Corient Private Wealth’s Heritage Insurance Holdings HRTG Stock Holding History

Corient Private Wealth’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	$1.09M	Buy	+41,833	New	+$1.04M	﹤0.01%	1756

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Corient Private Wealth's HRTG Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 41,833 shares worth $1.09M. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

Corient Private Wealth held 41,833 shares of Heritage Insurance Holdings worth $1.09M as of Q2 2026.
Heritage Insurance Holdings was a new Corient Private Wealth position in Q2 2026.
Heritage Insurance Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1756 holding.
188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.