AAG
HRTG icon

Armstrong Advisory Group’s Heritage Insurance Holdings HRTG Stock Holding History

Armstrong Advisory Group’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 		– Sell
-790
Closed -$20.7K – 995
2026
Q1 		$20.7K Buy
+790
New +$20.8K ﹤0.01% 555

Other funds holding HRTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group's HRTG Position: Q2 2026 in Review

Armstrong Advisory Group sold out of Heritage Insurance Holdings (HRTG) in Q2 2026, closing a stake of 790 shares — an estimated $20.7K sold.

Armstrong Advisory Group first reported a position in HRTG in Q1 2026 and held it in 1 quarter. The position peaked at $20.7K in Q1 2026. 11 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Armstrong Advisory Group reported no remaining Heritage Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Armstrong Advisory Group sold 790 Heritage Insurance Holdings shares in Q2 2026, an estimated $20.7K.
  • Armstrong Advisory Group first reported a position in Heritage Insurance Holdings in Q1 2026 and held it in 1 quarter.
  • Armstrong Advisory Group's Heritage Insurance Holdings position peaked at $20.7K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.