ORG Wealth Partners’s Heritage Insurance Holdings HRTG Stock Holding History

ORG Wealth Partners’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 Q3	$828	Buy	+25	New	+$790	﹤0.01%	1825

Other funds holding HRTG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ORG Wealth Partners's HRTG Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Heritage Insurance Holdings (HRTG) in Q3 2026: 25 shares worth $828. The stake represents ﹤0.01% of the portfolio and ranks #1825 among its holdings.

154 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

ORG Wealth Partners held 25 shares of Heritage Insurance Holdings worth $828 as of Q3 2026.
Heritage Insurance Holdings was a new ORG Wealth Partners position in Q3 2026.
Heritage Insurance Holdings made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1825 holding.
154 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.