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Moran Wealth Management’s Heritage Insurance Holdings HRTG Stock Holding History

Moran Wealth 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 		– Sell
-11,011
Closed -$289K – 522
2026
Q1 		$289K Buy
+11,011
New +$291K 0.01% 418
2025
Q3 		– Sell
-10,321
Closed -$257K – 518
2025
Q2 		$257K Buy
+10,321
New +$220K 0.01% 458

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

Moran Wealth Management's HRTG Position: Q2 2026 in Review

Moran Wealth Management sold out of Heritage Insurance Holdings (HRTG) in Q2 2026, closing a stake of 11,011 shares — an estimated $289K sold.

Moran Wealth Management first reported a position in HRTG in Q2 2025 and held it in 2 quarters. The position peaked at $289K in Q1 2026. 189 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Moran Wealth Management reported no remaining Heritage Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 11,011 Heritage Insurance Holdings shares in Q2 2026, an estimated $289K.
  • Moran Wealth Management first reported a position in Heritage Insurance Holdings in Q2 2025 and held it in 2 quarters.
  • Moran Wealth Management's Heritage Insurance Holdings position peaked at $289K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.