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Kingsview Wealth Management’s Heritage Insurance Holdings HRTG Stock Holding History

Kingsview Wealth Management’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
2025
Q3 		– Sell
-11,284
Closed -$281K – 1244
2025
Q2 		$281K Sell
11,284
-4,500
-29% -$96.1K ﹤0.01% 966
2025
Q1 		$228K Buy
+15,784
New +$190K ﹤0.01% 991

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Kingsview Wealth Management's HRTG Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Heritage Insurance Holdings (HRTG) in Q3 2025, closing a stake of 11,284 shares — an estimated $281K sold.

Kingsview Wealth Management first reported a position in HRTG in Q1 2025 and held it in 2 quarters. The position peaked at $281K in Q2 2025. 176 funds tracked by Wall St. Rank hold HRTG as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Heritage Insurance Holdings position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,284 Heritage Insurance Holdings shares in Q3 2025, an estimated $281K.
  • Kingsview Wealth Management first reported a position in Heritage Insurance Holdings in Q1 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's Heritage Insurance Holdings position peaked at $281K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.