Cerity Partners
HRTG icon

Cerity Partners’s Heritage Insurance Holdings HRTG Stock Holding History

Cerity Partners’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 		$1.55M Buy
59,355
+7,255
+14% +$181K ﹤0.01% 1734
2026
Q1 		$1.37M Buy
52,100
+9,581
+23% +$253K ﹤0.01% 1684
2025
Q4 		$1.24M Buy
+42,519
New +$1.15M ﹤0.01% 1605

Other funds holding HRTG

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
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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

Cerity Partners's HRTG Position: Q2 2026 in Review

Cerity Partners increased its Heritage Insurance Holdings (HRTG) stake by 14% in Q2 2026, buying an estimated $181K and bringing the position to 59,355 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Cerity Partners first reported a position in HRTG in Q4 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Cerity Partners held 59,355 shares of Heritage Insurance Holdings worth $1.55M as of Q2 2026.
  • Cerity Partners bought 7,255 Heritage Insurance Holdings shares in Q2 2026, an estimated $181K.
  • Heritage Insurance Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1734 holding.
  • Cerity Partners first reported a position in Heritage Insurance Holdings in Q4 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.