Freestone Grove Partners’s Heritage Insurance Holdings HRTG Stock Holding History

Freestone Grove Partners’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	$450K	Buy	+17,243	New	+$430K	﹤0.01%	692

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Freestone Grove Partners's HRTG Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 17,243 shares worth $450K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings.

188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

Freestone Grove Partners held 17,243 shares of Heritage Insurance Holdings worth $450K as of Q2 2026.
Heritage Insurance Holdings was a new Freestone Grove Partners position in Q2 2026.
Heritage Insurance Holdings made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #692 holding.
188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.