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
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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VCM
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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

Cerity Partners's HRTG Position: Q1 2026 in Review

Cerity Partners increased its Heritage Insurance Holdings (HRTG) stake by 23% in Q1 2026, buying an estimated $253K and bringing the position to 52,100 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Cerity Partners first reported a position in HRTG in Q4 2025 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Cerity Partners held 52,100 shares of Heritage Insurance Holdings worth $1.37M as of Q1 2026.
  • Cerity Partners bought 9,581 Heritage Insurance Holdings shares in Q1 2026, an estimated $253K.
  • Heritage Insurance Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1684 holding.
  • Cerity Partners first reported a position in Heritage Insurance Holdings in Q4 2025 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 Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.