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Compiled from SEC Form N-PX filings and Heritage Insurance Holdings, Inc.’s Form 8-K, filed June 11, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of June 10, 2026: 8 items on Heritage Insurance Holdings, Inc.’s Form 8-K, filed June 11, 2026: 6 elected · 1 approved · 1 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2024-2025 2025-2026
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These tallies are Heritage Insurance Holdings, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 11, 2026 (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 | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Panagiotis (Pete) Apostolou | 14,587,912 | -- | -- | 3,000,935 | 5,508,690 | 83% | Elected | — |
| Elect Director: Irini Barlas | 16,311,396 | -- | -- | 1,277,451 | 5,508,690 | 93% | Elected | — |
| Elect Director: Ernie Garateix | 17,019,685 | -- | -- | 569,162 | 5,508,690 | 97% | Elected | — |
| Elect Director: Joseph Vattamattam | 17,311,716 | -- | -- | 277,131 | 5,508,690 | 98% | Elected | — |
| Elect Director: Paul L. Whiting | 16,699,466 | -- | -- | 889,381 | 5,508,690 | 95% | Elected | — |
| Elect Director: Richard Widdicombe | 16,460,212 | -- | -- | 1,128,635 | 5,508,690 | 94% | Elected | — |
| 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 ending Decembe | 22,960,126 | 63,723 | 73,688 | -- | -- | 99.7% | Approved | — |
| 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 | 16,268,417 | 1,049,362 | 271,068 | -- | 5,508,690 | 94% | Not verified | — |
Source: Heritage Insurance Holdings, Inc., Form 8-K, filed with the SEC on June 11, 2026 — 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 2 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Ernie Garateix
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 June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “Proposal No. 1: Election of Directors The following nominees were elected to the Board of Directors to serve until the 2027 annual meeting of stockholders, as follows:”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 80 asset managers below reported 7,555,095 for, 1 abstained.
| 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
Description as filed by funds: Election of Directors: Irini Barlas
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 June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “Proposal No. 1: Election of Directors The following nominees were elected to the Board of Directors to serve until the 2027 annual meeting of stockholders, as follows:”
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 80 asset managers below reported 6,975,346 for, 579,747 withheld, 3 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,849,410 | 0 | 3 | 888 | For |
| BlackRock | 1,027,461 | 0 | 0 | 0 | For |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 666,721 | 0 | 0 | 125,343 | Mixed |
| 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 | 0 | 166,286 | Withhold |
| EA Series Trust | 305 | 0 | 0 | 161,873 | Withhold |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 124,792 | 0 | 0 | 265 | 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 | 0 | 37,052 | Withhold |
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
Description as filed by funds: Election of Directors: Joseph Vattamattam
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 June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “Proposal No. 1: Election of Directors The following nominees were elected to the Board of Directors to serve until the 2027 annual meeting of stockholders, as follows:”
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 80 asset managers below reported 7,543,113 for, 11,982 withheld, 1 abstained.
| 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
Description as filed by funds: Election of Directors: Panagiotis (Pete) Apostolou
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 June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “Proposal No. 1: Election of Directors The following nominees were elected to the Board of Directors to serve until the 2027 annual meeting of stockholders, as follows:”
Support: 83% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 80 asset managers below reported 5,847,628 for, 1,707,465 withheld, 3 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,849,410 | 0 | 3 | 888 | For |
| BlackRock | 0 | 0 | 0 | 1,027,461 | Withhold |
| American Century | 948,222 | 0 | 0 | 0 | For |
| Fidelity | 659,689 | 0 | 0 | 132,375 | Mixed |
| 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 | 0 | 166,286 | Withhold |
| EA Series Trust | 305 | 0 | 0 | 161,873 | Withhold |
| Prudential/PGIM | 155,789 | 0 | 0 | 0 | For |
| Nationwide | 118,099 | 0 | 0 | 6,958 | Mixed |
| BRIDGEWAY FUNDS INC | 97,100 | 0 | 0 | 0 | For |
| Goldman Sachs | 94,360 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 73,002 | Withhold |
| 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 | 0 | 39,959 | Mixed |
| 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 | 0 | 41,789 | Withhold |
| 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
Description as filed by funds: Election of Directors: Paul L. Whiting
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 June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “Proposal No. 1: Election of Directors The following nominees were elected to the Board of Directors to serve until the 2027 annual meeting of stockholders, as follows:”
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 80 asset managers below reported 7,261,528 for, 293,566 withheld, 2 abstained.
| 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 | 0 | 125,343 | Mixed |
| 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 | 0 | 166,286 | Withhold |
| 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
Description as filed by funds: Election of Directors: Richard Widdicombe
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 June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “Proposal No. 1: Election of Directors The following nominees were elected to the Board of Directors to serve until the 2027 annual meeting of stockholders, as follows:”
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 80 asset managers below reported 7,333,871 for, 221,222 withheld, 3 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,849,410 | 0 | 3 | 888 | 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 | 0 | 161,873 | Withhold |
| 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 | 0 | 44,564 | Withhold |
| 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 6 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Approval, on an Advisory Basis, of the Compensation of the Company's Named Executive Officers
Heritage Insurance Holdings, Inc.’s own tally for this item (“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”): 16,268,417 for, 1,049,362 against, per its Form 8-K filed June 11, 2026 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,850,297 | 3 | 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 | 106,378 | 18,679 | 0 | 0 | Mixed |
| BRIDGEWAY FUNDS INC | 0 | 97,100 | 0 | 0 | Against |
| 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 |
Fund voting reports, all 80 managers: 7,439,956 for, 117,697 against, 1 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,001,922 | 25,205 | 0 | 0 | For |
| American Century | 996,649 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 741,825 | 0 | 0 | 0 | For |
| Prudential/PGIM | 508,927 | 0 | 0 | 0 | For |
| State Street | 468,760 | 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 |
| Charles Schwab | 225,448 | 0 | 0 | 0 | For |
| Vanguard | 219,501 | 0 | 0 | 0 | For |
| Two Sigma | 195,530 | 0 | 0 | 0 | For |
| Northern Trust | 173,674 | 2,284 | 0 | 0 | For |
| Nuveen | 171,060 | 0 | 0 | 0 | For |
| SEGALL BRYANT & HAMILL, LLC | 165,089 | 0 | 0 | 0 | For |
| Dimensional | 160,487 | 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 |
| Renaissance | 135,153 | 0 | 0 | 0 | For |
| Fidelity | 128,120 | 0 | 0 | 0 | For |
| Goldman Sachs | 106,329 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 98,100 | 0 | 0 | Against |
| Putnam | 85,450 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 82,442 | 0 | 0 | 0 | For |
| AllianceBernstein | 81,814 | 0 | 0 | 0 | For |
| AQR | 77,890 | 0 | 0 | 0 | For |
Institutional-manager reports, all 177 managers: 7,847,767 for, 194,727 against, 70,696 abstained, 175 not voted, 6,119 1 year. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.8% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: Approval, on an Advisory Basis, of the Frequency of Future Advisory Votes on the Compensation of the Company's Named Executive Officers
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 1 | 0 | Abstain |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Northern Lights Fund Trust IV | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| World Funds Trust | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| TIAA | 0 | 0 | 0 | 0 | -- |
| EA Series Trust | 0 | 0 | 0 | 0 | -- |
| Prudential/PGIM | 0 | 0 | 0 | 0 | -- |
| Nationwide | 0 | 0 | 0 | 0 | -- |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 0 | -- |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | -- |
| TARGET PORTFOLIO TRUST | 0 | 0 | 0 | 0 | -- |
| AllianceBernstein | 0 | 0 | 0 | 0 | -- |
| Equitable | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| GuideStone | 0 | 0 | 0 | 0 | -- |
| Putnam | 0 | 0 | 0 | 0 | -- |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 0 | -- |
| Lincoln Financial | 15,190 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 78 managers: 28,778 for, 1 abstained, 7,596,568 1 year, 461,015 3 year, 36 unknown. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Prudential/PGIM | 0 | 0 | 0 | 0 | -- |
| State Street | 0 | 0 | 0 | 0 | -- |
| ACADIAN ASSET MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| Vanguard | 0 | 0 | 0 | 0 | -- |
| Two Sigma | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| Nuveen | 0 | 0 | 0 | 0 | -- |
| SEGALL BRYANT & HAMILL, LLC | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0 | 0 | 0 | 0 | -- |
| MARSHALL WACE, LLP | 0 | 0 | 0 | 0 | -- |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | 0 | 0 | 0 | -- |
| Renaissance | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Putnam | 0 | 0 | 0 | 0 | -- |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | -- |
| AllianceBernstein | 0 | 0 | 0 | 0 | -- |
| AQR | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 169 managers: 19,492 for, 94 against, 67,492 abstained, 175 not voted, 7,834,302 1 year, 160,571 3 year. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% Approved · of votes cast
Description as filed by funds: RATIFICATION OF APPOINTMENT OF PLANTE & MORAN, PLLC TO SERVE AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2026
Heritage Insurance Holdings, Inc.’s own tally for this item (“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”): 22,960,126 for, 63,723 against — passed, per its Form 8-K filed June 11, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal No. 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 ending December 31, 2026 was approved as…”
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 81 asset managers below reported 7,557,654 for.
| 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.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 30,334,925 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 6.10% |
| 2 | BlackRock | 3.39% |
| 3 | American Century | 3.13% |
| 4 | Fidelity | 2.61% |
| 5 | Dimensional | 1.33% |
| 6 | Charles Schwab | 0.74% |
| 7 | World Funds Trust | 0.74% |
| 8 | Invesco | 0.68% |
| 9 | TIAA | 0.55% |
| 10 | EA Series Trust | 0.53% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 3.39% |
| 2 | American Century | 3.29% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 2.45% |
| 4 | Prudential/PGIM | 1.68% |
| 5 | State Street | 1.55% |
| 6 | ACADIAN ASSET MANAGEMENT LLC | 0.99% |
| 7 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.78% |
| 8 | Charles Schwab | 0.74% |
| 9 | Vanguard | 0.72% |
| 10 | Two Sigma | 0.64% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| 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 March 31, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 March 31, 2026. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.
At Heritage Insurance Holdings, Inc.'s shareholder meeting held June 10, 2026, in the 2025-2026 proxy season, 238 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,636 separate fund positions. Their filings are grouped here into 9 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 June 11, 2026.
Heritage Insurance Holdings, Inc. proxy season coverage: 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.