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Compiled from SEC Form N-PX filings and Heritage Insurance Holdings, Inc.’s Form 8-K, filed 2026-06-11 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2024-2025 2025-2026
Explore Heritage Insurance Holdings, Inc. in the interactive database Compare manager voting policies
These tallies are Heritage Insurance Holdings, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-11 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Panagiotis (Pete) Apostolou | 14,587,912 | -- | -- | 3,000,935 | 5,508,690 | Majority: yes |
| Elect Director: Irini Barlas | 16,311,396 | -- | -- | 1,277,451 | 5,508,690 | Majority: yes |
| Elect Director: Ernie Garateix | 17,019,685 | -- | -- | 569,162 | 5,508,690 | Majority: yes |
| Elect Director: Joseph Vattamattam | 17,311,716 | -- | -- | 277,131 | 5,508,690 | Majority: yes |
| Elect Director: Paul L. Whiting | 16,699,466 | -- | -- | 889,381 | 5,508,690 | Majority: yes |
| Elect Director: Richard Widdicombe | 16,460,212 | -- | -- | 1,128,635 | 5,508,690 | 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 | 22,960,126 | 63,723 | 73,688 | -- | -- | 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: | 16,268,417 | 1,049,362 | 271,068 | -- | 5,508,690 | Majority: yes |
Source: Heritage Insurance Holdings, Inc., Form 8-K, filed with the SEC on 2026-06-11 — read the filing on EDGAR.
Each item below shows how the 238 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Heritage Insurance Holdings, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 6 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
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”): 16,268,417 for, 1,049,362 against, per its Form 8-K filed 2026-06-11 (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 30,334,925 outstanding shares: 53.6% for, 3% against (57% of the company cast a for/against vote).
The 238 asset managers below cast 98% of the shares they voted on this item FOR (15,287,723 for, 312,424 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,069,798 | 3 | 1 | 0 | For |
| BlackRock | 2,029,383 | 25,205 | 0 | 0 | For |
| American Century | 1,944,871 | 0 | 0 | 0 | For |
| Fidelity | 920,184 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 741,825 | 0 | 0 | 0 | For |
| Prudential/PGIM | 664,716 | 0 | 0 | 0 | For |
| Dimensional | 564,657 | 0 | 0 | 0 | For |
| State Street | 478,108 | 0 | 0 | 0 | For |
| Charles Schwab | 450,890 | 0 | 0 | 0 | For |
| ACADIAN ASSET MANAGEMENT LLC | 301,356 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 237,504 | 0 | 0 | 0 | For |
| World Funds Trust | 225,266 | 0 | 0 | 0 | For |
| Northern Trust | 221,504 | 2,284 | 0 | 0 | For |
| Invesco | 216,187 | 0 | 0 | 0 | For |
| Goldman Sachs | 200,689 | 0 | 0 | 0 | For |
| Two Sigma | 195,530 | 0 | 0 | 0 | For |
| Nuveen | 171,060 | 0 | 0 | 0 | For |
| TIAA | 166,286 | 0 | 0 | 0 | For |
| SEGALL BRYANT & HAMILL, LLC | 165,089 | 0 | 0 | 0 | For |
| EA Series Trust | 162,178 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 153,003 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 150,808 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 144,753 | 0 | 0 | 0 | For |
| AllianceBernstein | 139,118 | 0 | 0 | 0 | For |
| Renaissance | 135,153 | 0 | 0 | 0 | For |
Showing the 25 largest of 238 asset managers. See all 238 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.8% fund support · no official result
The 227 asset managers below cast 99.8% of the shares they voted on this item FOR (48,270 for, 94 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 1 | 0 | One Year |
| BlackRock | 0 | 0 | 0 | 0 | 1 Year |
| American Century | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| Prudential/PGIM | 0 | 0 | 0 | 0 | 1 Year |
| Northern Lights Fund Trust IV | 0 | 0 | 0 | 0 | 1 Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| State Street | 0 | 0 | 0 | 0 | One Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| ACADIAN ASSET MANAGEMENT LLC | 0 | 0 | 0 | 0 | One Year |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 0 | 0 | 0 | 1 Year |
| World Funds Trust | 0 | 0 | 0 | 0 | 1 Year |
| Northern Trust | 0 | 0 | 0 | 0 | 1 Year |
| Invesco | 0 | 0 | 0 | 0 | One Year |
| Goldman Sachs | 0 | 0 | 0 | 0 | One Year |
| Two Sigma | 0 | 0 | 0 | 0 | One Year |
| Nuveen | 0 | 0 | 0 | 0 | One Year |
| TIAA | 0 | 0 | 0 | 0 | One Year |
| SEGALL BRYANT & HAMILL, LLC | 0 | 0 | 0 | 0 | One Year |
| EA Series Trust | 0 | 0 | 0 | 0 | 1 Year |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0 | 0 | 0 | 0 | 1 Year |
| MARSHALL WACE, LLP | 0 | 0 | 0 | 0 | 1 Year |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | 0 | 0 | 0 | One Year |
| AllianceBernstein | 0 | 0 | 0 | 0 | One Year |
Showing the 25 largest of 227 asset managers. See all 227 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
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”): 22,960,126 for, 63,723 against, per its Form 8-K filed 2026-06-11 (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 30,334,925 outstanding shares: 76% for, 0.3% against (76% of the company cast a for/against vote).
The 81 asset managers below cast 100% of the shares they voted on this item FOR (7,557,654 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,850,301 | 0 | 0 | 0 | For |
| BlackRock | 1,027,461 | 0 | 0 | 0 | For |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 792,064 | 0 | 0 | 0 | For |
| Dimensional | 404,170 | 0 | 0 | 0 | For |
| Charles Schwab | 225,442 | 0 | 0 | 0 | For |
| World Funds Trust | 225,266 | 0 | 0 | 0 | For |
| Invesco | 204,968 | 0 | 0 | 0 | For |
| TIAA | 166,286 | 0 | 0 | 0 | For |
| EA Series Trust | 162,178 | 0 | 0 | 0 | For |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 125,057 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 97,100 | 0 | 0 | 0 | For |
| Goldman Sachs | 94,360 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 73,002 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 60,620 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 59,400 | 0 | 0 | 0 | For |
| AllianceBernstein | 57,304 | 0 | 0 | 0 | For |
| Equitable | 56,279 | 0 | 0 | 0 | For |
| Northern Trust | 47,830 | 0 | 0 | 0 | For |
| GuideStone | 47,428 | 0 | 0 | 0 | For |
| Putnam | 44,564 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,789 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,670 | 0 | 0 | 0 | For |
| SEI | 37,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Combines 2 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Heritage Insurance Holdings, Inc.’s own tally for this item (“Elect Director: Ernie Garateix”): 17,019,685 for, 569,162 withheld, per its Form 8-K filed 2026-06-11 (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 30,334,925 outstanding shares: 56% for, 2% withheld (58% of the company cast a for/withheld vote).
The 80 asset managers below cast 100% of the shares they voted on this item FOR (7,555,095 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,850,300 | 0 | 1 | 0 | For |
| BlackRock | 1,027,461 | 0 | 0 | 0 | For |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 792,064 | 0 | 0 | 0 | For |
| Dimensional | 404,170 | 0 | 0 | 0 | For |
| Charles Schwab | 225,442 | 0 | 0 | 0 | For |
| World Funds Trust | 225,266 | 0 | 0 | 0 | For |
| Invesco | 204,968 | 0 | 0 | 0 | For |
| TIAA | 166,286 | 0 | 0 | 0 | For |
| EA Series Trust | 162,178 | 0 | 0 | 0 | For |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 125,057 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 97,100 | 0 | 0 | 0 | For |
| Goldman Sachs | 94,360 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 73,002 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 60,620 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 59,400 | 0 | 0 | 0 | For |
| AllianceBernstein | 57,304 | 0 | 0 | 0 | For |
| Equitable | 56,279 | 0 | 0 | 0 | For |
| Northern Trust | 47,830 | 0 | 0 | 0 | For |
| GuideStone | 47,428 | 0 | 0 | 0 | For |
| Putnam | 44,564 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,789 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,670 | 0 | 0 | 0 | For |
| SEI | 37,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.
Combines 2 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Heritage Insurance Holdings, Inc.’s own tally for this item (“Elect Director: Irini Barlas”): 16,311,396 for, 1,277,451 withheld, per its Form 8-K filed 2026-06-11 (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 30,334,925 outstanding shares: 53.8% for, 4% withheld (58% of the company cast a for/withheld vote).
The 80 asset managers below cast 100% of the shares they voted on this item FOR (6,975,346 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,849,410 | 0 | 891 | 0 | For |
| BlackRock | 1,027,461 | 0 | 0 | 0 | For |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 666,721 | 0 | 125,343 | 0 | For |
| Dimensional | 404,170 | 0 | 0 | 0 | For |
| Charles Schwab | 225,442 | 0 | 0 | 0 | For |
| World Funds Trust | 225,266 | 0 | 0 | 0 | For |
| Invesco | 204,968 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 166,286 | 0 | Abstain |
| EA Series Trust | 305 | 0 | 161,873 | 0 | Abstain |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 124,792 | 0 | 265 | 0 | For |
| BRIDGEWAY FUNDS INC | 97,100 | 0 | 0 | 0 | For |
| Goldman Sachs | 94,360 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 73,002 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 60,620 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 59,400 | 0 | 0 | 0 | For |
| AllianceBernstein | 57,304 | 0 | 0 | 0 | For |
| Equitable | 56,279 | 0 | 0 | 0 | For |
| Northern Trust | 47,830 | 0 | 0 | 0 | For |
| GuideStone | 47,428 | 0 | 0 | 0 | For |
| Putnam | 44,564 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,789 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,670 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 37,052 | 0 | Abstain |
Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Heritage Insurance Holdings, Inc.’s own tally for this item (“Elect Director: Joseph Vattamattam”): 17,311,716 for, 277,131 withheld, per its Form 8-K filed 2026-06-11 (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 30,334,925 outstanding shares: 57% for, 1.0% withheld (58% of the company cast a for/withheld vote).
The 80 asset managers below cast 100% of the shares they voted on this item FOR (7,543,113 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,850,300 | 0 | 1 | 0 | For |
| BlackRock | 1,027,461 | 0 | 0 | 0 | For |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 792,064 | 0 | 0 | 0 | For |
| Dimensional | 404,170 | 0 | 0 | 0 | For |
| Charles Schwab | 225,442 | 0 | 0 | 0 | For |
| World Funds Trust | 225,266 | 0 | 0 | 0 | For |
| Invesco | 204,968 | 0 | 0 | 0 | For |
| TIAA | 166,286 | 0 | 0 | 0 | For |
| EA Series Trust | 162,178 | 0 | 0 | 0 | For |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 125,057 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 97,100 | 0 | 0 | 0 | For |
| Goldman Sachs | 94,360 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 73,002 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 60,620 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 59,400 | 0 | 0 | 0 | For |
| AllianceBernstein | 57,304 | 0 | 0 | 0 | For |
| Equitable | 56,279 | 0 | 0 | 0 | For |
| Northern Trust | 47,830 | 0 | 0 | 0 | For |
| GuideStone | 47,428 | 0 | 0 | 0 | For |
| Putnam | 44,564 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,789 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,670 | 0 | 0 | 0 | For |
| SEI | 37,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.
Combines 2 wordings of this item as funds reported it.
83% Majority: yes · of votes cast
Heritage Insurance Holdings, Inc.’s own tally for this item (“Elect Director: Panagiotis (Pete) Apostolou”): 14,587,912 for, 3,000,935 withheld, per its Form 8-K filed 2026-06-11 (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 30,334,925 outstanding shares: 48.1% for, 10% withheld (58% of the company cast a for/withheld vote).
The 80 asset managers below cast 100% of the shares they voted on this item FOR (5,847,628 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,849,410 | 0 | 891 | 0 | For |
| BlackRock | 0 | 0 | 1,027,461 | 0 | Abstain |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 659,689 | 0 | 132,375 | 0 | For |
| Dimensional | 404,170 | 0 | 0 | 0 | For |
| Charles Schwab | 225,442 | 0 | 0 | 0 | For |
| World Funds Trust | 225,266 | 0 | 0 | 0 | For |
| Invesco | 204,968 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 166,286 | 0 | Abstain |
| EA Series Trust | 305 | 0 | 161,873 | 0 | Abstain |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 118,099 | 0 | 6,958 | 0 | For |
| BRIDGEWAY FUNDS INC | 97,100 | 0 | 0 | 0 | For |
| Goldman Sachs | 94,360 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 73,002 | 0 | Abstain |
| Northern Lights Fund Trust IV | 60,620 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 59,400 | 0 | 0 | 0 | For |
| AllianceBernstein | 57,304 | 0 | 0 | 0 | For |
| Equitable | 16,320 | 0 | 39,959 | 0 | Abstain |
| Northern Trust | 47,830 | 0 | 0 | 0 | For |
| GuideStone | 47,428 | 0 | 0 | 0 | For |
| Putnam | 44,564 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 41,789 | 0 | Abstain |
| Lincoln Financial | 39,670 | 0 | 0 | 0 | For |
| SEI | 37,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.
Combines 2 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Heritage Insurance Holdings, Inc.’s own tally for this item (“Elect Director: Paul L. Whiting”): 16,699,466 for, 889,381 withheld, per its Form 8-K filed 2026-06-11 (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 30,334,925 outstanding shares: 55% for, 3% withheld (58% of the company cast a for/withheld vote).
The 80 asset managers below cast 100% of the shares they voted on this item FOR (7,261,528 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,850,299 | 0 | 2 | 0 | For |
| BlackRock | 1,027,461 | 0 | 0 | 0 | For |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 666,721 | 0 | 125,343 | 0 | For |
| Dimensional | 404,170 | 0 | 0 | 0 | For |
| Charles Schwab | 225,442 | 0 | 0 | 0 | For |
| World Funds Trust | 225,266 | 0 | 0 | 0 | For |
| Invesco | 204,968 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 166,286 | 0 | Abstain |
| EA Series Trust | 162,178 | 0 | 0 | 0 | For |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 125,057 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 97,100 | 0 | 0 | 0 | For |
| Goldman Sachs | 94,360 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 73,002 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 60,620 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 59,400 | 0 | 0 | 0 | For |
| AllianceBernstein | 57,304 | 0 | 0 | 0 | For |
| Equitable | 56,279 | 0 | 0 | 0 | For |
| Northern Trust | 47,830 | 0 | 0 | 0 | For |
| GuideStone | 47,428 | 0 | 0 | 0 | For |
| Putnam | 44,564 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,789 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,670 | 0 | 0 | 0 | For |
| SEI | 37,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.
Combines 2 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Heritage Insurance Holdings, Inc.’s own tally for this item (“Elect Director: Richard Widdicombe”): 16,460,212 for, 1,128,635 withheld, per its Form 8-K filed 2026-06-11 (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 30,334,925 outstanding shares: 54.3% for, 4% withheld (58% of the company cast a for/withheld vote).
The 80 asset managers below cast 100% of the shares they voted on this item FOR (7,333,871 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,849,410 | 0 | 891 | 0 | For |
| BlackRock | 1,027,461 | 0 | 0 | 0 | For |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 792,064 | 0 | 0 | 0 | For |
| Dimensional | 404,170 | 0 | 0 | 0 | For |
| Charles Schwab | 225,442 | 0 | 0 | 0 | For |
| World Funds Trust | 225,266 | 0 | 0 | 0 | For |
| Invesco | 204,968 | 0 | 0 | 0 | For |
| TIAA | 166,286 | 0 | 0 | 0 | For |
| EA Series Trust | 305 | 0 | 161,873 | 0 | Abstain |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 125,057 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 97,100 | 0 | 0 | 0 | For |
| Goldman Sachs | 94,360 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 73,002 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 60,620 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 59,400 | 0 | 0 | 0 | For |
| AllianceBernstein | 57,304 | 0 | 0 | 0 | For |
| Equitable | 56,279 | 0 | 0 | 0 | For |
| Northern Trust | 47,830 | 0 | 0 | 0 | For |
| GuideStone | 47,428 | 0 | 0 | 0 | For |
| Putnam | 0 | 0 | 44,564 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 41,789 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,670 | 0 | 0 | 0 | For |
| SEI | 37,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.
100% fund support · no official result
The 7 asset managers below cast 100% of the shares they voted on this item FOR (21,347 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| FORUM FUNDS II | 10,026 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 6,811 | 0 | 0 | 0 | For |
| GLOBEFLEX CAPITAL L P | 4,266 | 0 | 0 | 0 | For |
| MANGROVE PARTNERS IM, LLC | 0 | 0 | 2,074 | 0 | Abstain |
| APG Asset Management US Inc. | 0 | 0 | 0 | 0 | One Year |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 244 | 0 | 0 | 0 | For |
| Coyle Financial Counsel LLC | 0 | 0 | 0 | 0 | 1 Year |
Ranked by the number of Heritage Insurance Holdings, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 30,334,925 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 6.82% |
| 2 | BlackRock | 6.77% |
| 3 | American Century | 6.41% |
| 4 | Fidelity | 3.03% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.45% |
| 6 | Prudential/PGIM | 2.19% |
| 7 | Dimensional | 1.86% |
| 8 | State Street | 1.58% |
| 9 | Charles Schwab | 1.49% |
| 10 | ACADIAN ASSET MANAGEMENT LLC | 0.99% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 7.22% | 13F |
| Raymond T. Hyer | 6.90% | 13G |
| Vanguard Group | 6.20% | 13F |
| Dimensional Fund Advisors | 4.11% | 13F |
| Ernie Garateix | 3.52% | DEF14A |
| Geode Capital | 2.44% | 13F |
| State Street | 1.73% | 13F |
| Kirk Lusk | 1.66% | DEF14A |
| Richard Widdicombe | 1.48% | DEF14A |
| AQR Capital | 1.15% | 13F |
Percentages above are of 30,334,925 shares outstanding, as reported by Heritage Insurance Holdings, Inc. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
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 2026-03-31. 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 2026-06-10, in the 2025-2026 proxy season, 238 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,619 separate fund positions. Their filings are grouped here into 10 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Approval, on an Advisory Basis, of the Compensation of the Company's Named Executive Officers — FOR was 94% 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 2026-06-11.
Heritage Insurance Holdings, Inc. proxy season coverage: 2024-2025 · 2025-2026 (this page).