NRD
HRTG icon

Nebula Research & Development’s Heritage Insurance Holdings HRTG Stock Holding History

Nebula Research & Development’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
2025
Q3 		– Sell
-13,939
Closed -$348K – 406
2025
Q2 		$348K Sell
13,939
-6,764
-33% -$144K 0.03% 747
2025
Q1 		$299K Buy
20,703
+45
+0.2% +$541 0.03% 762
2024
Q4 		$250K Sell
20,658
-6,084
-23% -$70.2K 0.03% 756
2024
Q3 		$327K Buy
+26,742
New +$310K 0.04% 686

Other funds holding HRTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Nebula Research & Development's HRTG Position: Q3 2025 in Review

Nebula Research & Development sold out of Heritage Insurance Holdings (HRTG) in Q3 2025, closing a stake of 13,939 shares — an estimated $348K sold.

Nebula Research & Development first reported a position in HRTG in Q3 2024 and held it in 4 quarters. The position peaked at $348K in Q2 2025. 176 funds tracked by Wall St. Rank hold HRTG as of Q3 2025.

  • Nebula Research & Development reported no remaining Heritage Insurance Holdings position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 13,939 Heritage Insurance Holdings shares in Q3 2025, an estimated $348K.
  • Nebula Research & Development first reported a position in Heritage Insurance Holdings in Q3 2024 and held it in 4 quarters.
  • Nebula Research & Development's Heritage Insurance Holdings position peaked at $348K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.