Capstone Investment Advisors
HRTG icon

Capstone Investment Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-8,884
Closed -$224K – 1807
2025
Q3 		$224K Buy
+8,884
New +$202K ﹤0.01% 1775

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Capstone Investment Advisors's HRTG Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Heritage Insurance Holdings (HRTG) in Q4 2025, closing a stake of 8,884 shares — an estimated $224K sold.

Capstone Investment Advisors first reported a position in HRTG in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 201 funds tracked by Wall St. Rank hold HRTG as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Heritage Insurance Holdings position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,884 Heritage Insurance Holdings shares in Q4 2025, an estimated $224K.
  • Capstone Investment Advisors first reported a position in Heritage Insurance Holdings in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Heritage Insurance Holdings position peaked at $224K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.