Legal & General Group’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $434K | Sell |
16,530
-2,814
| -15% | -$74.3K | ﹤0.01% | 2396 |
|
|
2025
Q4 | $566K | Buy |
19,344
+16,942
| +705% | +$458K | ﹤0.01% | 2391 |
|
|
2025
Q3 | $60.5K | Hold |
2,402
| – | – | ﹤0.01% | 2694 |
|
|
2025
Q2 | $59.9K | Buy |
2,402
+439
| +22% | +$9.37K | ﹤0.01% | 2686 |
|
|
2025
Q1 | $28.3K | Hold |
1,963
| – | – | ﹤0.01% | 2828 |
|
|
2024
Q4 | $23.8K | Hold |
1,963
| – | – | ﹤0.01% | 2966 |
|
|
2024
Q3 | $24K | Hold |
1,963
| – | – | ﹤0.01% | 2976 |
|
|
2024
Q2 | $13.9K | Buy |
+1,963
| New | +$17.3K | ﹤0.01% | 3177 |
|
|
2022
Q3 | – | Sell |
-2,212
| Closed | -$6K | – | 3468 |
|
|
2022
Q2 | $6K | Sell |
2,212
-41
| -2% | -$175 | ﹤0.01% | 3430 |
|
|
2022
Q1 | $16K | Hold |
2,253
| – | – | ﹤0.01% | 3289 |
|
|
2021
Q4 | $13K | Sell |
2,253
-5,753
| -72% | -$37.9K | ﹤0.01% | 3401 |
|
|
2021
Q3 | $54K | Buy |
8,006
+4,974
| +164% | +$35.8K | ﹤0.01% | 2955 |
|
|
2021
Q2 | $26K | Hold |
3,032
| – | – | ﹤0.01% | 3192 |
|
|
2021
Q1 | $34K | Hold |
3,032
| – | – | ﹤0.01% | 2950 |
|
|
2020
Q4 | $31K | Hold |
3,032
| – | – | ﹤0.01% | 2943 |
|
|
2020
Q3 | $31K | Sell |
3,032
-1,064
| -26% | -$13.2K | ﹤0.01% | 2834 |
|
|
2020
Q2 | $53K | Hold |
4,096
| – | – | ﹤0.01% | 2709 |
|
|
2020
Q1 | $44K | Sell |
4,096
-1,233
| -23% | -$14.6K | ﹤0.01% | 2632 |
|
|
2019
Q4 | $70K | Buy |
5,329
+114
| +2% | +$1.57K | ﹤0.01% | 2703 |
|
|
2019
Q3 | $78K | Hold |
5,215
| – | – | ﹤0.01% | 2603 |
|
|
2019
Q2 | $80K | Buy |
5,215
+1,307
| +33% | +$19.2K | ﹤0.01% | 2604 |
|
|
2019
Q1 | $57K | Hold |
3,908
| – | – | ﹤0.01% | 2662 |
|
|
2018
Q4 | $57K | Buy |
3,908
+779
| +25% | +$11.6K | ﹤0.01% | 2648 |
|
|
2018
Q3 | $46K | Hold |
3,129
| – | – | ﹤0.01% | 2809 |
|
|
2018
Q2 | $52K | Sell |
3,129
-727
| -19% | -$12K | ﹤0.01% | 2727 |
|
|
2018
Q1 | $58K | Sell |
3,856
-1,857
| -33% | -$31.8K | ﹤0.01% | 2683 |
|
|
2017
Q4 | $102K | Sell |
5,713
-782
| -12% | -$13K | ﹤0.01% | 2567 |
|
|
2017
Q3 | $85K | Sell |
6,495
-853
| -12% | -$10.3K | ﹤0.01% | 2727 |
|
|
2017
Q2 | $96K | Hold |
7,348
| – | – | ﹤0.01% | 2625 |
|
|
2017
Q1 | $93K | Sell |
7,348
-199
| -3% | -$2.86K | ﹤0.01% | 2583 |
|
|
2016
Q4 | $119K | Buy |
7,547
+3,834
| +103% | +$53.4K | ﹤0.01% | 2445 |
|
|
2016
Q3 | $53K | Hold |
3,713
| – | – | ﹤0.01% | 2495 |
|
|
2016
Q2 | $44K | Buy |
3,713
+2,690
| +263% | +$35.9K | ﹤0.01% | 2536 |
|
|
2016
Q1 | $16K | Buy |
1,023
+728
| +247% | +$13.3K | ﹤0.01% | 2699 |
|
|
2015
Q4 | $6K | Hold |
295
| – | – | ﹤0.01% | 2784 |
|
|
2015
Q3 | $6K | Buy |
+295
| New | +$6.27K | ﹤0.01% | 2781 |
|
Other funds holding HRTG
VCM
VPM
Legal & General Group's HRTG Position: Q1 2026 in Review
Legal & General Group reduced its Heritage Insurance Holdings (HRTG) stake by 15% in Q1 2026, selling an estimated $74.3K and leaving 16,530 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.
Legal & General Group first reported a position in HRTG in Q3 2015 and has held it in 36 quarters since. The position peaked at $566K in Q4 2025. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.
- Legal & General Group held 16,530 shares of Heritage Insurance Holdings worth $434K as of Q1 2026.
- Legal & General Group sold 2,814 Heritage Insurance Holdings shares in Q1 2026, an estimated $74.3K.
- Heritage Insurance Holdings made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2396 holding.
- Legal & General Group first reported a position in Heritage Insurance Holdings in Q3 2015 and has held it in 36 quarters since.
- Legal & General Group's Heritage Insurance Holdings position peaked at $566K in Q4 2025.
- 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.