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MassMutual Private Wealth & Trust’s Heritage Insurance Holdings HRTG Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-18
Closed -$473 – 2443
2026
Q1 		$473 Sell
18
-4
-18% -$106 ﹤0.01% 2237
2025
Q4 		$644 Hold
22
– – ﹤0.01% 2213
2025
Q3 		$554 Buy
+22
New +$500 ﹤0.01% 2225

Other funds holding HRTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's HRTG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Heritage Insurance Holdings (HRTG) in Q2 2026, closing a stake of 18 shares — an estimated $473 sold.

MassMutual Private Wealth & Trust first reported a position in HRTG in Q3 2025 and held it in 3 quarters. The position peaked at $644 in Q4 2025. 37 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Heritage Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 18 Heritage Insurance Holdings shares in Q2 2026, an estimated $473.
  • MassMutual Private Wealth & Trust first reported a position in Heritage Insurance Holdings in Q3 2025 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Heritage Insurance Holdings position peaked at $644 in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.