FFO
HRTG icon

Fortitude Family Office’s Heritage Insurance Holdings HRTG Stock Holding History

Fortitude Family Office’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 		$2.92K Hold
88
– – ﹤0.01% 1839
2026
Q2 		$2.29K Buy
+88
New +$2.19K ﹤0.01% 1433
2026
Q1 		– Sell
-64
Closed -$1.87K – 1974
2025
Q4 		$1.87K Buy
+64
New +$1.73K ﹤0.01% 1207
2025
Q3 		– Sell
-20
Closed -$499 – 2055
2025
Q2 		$499 Buy
+20
New +$427 ﹤0.01% 1819

Other funds holding HRTG

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fortitude Family Office's HRTG Position: Q3 2026 in Review

Fortitude Family Office held its Heritage Insurance Holdings (HRTG) position steady in Q3 2026 at 88 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Fortitude Family Office first reported a position in HRTG in Q2 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

  • Fortitude Family Office held 88 shares of Heritage Insurance Holdings worth $2.92K as of Q3 2026.
  • Fortitude Family Office left its Heritage Insurance Holdings share count unchanged in Q3 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1839 holding.
  • Fortitude Family Office first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.