Grantham, Mayo, Van Otterloo & Co (GMO)
HRTG icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Heritage Insurance Holdings HRTG Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q1 		$324K Hold
12,342
– – ﹤0.01% 589
2025
Q4 		$361K Sell
12,342
-939
-7% -$25.4K ﹤0.01% 604
2025
Q3 		$334K Hold
13,281
– – ﹤0.01% 553
2025
Q2 		$331K Buy
+13,281
New +$284K ﹤0.01% 565

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VCM
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American Century Companies
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VPM
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Geode Capital Management
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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s HRTG Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) held its Heritage Insurance Holdings (HRTG) position steady in Q1 2026 at 12,342 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in HRTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $361K in Q4 2025. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 12,342 shares of Heritage Insurance Holdings worth $324K as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) left its Heritage Insurance Holdings share count unchanged in Q1 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #589 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 4 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Heritage Insurance Holdings position peaked at $361K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.