FFO
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fortitude Family Office's HRTG Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 88 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in HRTG as recently as Q4 2025.

Fortitude Family Office first reported a position in HRTG in Q2 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Fortitude Family Office held 88 shares of Heritage Insurance Holdings worth $2.29K as of Q2 2026.
  • Heritage Insurance Holdings was a new Fortitude Family Office position in Q2 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1433 holding.
  • Fortitude Family Office first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.