Clearstead Advisors’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
Other funds holding HRTG
PRCP
Clearstead Advisors's HRTG Position: Q2 2026 in Review
Clearstead Advisors opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 3 shares worth $79. The stake represents ﹤0.01% of the portfolio and ranks #3404 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HRTG as recently as Q4 2025.
Clearstead Advisors first reported a position in HRTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.7K in Q3 2025. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.
- Clearstead Advisors held 3 shares of Heritage Insurance Holdings worth $79 as of Q2 2026.
- Heritage Insurance Holdings was a new Clearstead Advisors position in Q2 2026.
- Heritage Insurance Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3404 holding.
- Clearstead Advisors first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 4 quarters since.
- Clearstead Advisors's Heritage Insurance Holdings position peaked at $12.7K in Q3 2025.
- 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.