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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
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

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

Farther Finance Advisors's HRTG Position: Q1 2026 in Review

Farther Finance Advisors reduced its Heritage Insurance Holdings (HRTG) stake by 49% in Q1 2026, selling an estimated $4.22K and leaving 167 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4578.

Farther Finance Advisors first reported a position in HRTG in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.57K in Q4 2025. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Farther Finance Advisors held 167 shares of Heritage Insurance Holdings worth $4.21K as of Q1 2026.
  • Farther Finance Advisors sold 160 Heritage Insurance Holdings shares in Q1 2026, an estimated $4.22K.
  • Heritage Insurance Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #4578 holding.
  • Farther Finance Advisors first reported a position in Heritage Insurance Holdings in Q1 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Heritage Insurance Holdings position peaked at $9.57K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.