{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/HRTG",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Heritage Insurance Holdings, Inc. (NYSE: HRTG) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nHeritage Insurance Holdings, Inc. is listed on the NYSE under the ticker HRTG. Its ISIN is US42727J1025 and its LEI is 9845008CCYDD87F66B45. Its security type is Corporate, its sector is 6331 Fire, Marine & Casualty Insurance, and its jurisdiction is United States, Delaware. Its segment is not on the record. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 109 filings in the twelve months to 2026-11-08, on 69 filing days. Of these, 52 are directors' dealings, 43 are regulatory filings, 10 are results, 3 are AGM/EGM filings and 1 is corporate news. The median gap between filing days is 3.0 days, against 6.0 days for the NYSE and 5.0 days for the sector. The latest filing is a results filing dated 2026-11-06, two days before the record date. The median latency is 4.0 days for the NYSE and 3 days for the sector, and the issuer's median is not stated in this line beyond the figures given. The NYSE median filing count is 64.0 and the sector median is 80.\n\n## Auditor\n\nThe auditor of record is not on the record, because the latest annual report cover carries no dei:AuditorName tag. The auditor's location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change or segment move lines. The domicile change is not on the record, because EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, because the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read. The count is 0.\n\n## Open research\n\nNo openly published research notes were found. The count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe record holds the issuer as sealed for the years 2021 through 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12. The market's vintage is sealed.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0001598665.json (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/HRTG (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.us-cm-kg.ai/record/NYSE/HRTG (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "market": "US",
    "reason": "no dei:AuditorName tag on the latest annual report cover (foreign private issuers and older filings carry none)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "US",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "US",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/HRTG",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 85,
     "median_cadence_gap_days": 5,
     "median_filings": 80,
     "median_latency_days": 3,
     "name": "6331 Fire, Marine & Casualty Insurance"
    }
   },
   "by_type": {
    "agm_egm": 3,
    "corporate_news": 1,
    "directors_dealings": 52,
    "regulatory_filing": 43,
    "results": 10
   },
   "cadence_median_gap_days": 3,
   "filing_days": 69,
   "filings": 109,
   "latency_days": 2,
   "latest": [
    {
     "category": "10-Q",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1598665/000119312526451363/hrtg-20260930.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    },
    {
     "category": "8-K",
     "date": "2026-10-28",
     "source": "https://www.sec.gov/Archives/edgar/data/1598665/000119312526436203/hrtg-20261028.htm",
     "title": "8-K — 8-K (items 2.02,9.01)",
     "type": "results"
    },
    {
     "category": "4",
     "date": "2026-10-21",
     "source": "https://www.sec.gov/Archives/edgar/data/1598665/000146999826000014/xslF345X06/wk-form4_1792616695.xml",
     "title": "4 — FORM 4",
     "type": "directors_dealings"
    },
    {
     "category": "144",
     "date": "2026-10-19",
     "source": "https://www.sec.gov/Archives/edgar/data/1598665/000195004726010303/xsl144X01/primary_doc.xml",
     "title": "144",
     "type": "regulatory_filing"
    },
    {
     "category": "SCHEDULE 13G/A",
     "date": "2026-09-25",
     "source": "https://www.sec.gov/Archives/edgar/data/1598665/000119380526001288/xslSCHEDULE_13G_X02/primary_doc.xml",
     "title": "SCHEDULE 13G/A",
     "type": "regulatory_filing"
    }
   ],
   "latest_filing_date": "2026-11-06",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/HRTG",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-09-21",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US42727J1025"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001598665.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US42727J1025)",
    "state": "sourced",
    "value": "9845008CCYDD87F66B45"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001598665.json",
    "state": "sourced",
    "value": "Heritage Insurance Holdings, Inc."
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001598665.json",
    "state": "sourced",
    "value": "6331 Fire, Marine & Casualty Insurance"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001598665.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "HRTG"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:259397bc134af786b0c384b920eda07767a060ffebca8c79ce98f712d7bc7c3b",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/HRTG",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:259397bc134af786b0c384b920eda07767a060ffebca8c79ce98f712d7bc7c3b",
 "path": "/us/NYSE/HRTG",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "Heritage Insurance Holdings, Inc. is listed on the NYSE under the ticker HRTG. Its ISIN is US42727J1025 and its LEI is 9845008CCYDD87F66B45. Its security type is Corporate, its sector is 6331 Fire, Marine & Casualty Insurance, and its jurisdiction is United States, Delaware. Its segment is not on the record. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 109 filings in the twelve months to 2026-11-08, on 69 filing days. Of these, 52 are directors' dealings, 43 are regulatory filings, 10 are results, 3 are AGM/EGM filings and 1 is corporate news. The median gap between filing days is 3.0 days, against 6.0 days for the NYSE and 5.0 days for the sector. The latest filing is a results filing dated 2026-11-06, two days before the record date. The median latency is 4.0 days for the NYSE and 3 days for the sector, and the issuer's median is not stated in this line beyond the figures given. The NYSE median filing count is 64.0 and the sector median is 80.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is not on the record, because the latest annual report cover carries no dei:AuditorName tag. The auditor's location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting, name change or segment move lines. The domicile change is not on the record, because EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, because the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read. The count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found. The count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The record holds the issuer as sealed for the years 2021 through 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12. The market's vintage is sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001598665.json"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/HRTG"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/HRTG"
  }
 ],
 "title": "Heritage Insurance Holdings, Inc. (HRTG) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}