AUB
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Atlantic Union Bankshares’s Heritage Insurance Holdings HRTG Stock Holding History

Atlantic Union Bankshares’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 		$49.7K Hold
1,907
– – ﹤0.01% 940
2026
Q1 		$50.1K Buy
+1,907
New +$50.3K ﹤0.01% 895

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atlantic Union Bankshares's HRTG Position: Q2 2026 in Review

Atlantic Union Bankshares held its Heritage Insurance Holdings (HRTG) position steady in Q2 2026 at 1,907 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Atlantic Union Bankshares first reported a position in HRTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $50.1K in Q1 2026. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Atlantic Union Bankshares held 1,907 shares of Heritage Insurance Holdings worth $49.7K as of Q2 2026.
  • Atlantic Union Bankshares left its Heritage Insurance Holdings share count unchanged in Q2 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #940 holding.
  • Atlantic Union Bankshares first reported a position in Heritage Insurance Holdings in Q1 2026 and has held it in 2 quarters since.
  • Atlantic Union Bankshares's Heritage Insurance Holdings position peaked at $50.1K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.