First Affirmative Financial Network’s Heritage Insurance Holdings HRTG Stock Holding History

First Affirmative Financial Network’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	$211K	Buy	+6,368	New	+$201K	0.05%	365

Other funds holding HRTG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

First Affirmative Financial Network's HRTG Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Heritage Insurance Holdings (HRTG) in Q3 2026: 6,368 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #365 among its holdings.

23 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

First Affirmative Financial Network held 6,368 shares of Heritage Insurance Holdings worth $211K as of Q3 2026.
Heritage Insurance Holdings was a new First Affirmative Financial Network position in Q3 2026.
Heritage Insurance Holdings made up 0.05% of First Affirmative Financial Network's portfolio in Q3 2026, its #365 holding.
23 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.