Nisa Investment Advisors
HRTG icon

Nisa Investment Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Nisa Investment Advisors’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 		$61.8K Buy
2,368
+1,706
+258% +$42.5K ﹤0.01% 1769
2026
Q1 		$17.4K Hold
662
– – ﹤0.01% 2067
2025
Q4 		$19.4K Sell
662
-444
-40% -$12K ﹤0.01% 1955
2025
Q3 		$27.8K Hold
1,106
– – ﹤0.01% 1845
2025
Q2 		$27.6K Buy
1,106
+1,062
+2,414% +$22.7K ﹤0.01% 1790
2025
Q1 		$634 Buy
+44
New +$529 ﹤0.01% 2749
2021
Q2 		– Sell
-300
Closed -$3K – 2350
2021
Q1 		$3K Hold
300
– – ﹤0.01% 2275
2020
Q4 		$3K Sell
300
-1,000
-77% -$10.3K ﹤0.01% 2278
2020
Q3 		$13K Hold
1,300
– – ﹤0.01% 2083
2020
Q2 		$17K Buy
1,300
+300
+30% +$3.51K ﹤0.01% 1807
2020
Q1 		$11K Buy
1,000
+860
+614% +$10.2K ﹤0.01% 1833
2019
Q4 		$2K Sell
140
-2,160
-94% -$29.7K ﹤0.01% 1990
2019
Q3 		$34K Buy
2,300
+300
+15% +$4.37K ﹤0.01% 1577
2019
Q2 		$31K Hold
2,000
– – ﹤0.01% 1556
2019
Q1 		$29K Hold
2,000
– – ﹤0.01% 1577
2018
Q4 		$29K Buy
+2,000
New +$29.8K ﹤0.01% 1501

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

Nisa Investment Advisors's HRTG Position: Q2 2026 in Review

Nisa Investment Advisors increased its Heritage Insurance Holdings (HRTG) stake by 258% in Q2 2026, buying an estimated $42.5K and bringing the position to 2,368 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Nisa Investment Advisors first reported a position in HRTG in Q4 2018 and has held it in 16 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Nisa Investment Advisors held 2,368 shares of Heritage Insurance Holdings worth $61.8K as of Q2 2026.
  • Nisa Investment Advisors bought 1,706 Heritage Insurance Holdings shares in Q2 2026, an estimated $42.5K.
  • Heritage Insurance Holdings made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1769 holding.
  • Nisa Investment Advisors first reported a position in Heritage Insurance Holdings in Q4 2018 and has held it in 16 quarters since.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.