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SC 13G/A ·Filed Sep 25, 2026

HRTG

Heritage Insurance Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago SEC0001193805-26-001288
Passive stake amendment
Actionable Insight • Neutral

The group dissolution simplifies the ownership structure but does not change Hyer's individual stake. Monitor for any future conversion to a Schedule 13D if Hyer's investment intent shifts from passive to activist.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
HRTG ▲ +11.33% at T+20d
NEUTRAL call +11.33% · α vs SPY +11.37% · entry $33.26 → $37.03
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 25, 2026
via day close
T+1d
+0.69%
call +0.69% · α +0.88%
$33.49
settled 4w ago
T+5d
+2.19%
call +2.19% · α +0.99%
$33.99
settled 26d ago
T+20d
+11.33%
call +11.33% · α +11.37%
$37.03
settled 5d ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Raymond T. Hyer files an amended Schedule 13G disclosing beneficial ownership of 2,093,878 shares of Heritage Insurance Holdings, Inc. (7.04% of outstanding common stock). The filing also reports the dissolution of a previously existing Section 13(d) group effective August 27, 2026, with Hyer remaining the sole 5%+ beneficial owner. This is a routine passive ownership update with no change in Hyer's individual stake disclosed relative to prior filings.

Key Financial Metrics

Stake
7.04%
Investor
Raymond T. Hyer

Key Facts

  • Raymond T. Hyer reports beneficial ownership of 2,093,878 shares of Heritage Insurance common stock.
  • Ownership represents 7.04% of 29,732,416 shares outstanding as of August 2, 2026.
  • A previously reported Section 13(d) group was dissolved effective August 27, 2026.
  • Hyer remains the sole 5%+ beneficial owner after the group dissolution.
  • Filing is made under Rule 13d-1(c) (passive investor status).

Financial Impact

No financial impact — passive stake disclosure with group dissolution, no change in individual ownership percentage disclosed.

Risk Factors

  • Group dissolution could precede a change in investment strategy, though Hyer maintains passive certification.
  • No prior stake size disclosed for comparison — cannot assess accumulation or distribution trend.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0001193805-26-001288
Document: 0001193805-26-001288-index.html0001193805-26-001288
Document: 0001193805-26-001288.txt0001193805-26-001288
18 reports for HRTG
Performance horizon
67% Hit rate @ T+1 4 of 6 directional calls Went positive at some point 4 of 6 best @ T+60▲ +22.98%Mar 17, 2026
Filters
Rows
Reports for HRTG — sortable, filterable
TypeNow
Oct 19, 2026
8d ago
144
NEUTRAL ★ 2/10
$36.98 $37.08▲ +0.27%▼ −0.25%$36.21 (−2.08%)
Oct 19, 2026
8d ago
Press Release
NEUTRAL ★ 1/10
$36.98awaiting T+1—$36.21 (−2.08%)
Sep 25, 2026
4w ago
SC 13G/A
NEUTRAL ★ 3/10
$33.26 $33.49▲ +0.69%▲ +0.88%$36.21 (+8.87%)
Sep 22, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$33.07 $33.18▲ +0.33%▲ +0.41%$36.21 (+9.50%)
Sep 18, 2026
5w ago
144
NEUTRAL ★ 2/10
$34.15 $33.50▼ −1.90%▼ −1.89%$36.21 (+6.03%)
Sep 16, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$35.42 $34.42▲ +2.82%▲ +2.70%$36.21 (−2.23%)
Sep 11, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$35.09 $34.78▼ −0.88%▼ −0.42%$36.21 (+3.19%)
Sep 8, 2026
7w ago
Insider Cluster
BEARISH ★ 5/10
$34.05 $34.53▼ −1.41%▼ −2.01%$36.21 (−6.34%)
Aug 26, 2026
8w ago
Insider Cluster
BEARISH ★ 5/10
$34.15 $33.86▲ +0.85%▲ +0.62%$36.21 (−6.03%)
Aug 21, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$34.59 $34.20▼ −1.13%▼ −1.45%$36.21 (+4.68%)
Showing 10 of 18

US Market Status

Market Closed — Opens Thu (11h 4m)

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Report published Sep 25, 2026