MetLife Investment Management
HRTG icon

MetLife Investment Management’s Heritage Insurance Holdings HRTG Stock Holding History

MetLife Investment 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
2026
Q2 		$359K Buy
13,774
+676
+5% +$16.9K ﹤0.01% 2101
2026
Q1 		$344K Hold
13,098
– – ﹤0.01% 1939
2025
Q4 		$383K Hold
13,098
– – ﹤0.01% 1922
2025
Q3 		$330K Hold
13,098
– – ﹤0.01% 2027
2025
Q2 		$327K Hold
13,098
– – ﹤0.01% 1898
2025
Q1 		$189K Sell
13,098
-293
-2% -$3.52K ﹤0.01% 2231
2024
Q4 		$162K Hold
13,391
– – ﹤0.01% 2408
2024
Q3 		$164K Buy
13,391
+7,545
+129% +$87.5K ﹤0.01% 2387
2024
Q2 		$41.4K Buy
+5,846
New +$51.7K ﹤0.01% 2788
2020
Q4 		– Sell
-11,792
Closed -$119K – 2288
2020
Q3 		$119K Hold
11,792
– – ﹤0.01% 2133
2020
Q2 		$154K Hold
11,792
– – ﹤0.01% 2046
2020
Q1 		$126K Hold
11,792
– – ﹤0.01% 1949
2019
Q4 		$156K Hold
11,792
– – ﹤0.01% 2112
2019
Q3 		$176K Hold
11,792
– – ﹤0.01% 2012
2019
Q2 		$182K Sell
11,792
-23,584
-67% -$347K ﹤0.01% 2082
2019
Q1 		$516K Buy
35,376
+23,584
+200% +$349K ﹤0.01% 2026
2018
Q4 		$174K Hold
11,792
– – ﹤0.01% 1984
2018
Q3 		$175K Hold
11,792
– – ﹤0.01% 2161
2018
Q2 		$197K Hold
11,792
– – ﹤0.01% 1927
2018
Q1 		$179K Hold
11,792
– – ﹤0.01% 1947
2017
Q4 		$212K Buy
+11,792
New +$196K ﹤0.01% 1896

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 $3.38T AUM 44.17% 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

MetLife Investment Management's HRTG Position: Q2 2026 in Review

MetLife Investment Management increased its Heritage Insurance Holdings (HRTG) stake by 5.2% in Q2 2026, buying an estimated $16.9K and bringing the position to 13,774 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

MetLife Investment Management first reported a position in HRTG in Q4 2017 and has held it in 21 quarters since. The position peaked at $516K in Q1 2019. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • MetLife Investment Management held 13,774 shares of Heritage Insurance Holdings worth $359K as of Q2 2026.
  • MetLife Investment Management bought 676 Heritage Insurance Holdings shares in Q2 2026, an estimated $16.9K.
  • Heritage Insurance Holdings made up ﹤0.01% of MetLife Investment Management's portfolio in Q2 2026, its #2101 holding.
  • MetLife Investment Management first reported a position in Heritage Insurance Holdings in Q4 2017 and has held it in 21 quarters since.
  • MetLife Investment Management's Heritage Insurance Holdings position peaked at $516K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on MetLife Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.