DWM
HRTG icon

Drive Wealth Management’s Heritage Insurance Holdings HRTG Stock Holding History

Drive Wealth Management’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 		$209K Buy
+8,011
New +$200K 0.04% 421

Other funds holding HRTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Drive Wealth Management's HRTG Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 8,011 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #421 among its holdings.

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

  • Drive Wealth Management held 8,011 shares of Heritage Insurance Holdings worth $209K as of Q2 2026.
  • Heritage Insurance Holdings was a new Drive Wealth Management position in Q2 2026.
  • Heritage Insurance Holdings made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #421 holding.
  • 25 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.