AXA Investment Managers’s Heritage Insurance Holdings HRTG Stock Holding History

AXA Investment Managers’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
2025 Q3	$1.46M	Buy	+58,001	New	+$1.32M	﹤0.01%	828

Other funds holding HRTG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

AXA Investment Managers's HRTG Position: Q3 2025 in Review

AXA Investment Managers opened a new position in Heritage Insurance Holdings (HRTG) in Q3 2025: 58,001 shares worth $1.46M. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

176 funds tracked by Wall St. Rank hold HRTG as of Q3 2025.

AXA Investment Managers held 58,001 shares of Heritage Insurance Holdings worth $1.46M as of Q3 2025.
Heritage Insurance Holdings was a new AXA Investment Managers position in Q3 2025.
Heritage Insurance Holdings made up ﹤0.01% of AXA Investment Managers's portfolio in Q3 2025, its #828 holding.
176 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.