HRTG — Heritage Insurance Hldgs Inc Com Institutional Holders · Q3 2026
Who owns Heritage Insurance Hldgs Inc Com (HRTG)? 5 institutions reported holding $23,504 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($11,967), GAMMA Investing LLC ($7,691), Versant Capital Management, Inc ($2,851).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $11,967 | 361 | Added |
| 2 | GAMMA Investing LLC | $7,691 | 232 | Added |
| 3 | Versant Capital Management, Inc | $2,851 | 86 | Hold |
| 4 | CoreCap Advisors, LLC | $995 | 30 | New |
| 5 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30