XOOMAR

Heritage Insurance Holdings, Inc. (HRTG)

Every FINRA and SEC series the site collects for Heritage Insurance Holdings, Inc.: short interest with days to cover, daily short sale volume, fails to deliver and Form 4 insider trades. Listed on NYSE, classified by the SEC as fire, marine & casualty insurance.

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800K

Short interest

settlement 2026-08-31

3.3

Days to cover

+20.9% vs prior

35.8%

Short share of volume

2026-09-11

193

Fails to deliver

settlement 2026-08-14

-$2.8M

Insider flow, 90 days

0 buys, 11 sells

As of 2026-09-11.

Short interest

FINRA, twice a month; the last 12 months shown, all 48 settlements in the JSON

As of 31 August 2026, short interest in HRTG is 800,218 shares, up 55,683 shares over the last month. Over the last 48 readings it ranged from 654,118 shares (28 February 2025) to 2,162,735 shares (30 June 2025). The latest reading sits at the bottom of that range. At the reported average volume of 239K shares a day that is 3.3 days to cover.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-08-31800,218+20.9%239,3583.34
2026-08-14661,848-11.1%407,8021.62
2026-07-31744,535-18.9%283,9832.62
2026-07-15918,505-6.3%282,6653.25
2026-06-30980,718+2.4%571,9811.71
2026-06-15957,509-5.7%472,4912.03
2026-05-291,015,087-8.4%463,5622.19
2026-05-151,107,631-0.1%608,8881.82
2026-04-301,108,555+7.3%316,2393.51
2026-04-151,032,635-29.2%249,4184.14
2026-03-311,459,256-3.1%277,5415.26
2026-03-131,505,639+16.4%367,1914.10
2026-02-271,292,970+14.7%434,7772.97
2026-02-131,127,435-9.4%271,9104.15
2026-01-301,244,370-8.1%224,3035.55
2026-01-151,353,796+2.2%394,3673.43
2025-12-311,324,469-17.8%253,0225.23
2025-12-151,612,152+0.1%347,5644.64
2025-11-281,609,987+7.1%488,1313.30
2025-11-141,502,725+18.3%542,0712.77
2025-10-311,270,717+5.6%350,1053.63
2025-10-151,203,671-26.5%534,4822.25
2025-09-301,637,233-19.4%784,8722.09
2025-09-152,032,458+3.0%363,5915.59

Daily short volume

FINRA Reg SHO, last 60 sessions. JSON

As of 11 September 2026, the short share of HRTG volume is 35.8%, down 17.4 points over the last five sessions. Over the last 52 readings it ranged from 22.7% (13 July 2026) to 65.0% (8 September 2026). The latest reading is 11.0 points below the 30-session average of 46.8%, on 90K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-09-1132K90K35.8%1,708
2026-09-1032K63K50.1%0
2026-09-0942K91K45.7%0
2026-09-0849K75K65.0%35
2026-09-0468K124K55.1%0
2026-09-0339K73K53.2%0
2026-09-0242K88K48.0%0
2026-09-0123K47K48.6%0
2026-08-3126K63K40.9%0
2026-08-2820K65K31.0%0
2026-08-2720K58K33.8%0
2026-08-2627K68K40.0%0
2026-08-2538K90K42.3%0
2026-08-2433K111K30.0%0
2026-08-2141K69K59.7%0
2026-08-2024K62K38.9%0
2026-08-1928K58K49.1%0
2026-08-1834K70K47.9%0
2026-08-1761K106K57.5%1
2026-08-1446K102K45.4%0
2026-08-1349K104K47.4%0
2026-08-1277K120K63.6%0
2026-08-1137K86K42.6%0
2026-08-1082K151K54.6%0
2026-08-0764K161K40.1%0
2026-08-06203K362K56.1%189
2026-08-0541K86K47.4%0
2026-08-0440K110K36.2%2
2026-08-0375K127K58.9%0
2026-07-3130K78K38.0%0

Fails to deliver

SEC, by settlement date. JSON

As of 14 August 2026, the fails-to-deliver balance in HRTG is 193 shares, up 31 shares over the last settlement date. Over the last 52 readings it ranged from 4 shares (11 March 2026) to 14,772 shares (6 August 2026). The latest reading sits at the bottom of that range.

SettlementShares failedPriceValue
2026-08-14193$33.27$6K
2026-08-13162$32.96$5K
2026-08-117$32.71$229
2026-08-0614,772$30.23$447K
2026-08-03195$29.37$6K
2026-07-16169$26.25$4K
2026-07-0812,824$27.20$349K
2026-07-071,865$27.43$51K
2026-07-0618$27.12$488
2026-06-293,515$25.86$91K
2026-06-221,200$23.27$28K
2026-05-0558$28.43$2K
2026-04-21100$27.31$3K
2026-04-166,680$26.68$178K
2026-04-026,005$25.19$151K
2026-03-2426$26.78$696
2026-03-20179$26.62$5K
2026-03-164,720$28.23$133K
2026-03-1313$28.14$366
2026-03-114$26.56$106
2026-01-066$26.92$162
2025-12-2271$28.96$2K
2025-12-19787$29.91$24K
2025-11-05325$23.91$8K
2025-11-0437$23.23$860
2025-10-141,775$25.17$45K
2025-09-222,602$28.40$74K
2025-08-05199$21.21$4K
2025-07-22240$21.93$5K
2025-07-187,397$21.54$159K

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

Insiders at HRTG reported 11 open-market sells worth $2.8M in the last 90 days and no open-market buys. Sells alone are a weak signal; insiders sell for tax, diversification and estate reasons all the time. Latest filing: Binnun Sharon (Chief Accounting Officer) on 2026-09-09.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-09-09Binnun SharonChief Accounting OfficerSell7K$33.81$222K81K
2026-09-03Garateix Ernie JChief Executive OfficerSell3K$35.10$88K1.0M
2026-09-01Binnun SharonChief Accounting OfficerSell9K$33.91$312K87K
2026-08-24Garateix Ernie JChief Executive OfficerSell10K$34.88$349K1.0M
2026-08-19JOHNS TIMOTHY ESee RemarksSell4K$33.68$118K25K
2026-08-18Garateix Ernie JChief Executive OfficerSell5K$34.55$173K1.1M
2026-08-17Lusk KirkChief Financial OfficerSell10K$34.16$342K493K
2026-08-17Garateix Ernie JChief Executive OfficerSell5K$34.31$172K1.1M
2026-08-10Moura TimothySee RemarksSell15K$32.49$491K145K
2026-08-03Binnun SharonChief Accounting OfficerSell9K$30.03$276K96K
2026-06-22Binnun SharonChief Accounting OfficerSell9K$24.36$224K115K
2026-06-11WHITING PAUL LDirectorGift10K$0.00$096K
2026-06-10WIDDICOMBE RICHARD ADirector,OtherGrant3K$0.00$0452K
2026-06-10Barlas IriniDirectorGrant3K$0.00$071K
2026-06-10WHITING PAUL LDirectorGrant3K$0.00$0106K
2026-06-10Vattamattam JosephDirectorGrant3K$0.00$064K
2026-06-10Apostolou Panagiotisn/aGrant3K$0.00$0170K
2026-05-19WHITING PAUL Ln/aBuy1K$24.45$24K103K
2026-05-19WHITING PAUL Ln/aBuy15K$23.50$353K102K
2026-05-01Binnun SharonChief Accounting OfficerSell9K$28.99$267K124K
2026-04-20Garateix Ernie JChief Executive OfficerSell300$28.40$9K1.1M
2026-04-20Garateix Ernie JChief Executive OfficerSell8K$27.52$221K1.1M
2026-04-02Moura TimothySee RemarksSell16K$26.08$426K160K
2026-04-02Moura TimothySee RemarksSell8K$25.13$212K176K
2026-04-01Moura TimothySee RemarksSell1K$26.21$29K185K
2026-04-01Moura TimothySee RemarksSell25K$25.78$635K186K
2026-04-01Binnun SharonChief Accounting OfficerSell500$26.19$13K133K
2026-04-01Binnun SharonChief Accounting OfficerSell9K$25.69$223K134K
2026-03-20Garateix Ernie JChief Executive OfficerSell8K$25.39$212K1.1M
2026-03-19Moura TimothySee RemarksSell910$27.43$25K211K
2026-03-19Moura TimothySee RemarksSell28K$26.60$751K211K
2026-03-17Binnun SharonChief Accounting OfficerSell8K$28.35$224K142K
2026-03-12Moura TimothySee RemarksTax withholding48K$28.14$1.3M240K
2026-03-12Lusk KirkChief Financial OfficerTax withholding73K$28.14$2.0M503K
2026-03-12JOHNS TIMOTHY ESee RemarksTax withholding11K$28.14$298K29K
2026-03-12Garateix Ernie JChief Executive OfficerTax withholding150K$28.14$4.2M1.1M
2026-03-12Binnun SharonChief Accounting OfficerTax withholding36K$28.14$1.0M150K
2026-03-05Moura TimothySee RemarksGrant16K$0.00$0287K
2026-03-05Moura TimothySee RemarksGrant4K$0.00$0271K
2026-03-05Lusk KirkChief Financial OfficerGrant27K$0.00$0575K
2026-03-05Lusk KirkChief Financial OfficerGrant15K$0.00$0548K
2026-03-05JOHNS TIMOTHY ESee RemarksGrant2K$0.00$040K
2026-03-05JOHNS TIMOTHY ESee RemarksGrant764$0.00$038K
2026-03-05Garateix Ernie JChief Executive OfficerGrant81K$0.00$01.2M
2026-03-05Garateix Ernie JChief Executive OfficerGrant26K$0.00$01.1M
2026-03-05Binnun SharonChief Accounting OfficerGrant12K$0.00$0187K
2026-03-05Binnun SharonChief Accounting OfficerGrant3K$0.00$0174K
2026-02-20Garateix Ernie JChief Executive OfficerSell200$24.85$5K1.1M
2026-02-20Garateix Ernie JChief Executive OfficerSell8K$24.10$196K1.1M
2026-01-20Garateix Ernie JChief Executive OfficerSell100$26.67$3K1.1M

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are the rarer, stronger signal.

Planned sales (Form 144)

Newest first. JSON

9 Form 144 notices on file for HRTG worth $2.0M at the prices reported; 9 in the last 90 days worth $2.0M. Latest: SHARON ANN BINNUN filed on 2026-09-09 to sell 6,565 shares ($222K) from 2026-09-09.

FiledSellerSharesMarket valueOf outstandingSale fromBroker
2026-09-09SHARON ANN BINNUNOfficer7K$222K0.022%2026-09-09Morgan Stanley Smith Barney LLC Executive Financial Services
2026-09-03ERNESTO J GARATEIXOfficer3K$88K0.008%2026-09-03Morgan Stanley Smith Barney LLC Executive Financial Services
2026-09-01SHARON BINNUNOfficer9K$309K0.031%2026-09-01Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-24ERNESTO J GARATEIXOfficer10K$349K0.034%2026-08-24Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-19TIMOTHY JOHNSOfficer4K$118K0.012%2026-08-19Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-18ERNESTO J GARATEIXOfficer5K$173K0.017%2026-08-18Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-17KIRK H LUSKOfficer10K$342K0.034%2026-08-17Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-17ERNESTO J GARATEIXOfficer5K$171K0.017%2026-08-17Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-03SHARON BINNUNOfficer9K$270K0.030%2026-08-03Morgan Stanley Smith Barney LLC Executive Financial Services

Large holders (13D and 13G)

One row per reporting person, newest filing first. JSON

1 holder above 5% has filed on HRTG, all on Schedule 13G (passive). The largest reported stake is The Vanguard Group at 0.0% of the class (0 shares), filed 2026-03-27 for an event on 2026-03-13.

FiledFormHolderSharesOf classEvent
2026-03-2713G/Ano. 1The Vanguard Groupinvestment adviser00.0%2026-03-13
2025-10-3013GThe Vanguard Groupinvestment adviser1.6M5.3%2025-09-30

13F holders

Tracked managers holding HRTG at their latest 13F. JSON

7 of the 30 tracked managers held HRTG at their latest 13F, $44.2M in total at quarter-end prices. AQR Capital Management is the largest at $9.5M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 6 added shares and 1 cut.

FundQuarterSharesValueOf portfolioChange in shares
AQR Capital Management2026-06-30366K$9.5M0.00%+17K
Two Sigma Investments2026-06-30360K$9.4M0.01%+85K
Citadel Advisors2026-06-30311K$8.1M0.00%+106K
Millennium Management2026-06-30248K$6.5M0.00%+17K
D. E. Shaw & Co.2026-06-30151K$3.9M0.00%+143K
Point72 Asset Management2026-06-30130K$3.4M0.00%+96K
Renaissance Technologies2026-06-30129K$3.4M0.00%-44K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

Financials

SEC XBRL, as filed. JSON

In Q2 2026 (quarter ended 2026-06-30) Heritage Insurance Holdings, Inc. reported revenue of $214.2M, up 3.0% from the same quarter a year earlier, and net income of $61.7M (2.05 diluted EPS). In FY 2025 it generated $182.2M of operating cash flow. As of 2026-06-30, cash was $587.6M against $71.3M of debt.

Cash
$587.6M
Debt
$71.3M
Equity
$567.7M
Total assets
$2.45B
Shares outstanding
29,732,416

Quarterly, last 8 quarters

QuarterPeriod endRevenueNet incomeMarginDiluted EPS
Q2 20262026-06-30$214.2M$61.7M28.8%2.05
Q1 20262026-03-31$212.7M$36.5M17.2%1.19
Q4 20252025-12-31$215.3M$66.7M31.0%2.15
Q3 20252025-09-30$212.5M$50.4M23.7%1.63
Q2 20252025-06-30$208.0M$48.0M23.1%1.55
Q1 20252025-03-31$211.5M$30.5M14.4%0.99
Q4 20242024-12-31$210.3M$20.3M9.7%0.66
Q3 20242024-09-30$211.8M$8.2M3.8%0.27

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-31$847.3Mn/a$182.2M$8.1Mn/an/a
FY 20242024-12-31$817.0Mn/a$87.1M$8.2M$0n/a
FY 20232023-12-31$735.5Mn/a$70.4M$9.9M$0$11K
FY 20222022-12-31$662.5M-$154.4M-$34.3M$8.6M$7.3M$4.8M
FY 20212021-12-31$631.6M-$74.7M$60.1M$1.0M$8.2M$6.7M

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are cash paid to repurchase common stock in the year (XBRL PaymentsForRepurchaseOfCommonStock), not authorizations. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-08-02 from the cover page.

What this page is

Heritage Insurance Holdings, Inc. in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page pulls every series the site collects for one ticker onto one URL, keyed by the SEC's own ticker list, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a summary sentence built from the rows (last value, change, range with dates) and its own JSON and CSV links. Nothing on the page is written by a model; the sentences change only when the data does. A page exists only for companies with data in at least two series, and every section says when its source last updated.

This page follows Heritage Insurance Holdings, Inc. (HRTG), SEC CIK 1598665, listed on NYSE, classified by the SEC as fire, marine & casualty insurance. The cross-market tables live on the short interest and insider transactions hubs.

Source and method

Short interest
FINRA consolidated short interestTwice a month, about eight business days after settlement. Latest 2026-08-31.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesEvery trading day, loaded the following morning. Latest 2026-09-11.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataTwice a month, a few weeks after the half month ends. Latest 2026-08-14.JSON and CSV
Planned sales
SEC EDGAR Form 144EDGAR read every 30 minutes; a notice is filed on or before the sell order. Latest 2026-09-09.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GEDGAR read every 30 minutes; 13D within five business days of crossing 5%, 13G on the passive schedule. Latest 2026-03-27.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRQuarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials
SEC XBRL company factsRefreshed weekly from the SEC's structured data; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
Insider trades
SEC EDGAR Form 4EDGAR read every 30 minutes; filings are due two business days after the trade. Latest 2026-09-09.JSON and CSV
Company record
EDGAR filing index for CIK 1598665Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
30 requests a minute without a key, 120 a minute with a key from a free account.

Data checks. Every dataset is checked against its source once a day. This dataset passed the last run, 14 Sep 05:40 UTC.

How to read it

  • Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
  • Insider buys next to a crowded short are the combination that has historically preceded squeezes; insider sells next to a crowded short are common and mean little.
  • Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Datasets

Frequently Asked Questions

How much of HRTG is sold short?
800,218 shares were held short at the 2026-08-31 settlement, 3.3 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is HRTG's daily short volume?
On 2026-09-11, 32,110 of the 89,734 HRTG shares reported to FINRA were sold short, 35.8% of the day's reported volume. Short volume is a flow for one day, not a position.
Does HRTG have fails to deliver?
The SEC's latest file shows 193 HRTG shares failed to deliver at settlement 2026-08-14. Fails are reported per settlement date and published twice a month with a lag.
Are HRTG insiders buying or selling?
Insiders at HRTG reported 11 open-market sells worth $2.8M in the last 90 days and no open-market buys. Sells alone are a weak signal; insiders sell for tax, diversification and estate reasons all the time. Latest filing: Binnun Sharon (Chief Accounting Officer) on 2026-09-09.
Have HRTG insiders filed to sell?
9 Form 144 notices on file for HRTG worth $2.0M at the prices reported; 9 in the last 90 days worth $2.0M. Latest: SHARON ANN BINNUN filed on 2026-09-09 to sell 6,565 shares ($222K) from 2026-09-09.
Who owns more than 5% of HRTG?
1 holder above 5% has filed on HRTG, all on Schedule 13G (passive). The largest reported stake is The Vanguard Group at 0.0% of the class (0 shares), filed 2026-03-27 for an event on 2026-03-13.
What did HRTG report last quarter?
In Q2 2026 (quarter ended 2026-06-30) Heritage Insurance Holdings, Inc. reported revenue of $214.2M, up 3.0% from the same quarter a year earlier, and net income of $61.7M (2.05 diluted EPS). In FY 2025 it generated $182.2M of operating cash flow. As of 2026-06-30, cash was $587.6M against $71.3M of debt.
Which funds hold HRTG?
7 of the 30 tracked managers held HRTG at their latest 13F, $44.2M in total at quarter-end prices. AQR Capital Management is the largest at $9.5M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 6 added shares and 1 cut.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.