AssetMark Inc
HRTG icon

AssetMark Inc’s Heritage Insurance Holdings HRTG Stock Holding History

AssetMark Inc’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 		$4.97K Buy
+150
New +$4.74K ﹤0.01% 2774

Other funds holding HRTG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quartz Partners
Quartz Partners Saratoga Springs, New York $330M AUM 17.57% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

AssetMark Inc's HRTG Position: Q3 2026 in Review

AssetMark Inc opened a new position in Heritage Insurance Holdings (HRTG) in Q3 2026: 150 shares worth $4.97K. The stake represents ﹤0.01% of the portfolio and ranks #2774 among its holdings.

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

  • AssetMark Inc held 150 shares of Heritage Insurance Holdings worth $4.97K as of Q3 2026.
  • Heritage Insurance Holdings was a new AssetMark Inc position in Q3 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2774 holding.
  • 67 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.