EverSource Wealth Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

EverSource Wealth Advisors’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	$13.1K	Sell	501 -344	-41%	-$8.58K	﹤0.01%	2742
2026 Q1	$22.2K	Sell	845 -344	-29%	-$9.08K	﹤0.01%	2438
2025 Q4	$34.8K	Buy	1,189 +330	+38%	+$8.92K	﹤0.01%	2003
2025 Q3	$21.6K	Sell	859 -65	-7%	-$1.48K	﹤0.01%	2308
2025 Q2	$23K	Buy	924 +637	+222%	+$13.6K	﹤0.01%	2189
2025 Q1	$4.14K	Buy	287 +147	+105%	+$1.77K	﹤0.01%	2586
2024 Q4	$1.69K	Buy	+140	New	+$1.61K	﹤0.01%	2776
2022 Q1	–	Sell	-413	Closed	-$2K	–	1767
2021 Q4	$2K	Buy	+413	New	+$2.72K	﹤0.01%	1557

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's HRTG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Heritage Insurance Holdings (HRTG) stake by 41% in Q2 2026, selling an estimated $8.58K and leaving 501 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

EverSource Wealth Advisors first reported a position in HRTG in Q4 2021 and has held it in 8 quarters since. The position peaked at $34.8K in Q4 2025. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

EverSource Wealth Advisors held 501 shares of Heritage Insurance Holdings worth $13.1K as of Q2 2026.
EverSource Wealth Advisors sold 344 Heritage Insurance Holdings shares in Q2 2026, an estimated $8.58K.
Heritage Insurance Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2742 holding.
EverSource Wealth Advisors first reported a position in Heritage Insurance Holdings in Q4 2021 and has held it in 8 quarters since.
EverSource Wealth Advisors's Heritage Insurance Holdings position peaked at $34.8K in Q4 2025.
188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.