Cambridge Investment Research Advisors
HRTG icon

Cambridge Investment Research Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Cambridge Investment Research Advisors’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 		$306K Sell
11,735
-1,099
-9% -$27.4K ﹤0.01% 3428
2026
Q1 		$337K Buy
12,834
+349
+3% +$9.21K ﹤0.01% 3173
2025
Q4 		$365K Buy
12,485
+228
+2% +$6.16K ﹤0.01% 3006
2025
Q3 		$309K Buy
12,257
+2,319
+23% +$52.7K ﹤0.01% 3087
2025
Q2 		$248K Buy
+9,938
New +$212K ﹤0.01% 3143

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 $3.38T AUM 44.17% 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

Cambridge Investment Research Advisors's HRTG Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Heritage Insurance Holdings (HRTG) stake by 8.6% in Q2 2026, selling an estimated $27.4K and leaving 11,735 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Cambridge Investment Research Advisors first reported a position in HRTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $365K in Q4 2025. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Cambridge Investment Research Advisors held 11,735 shares of Heritage Insurance Holdings worth $306K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,099 Heritage Insurance Holdings shares in Q2 2026, an estimated $27.4K.
  • Heritage Insurance Holdings made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3428 holding.
  • Cambridge Investment Research Advisors first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 5 quarters since.
  • Cambridge Investment Research Advisors's Heritage Insurance Holdings position peaked at $365K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.