Creative Planning
HRTG icon

Creative Planning’s Heritage Insurance Holdings HRTG Stock Holding History

Creative Planning’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
2018
Q1 		– Sell
-14,700
Closed -$32K – 2070
2017
Q4 		$32K Buy
+14,700
New +$244K ﹤0.01% 1829

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 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

Creative Planning's HRTG Position: Q2 2026 in Review

Creative Planning increased its Heritage Insurance Holdings (HRTG) stake by 9.3% in Q2 2026, buying an estimated $105K and bringing the position to 49,528 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Creative Planning first reported a position in HRTG in Q1 2015 and has held it in 21 quarters since. The position peaked at $31.7M in Q1 2016. 189 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Creative Planning held 49,528 shares of Heritage Insurance Holdings worth $1.29M as of Q2 2026.
  • Creative Planning bought 4,195 Heritage Insurance Holdings shares in Q2 2026, an estimated $105K.
  • Heritage Insurance Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2444 holding.
  • Creative Planning first reported a position in Heritage Insurance Holdings in Q1 2015 and has held it in 21 quarters since.
  • Creative Planning's Heritage Insurance Holdings position peaked at $31.7M in Q1 2016.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.