Inspire Investing
HRTG icon

Inspire Investing’s Heritage Insurance Holdings HRTG Stock Holding History

Inspire Investing’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 		$2.33M Buy
+70,152
New +$2.22M 0.1% 265
2026
Q2 		– Sell
-58,915
Closed -$1.55M – 1291
2026
Q1 		$1.55M Buy
+58,915
New +$1.55M 0.09% 275

Other funds holding HRTG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quartz Partners
Quartz Partners Saratoga Springs, New York $330M AUM 17.57% 1-Year Est. Return
Annis Gardner Whiting Capital Advisors
Annis Gardner Whiting Capital Advisors Tampa, Florida $679M AUM 26.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Inspire Investing's HRTG Position: Q3 2026 in Review

Inspire Investing opened a new position in Heritage Insurance Holdings (HRTG) in Q3 2026: 70,152 shares worth $2.33M. The stake represents 0.1% of the portfolio and ranks #265 among its holdings. This is a return to the name: Inspire Investing previously reported a position in HRTG as recently as Q1 2026.

Inspire Investing first reported a position in HRTG in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

  • Inspire Investing held 70,152 shares of Heritage Insurance Holdings worth $2.33M as of Q3 2026.
  • Heritage Insurance Holdings was a new Inspire Investing position in Q3 2026.
  • Heritage Insurance Holdings made up 0.1% of Inspire Investing's portfolio in Q3 2026, its #265 holding.
  • Inspire Investing first reported a position in Heritage Insurance Holdings in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.