Farther Finance Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Farther Finance 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 Q3	$12K	Buy	361 +121	+50%	+$3.82K	﹤0.01%	4511
2026 Q2	$6.26K	Buy	240 +73	+44%	+$1.82K	﹤0.01%	4670
2026 Q1	$4.21K	Sell	167 -160	-49%	-$4.22K	﹤0.01%	4578
2025 Q4	$9.57K	Buy	327 +209	+177%	+$5.65K	﹤0.01%	3953
2025 Q3	$2.97K	Buy	118 +61	+107%	+$1.39K	﹤0.01%	3979
2025 Q2	$1.42K	Hold	57	–	–	﹤0.01%	3808
2025 Q1	$862	Buy	+57	New	+$685	﹤0.01%	3659

Other funds holding HRTG

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's HRTG Position: Q3 2026 in Review

Farther Finance Advisors increased its Heritage Insurance Holdings (HRTG) stake by 50% in Q3 2026, buying an estimated $3.82K and bringing the position to 361 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4511.

Farther Finance Advisors first reported a position in HRTG in Q1 2025 and has held it in 7 quarters since. 4 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

Farther Finance Advisors held 361 shares of Heritage Insurance Holdings worth $12K as of Q3 2026.
Farther Finance Advisors bought 121 Heritage Insurance Holdings shares in Q3 2026, an estimated $3.82K.
Heritage Insurance Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4511 holding.
Farther Finance Advisors first reported a position in Heritage Insurance Holdings in Q1 2025 and has held it in 7 quarters since.
4 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.