Larson Financial Group
HRTG icon

Larson Financial Group’s Heritage Insurance Holdings HRTG Stock Holding History

Larson Financial Group’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 		$179K Buy
5,399
+2,653
+97% +$83.8K ﹤0.01% 983
2026
Q2 		$71.6K Buy
2,746
+2,147
+358% +$53.5K ﹤0.01% 1355
2026
Q1 		$15.7K Buy
599
+176
+42% +$4.64K ﹤0.01% 1976
2025
Q4 		$12.4K Buy
423
+182
+76% +$4.92K ﹤0.01% 1996
2025
Q3 		$6.07K Buy
241
+87
+56% +$1.98K ﹤0.01% 2281
2025
Q2 		$3.84K Buy
+154
New +$3.29K ﹤0.01% 2179

Other funds holding HRTG

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
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
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
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Quartz Partners
Quartz Partners Saratoga Springs, New York $330M AUM 17.57% 1-Year Est. Return

Larson Financial Group's HRTG Position: Q3 2026 in Review

Larson Financial Group increased its Heritage Insurance Holdings (HRTG) stake by 97% in Q3 2026, buying an estimated $83.8K and bringing the position to 5,399 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Larson Financial Group first reported a position in HRTG in Q2 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

  • Larson Financial Group held 5,399 shares of Heritage Insurance Holdings worth $179K as of Q3 2026.
  • Larson Financial Group bought 2,653 Heritage Insurance Holdings shares in Q3 2026, an estimated $83.8K.
  • Heritage Insurance Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #983 holding.
  • Larson Financial Group first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 6 quarters since.
  • 125 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.