Mitsubishi UFJ Trust & Banking’s Heritage Insurance Holdings HRTG Stock Holding History

Mitsubishi UFJ Trust & Banking’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	$140K	Buy	+5,386	New	+$134K	﹤0.01%	1429

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's HRTG Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 5,386 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings.

60 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

Mitsubishi UFJ Trust & Banking held 5,386 shares of Heritage Insurance Holdings worth $140K as of Q2 2026.
Heritage Insurance Holdings was a new Mitsubishi UFJ Trust & Banking position in Q2 2026.
Heritage Insurance Holdings made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #1429 holding.
60 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.