EWA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EverSource Wealth Advisors's HRTG Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Heritage Insurance Holdings (HRTG) stake by 29% in Q1 2026, selling an estimated $9.08K and leaving 845 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

EverSource Wealth Advisors first reported a position in HRTG in Q4 2021 and has held it in 7 quarters since. The position peaked at $34.8K in Q4 2025. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • EverSource Wealth Advisors held 845 shares of Heritage Insurance Holdings worth $22.2K as of Q1 2026.
  • EverSource Wealth Advisors sold 344 Heritage Insurance Holdings shares in Q1 2026, an estimated $9.08K.
  • Heritage Insurance Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2438 holding.
  • EverSource Wealth Advisors first reported a position in Heritage Insurance Holdings in Q4 2021 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Heritage Insurance Holdings position peaked at $34.8K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.