Optimize Financial’s Heritage Insurance Holdings HRTG Stock Holding History

Optimize Financial’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	$465K	Buy	+17,722	New	+$468K	0.23%	125

Other funds holding HRTG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Optimize Financial's HRTG Position: Q1 2026 in Review

Optimize Financial opened a new position in Heritage Insurance Holdings (HRTG) in Q1 2026: 17,722 shares worth $465K. The stake represents 0.23% of the portfolio and ranks #125 among its holdings.

189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

Optimize Financial held 17,722 shares of Heritage Insurance Holdings worth $465K as of Q1 2026.
Heritage Insurance Holdings was a new Optimize Financial position in Q1 2026.
Heritage Insurance Holdings made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #125 holding.
189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.