LFG
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Larson Financial Group's HRTG Position: Q2 2026 in Review

Larson Financial Group increased its Heritage Insurance Holdings (HRTG) stake by 358% in Q2 2026, buying an estimated $53.5K and bringing the position to 2,746 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Larson Financial Group first reported a position in HRTG in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Larson Financial Group held 2,746 shares of Heritage Insurance Holdings worth $71.6K as of Q2 2026.
  • Larson Financial Group bought 2,147 Heritage Insurance Holdings shares in Q2 2026, an estimated $53.5K.
  • Heritage Insurance Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1355 holding.
  • Larson Financial Group first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.