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | 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](https://search.stillhousedata.com/firm/137137) | New York, NY | $7.2M | 274,542 |

## Top fund holders (N-PORT)

_Showing 15 of 19 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $7.9M | 3.61% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $6.5M | 0.80% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $3.3M | 4.40% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $2.7M | 1.56% |
| [VANGUARD MARKET NEUTRAL FUND](https://search.stillhousedata.com/fund/S000019457) | VANGUARD MONTGOMERY FUNDS | $2.0M | 47.29% |
| [Small Cap Core Portfolio](https://search.stillhousedata.com/fund/S000051867) | Bernstein Fund Inc | $1.5M | 21.07% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $1.1M | 2.27% |
| [VANGUARD U.S. MOMENTUM FACTOR ETF](https://search.stillhousedata.com/fund/S000061302) | VANGUARD WELLINGTON FUND | $936K | 5.10% |
| [Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF](https://search.stillhousedata.com/fund/S000048296) | Goldman Sachs ETF Trust | $745K | 7.56% |
| [Russell Investments U.S. Small Cap Equity ETF](https://search.stillhousedata.com/fund/S000089990) | Russell Investments Exchange Traded Funds | $423K | 85.62% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $317K | 0.05% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $297K | 0.10% |
| [GMO U.S. Equity Fund](https://search.stillhousedata.com/fund/S000004081) | GMO TRUST | $118K | 5.37% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $90K | 2.16% |
| [Longview Advantage ETF](https://search.stillhousedata.com/fund/S000086399) | RBB Fund Trust | $73K | 1.12% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/42727J102.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.