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Nuveen, LLC

Position in HRTG — Heritage Insurance Holdings, Inc.

CIK 1871926 CHARLOTTE, NC

Position in HRTG

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$7,928,736
+$3,468,914 QoQ
Shares Held
304,016
+78.9% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 187 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HRTG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Nuveen, LLC holds $2,338,348,401 across 41 Insurance - Property & Casualty names. HRTG ranks #23 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HRTG

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,928,736 304,016
2026-03-31 $4,459,822 169,898
2025-12-31 $4,958,223 169,454
2025-09-30 $1,514,500 60,147
2025-06-30 $1,434,373 57,513
2025-03-31 $1,494,502 103,641