BHCM
HRTG icon

Brevan Howard Capital Management’s Heritage Insurance Holdings HRTG Stock Holding History

Brevan Howard Capital Management’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
Q1 		$376K Buy
+14,305
New +$377K ﹤0.01% 1470
2024
Q2 		– Sell
-34,908
Closed -$372K – 1195
2024
Q1 		$372K Buy
+34,908
New +$246K ﹤0.01% 570

Other funds holding HRTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Brevan Howard Capital Management's HRTG Position: Q1 2026 in Review

Brevan Howard Capital Management opened a new position in Heritage Insurance Holdings (HRTG) in Q1 2026: 14,305 shares worth $376K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings. This is a return to the name: Brevan Howard Capital Management previously reported a position in HRTG as recently as Q1 2024.

Brevan Howard Capital Management first reported a position in HRTG in Q1 2024 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Brevan Howard Capital Management held 14,305 shares of Heritage Insurance Holdings worth $376K as of Q1 2026.
  • Heritage Insurance Holdings was a new Brevan Howard Capital Management position in Q1 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of Brevan Howard Capital Management's portfolio in Q1 2026, its #1470 holding.
  • Brevan Howard Capital Management first reported a position in Heritage Insurance Holdings in Q1 2024 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Brevan Howard Capital Management's 13F filing for Q1 2026, filed 15 May 2026.