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HERITAGE INSURANCE HOLDINGS INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and HERITAGE INSURANCE HOLDINGS INC.’s Form 8-K, filed 2025-06-11 (Item 5.07 on EDGAR). Page generated 02 October 2026.

  • 10Ballot items
  • 161Asset managers
  • 1,599Fund votes
  • 2025-06-10Meeting date

Proxy season: 2024-2025 2025-2026

Explore HERITAGE INSURANCE HOLDINGS INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by HERITAGE INSURANCE HOLDINGS INC.

These tallies are HERITAGE INSURANCE HOLDINGS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-06-11 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

HERITAGE INSURANCE HOLDINGS INC. — official shareholder meeting results, meeting held 2025-06-10
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Ernie Garateix 19,933,171---- 214,6895,020,784 Majority: yes
Elect Director: Richard Widdicombe 10,493,031---- 9,654,8295,020,784 Majority: yes
Elect Director: Panagiotis (Pete) Apostolou 18,704,855---- 1,443,0055,020,784 Majority: yes
Elect Director: Irini Barlas 18,287,543---- 1,860,3175,020,784 Majority: yes
Elect Director: Mark Berset 19,481,890---- 665,9705,020,784 Majority: yes
Elect Director: Joseph Vattamattam 17,967,325---- 2,180,5355,020,784 Majority: yes
Elect Director: Paul L. Whiting 18,043,683---- 2,104,1775,020,784 Majority: yes
Proposal 2: Ratification of Appointment of Plante & Moran, PLLC to Serve as Independent Registered Public Accounting Firm The ratification of Plante & Moran, PLLC to serve as the Company's independent registered public accounting firm for the fiscal year endin 25,009,441132,89626,307 ---- Majority: yes
Proposal 3: Approval, on an Advisory Basis, of the Compensation of the Company's Named Executive Officers The results of the vote to approve, on an advisory basis, the compensation of the Company's named executive officers was as follows: 15,111,2794,260,104776,477 --5,020,784 Majority: yes
Proposal 4: Approval of an Amendment to the Company's 2023 Omnibus Incentive Plan to Increase the Number of Authorized Shares The results of the vote to approve an amendment to the Company's 2023 Omnibus Incentive Plan to increase the number of authorized shar 16,765,9953,059,933321,932 --5,020,784 Majority: yes

Source: HERITAGE INSURANCE HOLDINGS INC., Form 8-K, filed with the SEC on 2025-06-11 — read the filing on EDGAR.

How asset managers voted at the HERITAGE INSURANCE HOLDINGS INC. 2024-2025 meeting

Each item below shows how the 161 asset managers that disclosed a HERITAGE INSURANCE HOLDINGS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.

1. APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

78% Majority: yes · of votes cast

FOR 78%AGAINST 22%
FOR: 15,111,279AGAINST: 4,260,104

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Proposal 3: Approval, on an Advisory Basis, of the Compensation of the Company's Named Executive Officers The results of the vote to approve, on an advisory basis, the compensation of the Company's named executive office”): 15,111,279 for, 4,260,104 against, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 48.8% for, 14% against (63% of the company cast a for/against vote).

The 160 asset managers below cast 71% of the shares they voted on this item FOR (9,689,874 for, 3,873,451 against).

FOR 69%AGAINST 27%
FOR: 9,689,874 (68.6%)AGAINST: 3,873,451 (27.4%)ABSTAIN: 552,275 (3.9%)
Largest asset managers voting on “APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,827,61417,070 00For
American Century01,379,592 00Against
Vanguard1,335,6160 00For
Invesco765,2180 00For
Fidelity685,4620 00For
MARSHALL WACE, LLP0630,365 00Against
Dimensional0599,020 00Against
GEODE CAPITAL MANAGEMENT, LLC512,4360 00For
State Street413,6520 00For
AQR400,2600 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP334,9750 00For
JACOBS LEVY EQUITY MANAGEMENT, INC279,6690 00For
RBB FUND, INC.34,1120 244,7670Abstain
SEGALL BRYANT & HAMILL, LLC267,4760 00For
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM0242,834 00Against
Northern Trust223,5370 00For
Renaissance222,5480 00For
AMERIPRISE FINANCIAL INC188,7390 00For
Pacific Ridge Capital Partners, LLC00 182,4640Abstain
BRIDGEWAY CAPITAL MANAGEMENT, LLC0167,464 00Against
BRIDGEWAY FUNDS INC0158,764 00Against
Columbia Threadneedle151,2370 00For
Two Sigma145,4570 00For
Charles Schwab133,7480 00For
EA Series Trust00 125,0440Abstain

Showing the 25 largest of 160 asset managers. See all 160 in the interactive database.

2. APPROVE AN AMENDMENT TO THE COMPANY'S 2023 OMNIBUS INCENTIVE PLAN TO INCREASE THE NUMBER OF AUTHORIZED SHARES BY 1,800,000 SHARES

COMPENSATIONMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

85% Majority: yes · of votes cast

FOR 85%AGAINST 15%
FOR: 16,765,995AGAINST: 3,059,933

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Proposal 4: Approval of an Amendment to the Company's 2023 Omnibus Incentive Plan to Increase the Number of Authorized Shares The results of the vote to approve an amendment to the Company's 2023 Omnibus Incentive Plan t”): 16,765,995 for, 3,059,933 against, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 54.1% for, 10% against (64% of the company cast a for/against vote).

The 57 asset managers below cast 83% of the shares they voted on this item FOR (4,686,038 for, 934,865 against).

FOR 83%AGAINST 17%
FOR: 4,686,038 (83.4%)AGAINST: 934,865 (16.6%)
Largest asset managers voting on “APPROVE AN AMENDMENT TO THE COMPANY'S 2023 OMNIBUS INCENTIVE PLAN TO INCREASE THE NUMBER OF AUTHORIZED SHARES ” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock936,3190 00For
American Century0676,837 00Against
Fidelity568,0910 00For
Dimensional455,5750 00For
BRIDGEWAY FUNDS INC158,7640 00For
Columbia Threadneedle151,2370 00For
EA Series Trust125,0440 00For
Nationwide119,620979 00For
TIAA103,6410 00For
First Trust70,8950 00For
Charles Schwab066,874 00Against
TARGET PORTFOLIO TRUST65,4000 00For
Invesco62,6890 00For
Northern Trust56,8930 00For
SEI052,757 00Against
Equitable51,9560 00For
AQR51,7820 00For
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial39,2812,171 00For
QUANTITATIVE MASTER SERIES LLC39,5760 00For
GuideStone39,4790 00For
Victory Capital39,3610 00For
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

3. Election of Directors: Ernie Garateix

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 19,933,171WITHHELD: 214,689

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Elect Director: Ernie Garateix”): 19,933,171 for, 214,689 withheld, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 64% for, 0.7% withheld (65% of the company cast a for/withheld vote).

The 57 asset managers below cast 100% of the shares they voted on this item FOR (5,548,003 for, 0 against).

FOR 99%
FOR: 5,548,003 (98.7%)ABSTAIN: 72,900 (1.3%)
Largest asset managers voting on “Election of Directors: Ernie Garateix” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock936,3190 00For
American Century676,8370 00For
Fidelity568,0910 00For
Dimensional455,5750 00For
BRIDGEWAY FUNDS INC158,7640 00For
Columbia Threadneedle151,2370 00For
EA Series Trust125,0440 00For
Nationwide120,5990 00For
TIAA103,6410 00For
First Trust70,8950 00For
Charles Schwab66,8740 00For
TARGET PORTFOLIO TRUST00 65,4000Abstain
Invesco62,6890 00For
Northern Trust56,8930 00For
SEI52,7570 00For
Equitable51,9560 00For
AQR51,7820 00For
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial41,4520 00For
QUANTITATIVE MASTER SERIES LLC39,5760 00For
GuideStone39,4790 00For
Victory Capital39,3610 00For
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

4. Election of Directors: Irini Barlas

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

91% Majority: yes · of votes cast

FOR 91%9%
FOR: 18,287,543WITHHELD: 1,860,317

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Elect Director: Irini Barlas”): 18,287,543 for, 1,860,317 withheld, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 59% for, 6% withheld (65% of the company cast a for/withheld vote).

The 57 asset managers below cast 100% of the shares they voted on this item FOR (5,141,972 for, 0 against).

FOR 91%9%
FOR: 5,141,972 (91.5%)ABSTAIN: 478,931 (8.5%)
Largest asset managers voting on “Election of Directors: Irini Barlas” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock936,3190 00For
American Century676,8370 00For
Fidelity568,0910 00For
Dimensional00 455,5750Abstain
BRIDGEWAY FUNDS INC158,7640 00For
Columbia Threadneedle151,2370 00For
EA Series Trust125,0440 00For
Nationwide120,5990 00For
TIAA103,6410 00For
First Trust70,8950 00For
Charles Schwab66,8740 00For
TARGET PORTFOLIO TRUST65,4000 00For
Invesco62,6890 00For
Northern Trust56,8930 00For
SEI52,7570 00For
Equitable51,9560 00For
AQR51,7820 00For
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial33,4680 7,9840For
QUANTITATIVE MASTER SERIES LLC39,5760 00For
GuideStone39,4790 00For
Victory Capital39,3610 00For
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

5. Election of Directors: Joseph Vattamattam

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%
FOR: 17,967,325WITHHELD: 2,180,535

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Elect Director: Joseph Vattamattam”): 17,967,325 for, 2,180,535 withheld, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 58% for, 7% withheld (65% of the company cast a for/withheld vote).

The 57 asset managers below cast 100% of the shares they voted on this item FOR (5,016,928 for, 0 against).

FOR 89%11%
FOR: 5,016,928 (89.3%)ABSTAIN: 603,975 (10.7%)
Largest asset managers voting on “Election of Directors: Joseph Vattamattam” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock936,3190 00For
American Century676,8370 00For
Fidelity568,0910 00For
Dimensional00 455,5750Abstain
BRIDGEWAY FUNDS INC158,7640 00For
Columbia Threadneedle151,2370 00For
EA Series Trust00 125,0440Abstain
Nationwide120,5990 00For
TIAA103,6410 00For
First Trust70,8950 00For
Charles Schwab66,8740 00For
TARGET PORTFOLIO TRUST65,4000 00For
Invesco62,6890 00For
Northern Trust56,8930 00For
SEI52,7570 00For
Equitable51,9560 00For
AQR51,7820 00For
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial33,4680 7,9840For
QUANTITATIVE MASTER SERIES LLC39,5760 00For
GuideStone39,4790 00For
Victory Capital39,3610 00For
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

6. Election of Directors: Mark Berset

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 19,481,890WITHHELD: 665,970

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Elect Director: Mark Berset”): 19,481,890 for, 665,970 withheld, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 63% for, 2% withheld (65% of the company cast a for/withheld vote).

The 57 asset managers below cast 100% of the shares they voted on this item FOR (5,410,759 for, 0 against).

FOR 96%
FOR: 5,410,759 (96.3%)ABSTAIN: 210,144 (3.7%)
Largest asset managers voting on “Election of Directors: Mark Berset” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock936,3190 00For
American Century676,8370 00For
Fidelity568,0910 00For
Dimensional455,5750 00For
BRIDGEWAY FUNDS INC158,7640 00For
Columbia Threadneedle151,2370 00For
EA Series Trust00 125,0440Abstain
Nationwide120,5990 00For
TIAA103,6410 00For
First Trust70,8950 00For
Charles Schwab66,8740 00For
TARGET PORTFOLIO TRUST00 65,4000Abstain
Invesco62,6890 00For
Northern Trust56,8930 00For
SEI52,7570 00For
Equitable51,9560 00For
AQR51,7820 00For
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial41,4520 00For
QUANTITATIVE MASTER SERIES LLC39,5760 00For
GuideStone39,4790 00For
Victory Capital39,3610 00For
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

7. Election of Directors: Panagiotis (Pete) Apostolou

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%7%
FOR: 18,704,855WITHHELD: 1,443,005

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Elect Director: Panagiotis (Pete) Apostolou”): 18,704,855 for, 1,443,005 withheld, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 60% for, 5% withheld (65% of the company cast a for/withheld vote).

The 57 asset managers below cast 100% of the shares they voted on this item FOR (5,247,577 for, 0 against).

FOR 93%
FOR: 5,247,577 (93.4%)ABSTAIN: 373,326 (6.6%)
Largest asset managers voting on “Election of Directors: Panagiotis (Pete) Apostolou” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock936,3190 00For
American Century676,8370 00For
Fidelity568,0910 00For
Dimensional455,5750 00For
BRIDGEWAY FUNDS INC158,7640 00For
Columbia Threadneedle151,2370 00For
EA Series Trust00 125,0440Abstain
Nationwide119,6200 9790For
TIAA00 103,6410Abstain
First Trust70,8950 00For
Charles Schwab66,8740 00For
TARGET PORTFOLIO TRUST65,4000 00For
Invesco62,6890 00For
Northern Trust56,8930 00For
SEI00 52,7570Abstain
Equitable51,9560 00For
AQR51,7820 00For
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial41,4520 00For
QUANTITATIVE MASTER SERIES LLC39,5760 00For
GuideStone39,4790 00For
Victory Capital39,3610 00For
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

8. Election of Directors: Paul L. Whiting

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

90% Majority: yes · of votes cast

FOR 90%10%
FOR: 18,043,683WITHHELD: 2,104,177

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Elect Director: Paul L. Whiting”): 18,043,683 for, 2,104,177 withheld, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 58% for, 7% withheld (65% of the company cast a for/withheld vote).

The 57 asset managers below cast 100% of the shares they voted on this item FOR (4,897,846 for, 0 against).

FOR 87%13%
FOR: 4,897,846 (87.1%)ABSTAIN: 723,057 (12.9%)
Largest asset managers voting on “Election of Directors: Paul L. Whiting” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock936,3190 00For
American Century676,8370 00For
Fidelity568,0910 00For
Dimensional00 455,5750Abstain
BRIDGEWAY FUNDS INC158,7640 00For
Columbia Threadneedle151,2370 00For
EA Series Trust00 125,0440Abstain
Nationwide119,6200 9790For
TIAA00 103,6410Abstain
First Trust70,8950 00For
Charles Schwab66,8740 00For
TARGET PORTFOLIO TRUST65,4000 00For
Invesco62,6890 00For
Northern Trust56,8930 00For
SEI52,7570 00For
Equitable51,9560 00For
AQR51,7820 00For
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial33,4680 7,9840For
QUANTITATIVE MASTER SERIES LLC39,5760 00For
GuideStone39,4790 00For
Victory Capital39,3610 00For
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

9. Election of Directors: Richard Widdicombe

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

52.1% Majority: yes · of votes cast

FOR 52.1%WITHHELD 47.9%
FOR: 10,493,031WITHHELD: 9,654,829

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Elect Director: Richard Widdicombe”): 10,493,031 for, 9,654,829 withheld, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 34% for, 31% withheld (65% of the company cast a for/withheld vote).

The 57 asset managers below cast 100% of the shares they voted on this item FOR (2,656,332 for, 0 against).

FOR 47.3%ABSTAIN 52.7%
FOR: 2,656,332 (47.3%)ABSTAIN: 2,964,571 (52.7%)
Largest asset managers voting on “Election of Directors: Richard Widdicombe” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock00 936,3190Abstain
American Century676,8370 00For
Fidelity451,5980 116,4930For
Dimensional00 455,5750Abstain
BRIDGEWAY FUNDS INC00 158,7640Abstain
Columbia Threadneedle00 151,2370Abstain
EA Series Trust00 125,0440Abstain
Nationwide00 120,5990Abstain
TIAA00 103,6410Abstain
First Trust00 70,8950Abstain
Charles Schwab00 66,8740Abstain
TARGET PORTFOLIO TRUST00 65,4000Abstain
Invesco00 62,6890Abstain
Northern Trust56,8930 00For
SEI00 52,7570Abstain
Equitable00 51,9560Abstain
AQR00 51,7820Abstain
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial18,6710 22,7810Abstain
QUANTITATIVE MASTER SERIES LLC00 39,5760Abstain
GuideStone00 39,4790Abstain
Victory Capital00 39,3610Abstain
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

10. RATIFY THE APPOINTMENT OF PLANTE & MORAN, PLLC AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE COMPANY FOR THE FISCAL YEAR ENDING DECEMBER 31, 2025

AUDIT-RELATEDMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%
FOR: 25,009,441AGAINST: 132,896

HERITAGE INSURANCE HOLDINGS INC.’s own tally for this item (“Proposal 2: Ratification of Appointment of Plante & Moran, PLLC to Serve as Independent Registered Public Accounting Firm The ratification of Plante & Moran, PLLC to serve as the Company's independent registered public a”): 25,009,441 for, 132,896 against, per its Form 8-K filed 2025-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,993,270 outstanding shares: 81% for, 0.5% against (81% of the company cast a for/against vote).

The 57 asset managers below cast 98% of the shares they voted on this item FOR (5,495,859 for, 125,044 against).

FOR 98%
FOR: 5,495,859 (97.8%)AGAINST: 125,044 (2.2%)
Largest asset managers voting on “RATIFY THE APPOINTMENT OF PLANTE & MORAN, PLLC AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE CO” at HERITAGE INSURANCE HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,262,4170 00For
BlackRock936,3190 00For
American Century676,8370 00For
Fidelity568,0910 00For
Dimensional455,5750 00For
BRIDGEWAY FUNDS INC158,7640 00For
Columbia Threadneedle151,2370 00For
EA Series Trust0125,044 00Against
Nationwide120,5990 00For
TIAA103,6410 00For
First Trust70,8950 00For
Charles Schwab66,8740 00For
TARGET PORTFOLIO TRUST65,4000 00For
Invesco62,6890 00For
Northern Trust56,8930 00For
SEI52,7570 00For
Equitable51,9560 00For
AQR51,7820 00For
Goldman Sachs48,0420 00For
WisdomTree44,5720 00For
Lincoln Financial41,4520 00For
QUANTITATIVE MASTER SERIES LLC39,5760 00For
GuideStone39,4790 00For
Victory Capital39,3610 00For
RBB FUND, INC.34,1120 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

Largest HERITAGE INSURANCE HOLDINGS INC. shareholders voting in 2024-2025

Ranked by the number of HERITAGE INSURANCE HOLDINGS INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 30,993,270 shares outstanding at the time of that meeting.

Top HERITAGE INSURANCE HOLDINGS INC. shareholders by shares voted, 2024-2025
#Asset manager % of shares outstanding
1BlackRock 5.95%
2American Century 4.45%
3Vanguard 4.31%
4Invesco 2.47%
5Fidelity 2.21%
6MARSHALL WACE, LLP 2.03%
7Dimensional 1.93%
8GEODE CAPITAL MANAGEMENT, LLC 1.65%
9State Street 1.33%
10AQR 1.29%

Reported HERITAGE INSURANCE HOLDINGS INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

HERITAGE INSURANCE HOLDINGS INC. beneficial owners on record for the 2024-2025 proxy season
Holder % outstanding Disclosure
Raymond T. Hyer 7.03% 13G
BlackRock 6.31% 13F
Dimensional Fund Advisors 4.98% 13F
Vanguard Group 4.29% 13F
Ernie Garateix 4.10% DEF14A
Mark Berset 2.45% DEF14A
Invesco 2.36% 13F
Richard Widdicombe 2.25% DEF14A
Kirk Lusk 2.00% DEF14A
Geode Capital 1.64% 13F

Percentages above are of 30,993,270 shares outstanding, as reported by HERITAGE INSURANCE HOLDINGS INC. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from HERITAGE INSURANCE HOLDINGS INC.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At HERITAGE INSURANCE HOLDINGS INC.'s shareholder meeting held 2025-06-10, in the 2024-2025 proxy season, 161 asset managers reported how they voted on 10 ballot items in their SEC Form N-PX filings, covering 1,599 separate fund positions. On the most widely held item on that ballot — APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS — FOR was 78% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: HERITAGE INSURANCE HOLDINGS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-06-11.

HERITAGE INSURANCE HOLDINGS INC. proxy season coverage: 2024-2025 (this page) · 2025-2026.