IFP Advisors
HRTG icon

IFP Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

IFP Advisors’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 		$20.2K Sell
609
-766
-56% -$24.2K ﹤0.01% 2958
2026
Q2 		$35.9K Sell
1,375
-574
-29% -$14.3K ﹤0.01% 2606
2026
Q1 		$51.2K Buy
1,949
+1,387
+247% +$36.6K ﹤0.01% 2227
2025
Q4 		$16.4K Buy
562
+357
+174% +$9.7K ﹤0.01% 2819
2025
Q3 		$5.16K Sell
205
-157
-43% -$3.57K ﹤0.01% 3229
2025
Q2 		$9.03K Buy
362
+119
+49% +$2.54K ﹤0.01% 2982
2025
Q1 		$3.5K Buy
243
+236
+3,371% +$2.84K ﹤0.01% 2966
2024
Q4 		$85 Buy
+7
New +$81 ﹤0.01% 4092
2023
Q1 		– Sell
-1,350
Closed -$23K – 3860
2022
Q4 		$23K Hold
1,350
– – ﹤0.01% 2781
2022
Q3 		$23K Hold
1,350
– – ﹤0.01% 2953
2022
Q2 		$23K Hold
1,350
– – ﹤0.01% 2718
2022
Q1 		$23K Buy
+1,350
New +$8.36K ﹤0.01% 2716
2019
Q4 		– Sell
-1,350
Closed -$20K – 2961
2019
Q3 		$20K Buy
+1,350
New +$19.6K ﹤0.01% 1756
2018
Q4 		– Sell
-20,900
Closed -$310K – 3684
2018
Q3 		$310K Hold
20,900
– – 0.01% 878
2018
Q2 		$348K Sell
20,900
-8,060
-28% -$133K 0.01% 821
2018
Q1 		$522K Hold
28,960
– – 0.02% 607
2017
Q4 		$522K Sell
28,960
-7,096
-20% -$118K 0.02% 609
2017
Q3 		$476K Sell
36,056
-17,700
-33% -$213K 0.02% 712
2017
Q2 		$700K Sell
53,756
-14,832
-22% -$186K 0.03% 546
2017
Q1 		$876K Sell
68,588
-7,000
-9% -$101K 0.04% 462
2016
Q4 		$1.18M Buy
75,588
+1,522
+2% +$21.2K 0.06% 348
2016
Q3 		$1.07M Buy
74,066
+71,066
+2,369% +$935K 0.06% 344
2016
Q2 		$36K Buy
+3,000
New +$40K ﹤0.01% 1968
2016
Q1 		– Sell
-2,200
Closed -$48K – 2830
2015
Q4 		$48K Buy
+2,200
New +$48.6K ﹤0.01% 1646

Other funds holding HRTG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IFP Advisors's HRTG Position: Q3 2026 in Review

IFP Advisors reduced its Heritage Insurance Holdings (HRTG) stake by 56% in Q3 2026, selling an estimated $24.2K and leaving 609 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

IFP Advisors first reported a position in HRTG in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.18M in Q4 2016. 154 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

  • IFP Advisors held 609 shares of Heritage Insurance Holdings worth $20.2K as of Q3 2026.
  • IFP Advisors sold 766 Heritage Insurance Holdings shares in Q3 2026, an estimated $24.2K.
  • Heritage Insurance Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2958 holding.
  • IFP Advisors first reported a position in Heritage Insurance Holdings in Q4 2015 and has held it in 24 quarters since.
  • IFP Advisors's Heritage Insurance Holdings position peaked at $1.18M in Q4 2016.
  • 154 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.