Pacific Ridge Capital Partners, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1591546
LAKE OSWEGO, OR
Position in HRTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,052,075
+$2,398,250 QoQ
Shares Held
500,463
+23.3% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#9
of 187 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Pacific Ridge Capital Partners, LLC holds $24,789,766 across 3 Insurance - Property & Casualty names. HRTG ranks #1 (52.7% of the industry book) .
All Filings in HRTG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,052,075 | 500,463 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,653,825 | 405,860 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,883,344 | 371,953 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,555,832 | 458,929 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,995,434 | 360,683 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,191,289 | 776,095 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,844,039 | 813,557 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,446,350 | 608,362 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,674,725 | 660,272 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,320,735 | 687,393 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,906,174 | 905,855 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,389,703 | 984,546 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,887,371 | 1,009,707 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,161,854 | 1,026,576 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,574,344 | 874,636 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,735,252 | 767,811 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,073,997 | 785,605 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,078,410 | 851,318 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,909,541 | 834,956 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,921,076 | 722,625 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,470,864 | 754,180 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,305,867 | 749,627 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,601,261 | 552,938 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,551,862 | 548,603 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $7,458,394 | 569,778 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,410,809 | 505,211 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||