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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Moran Wealth Management's HRTG Position: Q1 2026 in Review

Moran Wealth Management opened a new position in Heritage Insurance Holdings (HRTG) in Q1 2026: 11,011 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in HRTG as recently as Q2 2025.

Moran Wealth Management first reported a position in HRTG in Q2 2025 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Moran Wealth Management held 11,011 shares of Heritage Insurance Holdings worth $289K as of Q1 2026.
  • Heritage Insurance Holdings was a new Moran Wealth Management position in Q1 2026.
  • Heritage Insurance Holdings made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #418 holding.
  • Moran Wealth Management first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.