Ameritas Investment Partners’s Heritage Insurance Holdings HRTG Stock Holding History

Ameritas Investment Partners’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 Q2	$58.7K	Buy	2,249 +334	+17%	+$8.33K	﹤0.01%	2168
2026 Q1	$50.3K	Hold	1,915	–	–	﹤0.01%	2089
2025 Q4	$56K	Hold	1,915	–	–	﹤0.01%	2047
2025 Q3	$48.2K	Sell	1,915 -325	-15%	-$7.38K	﹤0.01%	2151
2025 Q2	$55.9K	Hold	2,240	–	–	﹤0.01%	2114
2025 Q1	$32.3K	Hold	2,240	–	–	﹤0.01%	2339
2024 Q4	$27.1K	Hold	2,240	–	–	﹤0.01%	2502
2024 Q3	$27.4K	Hold	2,240	–	–	﹤0.01%	2496
2024 Q2	$15.9K	Buy	+2,240	New	+$19.8K	﹤0.01%	2717
2022 Q2	–	Sell	-1,906	Closed	-$14K	–	3142
2022 Q1	$14K	Hold	1,906	–	–	﹤0.01%	2684
2021 Q4	$11K	Hold	1,906	–	–	﹤0.01%	2864
2021 Q3	$13K	Hold	1,906	–	–	﹤0.01%	2874
2021 Q2	$16K	Hold	1,906	–	–	﹤0.01%	2834
2021 Q1	$21K	Hold	1,906	–	–	﹤0.01%	2535
2020 Q4	$19K	Hold	1,906	–	–	﹤0.01%	2498
2020 Q3	$19K	Hold	1,906	–	–	﹤0.01%	2401
2020 Q2	$25K	Hold	1,906	–	–	﹤0.01%	2234
2020 Q1	$20K	Hold	1,906	–	–	﹤0.01%	2183
2019 Q4	$25K	Hold	1,906	–	–	﹤0.01%	2301
2019 Q3	$28K	Hold	1,906	–	–	﹤0.01%	2209
2019 Q2	$29K	Hold	1,906	–	–	﹤0.01%	2219
2019 Q1	$28K	Hold	1,906	–	–	﹤0.01%	2196
2018 Q4	$28K	Hold	1,906	–	–	﹤0.01%	2141
2018 Q3	$28K	Hold	1,906	–	–	﹤0.01%	2332
2018 Q2	$32K	Hold	1,906	–	–	﹤0.01%	2247
2018 Q1	$29K	Hold	1,906	–	–	﹤0.01%	2228
2017 Q4	$34K	Hold	1,906	–	–	﹤0.01%	2144
2017 Q3	$21K	Hold	1,906	–	–	﹤0.01%	2389
2017 Q2	$25K	Hold	1,906	–	–	﹤0.01%	2339
2017 Q1	$24K	Buy	+1,906	New	+$27.4K	﹤0.01%	2304

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameritas Investment Partners's HRTG Position: Q2 2026 in Review

Ameritas Investment Partners increased its Heritage Insurance Holdings (HRTG) stake by 17% in Q2 2026, buying an estimated $8.33K and bringing the position to 2,249 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Ameritas Investment Partners first reported a position in HRTG in Q1 2017 and has held it in 30 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

Ameritas Investment Partners held 2,249 shares of Heritage Insurance Holdings worth $58.7K as of Q2 2026.
Ameritas Investment Partners bought 334 Heritage Insurance Holdings shares in Q2 2026, an estimated $8.33K.
Heritage Insurance Holdings made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2168 holding.
Ameritas Investment Partners first reported a position in Heritage Insurance Holdings in Q1 2017 and has held it in 30 quarters since.
188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.