Cetera Investment Advisers
HRTG icon

Cetera Investment Advisers’s Heritage Insurance Holdings HRTG Stock Holding History

Cetera Investment Advisers’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
2024
Q4 		– Sell
-22,520
Closed -$276K – 3830
2024
Q3 		$276K Buy
+22,520
New +$261K ﹤0.01% 3139

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Investment Advisers's HRTG Position: Q4 2024 in Review

Cetera Investment Advisers sold out of Heritage Insurance Holdings (HRTG) in Q4 2024, closing a stake of 22,520 shares — an estimated $276K sold.

Cetera Investment Advisers first reported a position in HRTG in Q3 2024 and held it in 1 quarter. The position peaked at $276K in Q3 2024. 121 funds tracked by Wall St. Rank hold HRTG as of Q4 2024.

  • Cetera Investment Advisers reported no remaining Heritage Insurance Holdings position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 22,520 Heritage Insurance Holdings shares in Q4 2024, an estimated $276K.
  • Cetera Investment Advisers first reported a position in Heritage Insurance Holdings in Q3 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's Heritage Insurance Holdings position peaked at $276K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.