Superior Planning, LLC’s Heritage Insurance Holdings HRTG Stock Holding History

Superior Planning, LLC’s Portfolio HRTG Stock Details HRTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.94K	Buy	+119	New	+$3.76K	﹤0.01%	1296

Other funds holding HRTG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return

Quartz Partners Saratoga Springs, New York $330M AUM 17.57% 1-Year Est. Return

Superior Planning, LLC's HRTG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Heritage Insurance Holdings (HRTG) in Q3 2026: 119 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings.

125 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

Superior Planning, LLC held 119 shares of Heritage Insurance Holdings worth $3.94K as of Q3 2026.
Heritage Insurance Holdings was a new Superior Planning, LLC position in Q3 2026.
Heritage Insurance Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1296 holding.
125 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.