HERITAGE INSURANCE HOLDINGS, INC.
Ownership & governance
Executives 3Directors 6Avg age 60Avg tenure 8.7y
EG
Ernesto Garateix
Chief Executive Officer
Age 54Since 2020-11-29Profile →
+8
Executives3
Board of directors6
RW
Richard Widdicombe→
Chairman
Age 67Since 2020-11-29
EG
Ernesto Garateix→
Director/Board Member
Age 54Since 2020-11-29
JV
Joseph Vattamattam→
Director/Board Member
Age 49Since 2014-03-31
PA
Panagiotis Apostolou→
Director/Board Member
Age 51Since 2012-07-31
IB
Irini Barlas→
Director/Board Member
Age 54Since 2014-08-11
PW
Paul Whiting→
Director/Board Member
Age 82Since 2023-03-02
Shareholders5
| Name | Stake | Shares |
|---|---|---|
| Raymond Hyer | 7.905 % | 2,399,263 |
| BlackRock Advisors LLC | 6.867 % | 2,084,267 |
| DFA Australia Ltd. | 3.875 % | 1,176,141 |
| Ernesto Garateix | 3.496 % | 1,060,955 |
| Vanguard Capital Management LLC | 3.299 % | 1,001,243 |
Catalog · 2026-07-09
Registry officers9
| Name | Role | Since | Shares |
|---|---|---|---|
| Ernesto Garateix | Chief Executive Officer | 2020-11-29 | - |
| Kirk Lusk | Director of Finance/CFO | 2017-12-31 | - |
| Richard Widdicombe | Chairman | 2020-11-29 | - |
| Ernesto Garateix | Director/Board Member | 2020-11-29 | - |
| Irini Barlas | Director/Board Member | 2014-08-11 | - |
| Joseph Vattamattam | Director/Board Member | 2014-03-31 | - |
| Panagiotis Apostolou | Director/Board Member | 2012-07-31 | - |
| Paul Whiting | Director/Board Member | 2023-03-02 | - |
Registry · as of 2026-07-09
Institutional (13F)
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Fund membership
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Street consensus
Consensus buyMean target 39Range 36–42Analysts 2
36Mean 3942
- Strong buy 1
- Buy 1
- Hold 1
Broker actions40 of 60
| Firm | Action | To | Target | Date |
|---|---|---|---|---|
| Truist Securities | Maintained | Buy | 42 | 2026-08-07 |
| Piper Sandler | Maintained | Overweight | 31 | 2026-07-15 |
| Truist Securities | Maintained | Buy | 36 | 2026-05-11 |
| Truist Securities | Maintained | Buy | 39 | 2026-03-10 |
| Truist Securities | Maintained | Buy | 37 | 2025-11-07 |
| Truist Securities | Maintained | Buy | 35 | 2025-09-19 |
| Piper Sandler | Maintained | Overweight | 28 | 2025-05-08 |
| Truist Securities | Maintained | Buy | 30 | 2025-05-08 |
| Citizens Capital Markets | Reiterated | Market Perform | — | 2025-03-13 |
| Piper Sandler | Upgrade | Overweight | 13 | 2024-08-09 |
| Truist Securities | Maintained | Buy | 12 | 2024-08-08 |
| JMP Securities | Reiterated | Market Perform | — | 2024-04-15 |
Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.