HRTG
Heritage Insurance Holdings, Inc.
NYSE Financial Services United States
34,54 $US
+1.62% today
+26.61% YTD · +39.05% 1Y
11
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
23
Hedge funds tracked
Latest available SEC 13F filings
70
/ 100
STRONG

Analysis Heritage Insurance Holdings, Inc. (HRTG) — Kairos Score 70/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Heritage Insurance Holdings, Inc.

Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. It offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; and commercial residential property insurance in Florida, Hawaii, New Jersey, and New York. The company also provides homeowners insurance, condo insurance, dwelling fire, equipment coverage, and artisan contractor program. It offers insurance products through a network of independent agents. The company was founded in 2012 and is headquartered in Tampa, Florida.

Key info

👔
CEO
Mr. Ernesto Jose Garateix CPCU
📍
HQ
1401 N. Westshore Blvd., Tampa, FL, 33607, United States
👥
Employees
542
💰
Market cap
1 010 604 860,00 $US
📊
P/E
4.7
💸
Dividend yield
—

🕴️ Insider activity (90 days)

11 transactions — 0 buys and 11 sales reported by Heritage Insurance Holdings, Inc. executives.

JT
JOHNS TIMOTHY E
See Remarks · 2026-09-18
Sell
GE
Garateix Ernie J
Chief Executive Officer · 2026-09-14
Sell
BS
Binnun Sharon
Chief Accounting Officer · 2026-09-09
Sell

🏦 Hedge Funds

23 institutional funds report a position on HRTG in their latest SEC quarterly filing.

BlackRock, Inc.
VANGUARD GROUP INC
DIMENSIONAL FUND ADVISORS LP
AMERICAN CENTURY COMPANIES INC
VANGUARD CAPITAL MANAGEMENT LLC

📰 Recent news

15 recent articles on HRTG.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as Heritage Insurance Holdings, Inc.

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of HRTG on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 11 insider transactions over 90 days
✅ All 23 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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