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Financial Management Professionals’s Heritage Insurance Holdings HRTG Stock Holding History

Financial Management Professionals’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 		– Sell
-1,020
Closed -$26.8K – 1078
2026
Q1 		$26.8K Hold
1,020
– – ﹤0.01% 339
2025
Q4 		$29.8K Hold
1,020
– – ﹤0.01% 320
2025
Q3 		$25.7K Buy
+1,020
New +$23.2K ﹤0.01% 345

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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Financial Management Professionals's HRTG Position: Q2 2026 in Review

Financial Management Professionals sold out of Heritage Insurance Holdings (HRTG) in Q2 2026, closing a stake of 1,020 shares — an estimated $26.8K sold.

Financial Management Professionals first reported a position in HRTG in Q3 2025 and held it in 3 quarters. The position peaked at $29.8K in Q4 2025. 12 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Financial Management Professionals reported no remaining Heritage Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Financial Management Professionals sold 1,020 Heritage Insurance Holdings shares in Q2 2026, an estimated $26.8K.
  • Financial Management Professionals first reported a position in Heritage Insurance Holdings in Q3 2025 and held it in 3 quarters.
  • Financial Management Professionals's Heritage Insurance Holdings position peaked at $29.8K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.