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Paul Tudor Jones’s Heritage Insurance Holdings HRTG Stock Holding History

Paul Tudor Jones’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 		– Sell
-50,069
Closed -$1.25M – 3881
2026
Q1 		$1.31M Sell
50,069
-135,397
-73% -$3.57M ﹤0.01% 2171
2025
Q4 		$5.43M Sell
185,466
-914
-0.5% -$24.7K 0.01% 1099
2025
Q3 		$4.69M Buy
186,380
+503
+0.3% +$11.4K 0.01% 1234
2025
Q2 		$4.64M Buy
+185,877
New +$3.97M 0.01% 1137
2023
Q4 		– Sell
-52,747
Closed -$342K – 2580
2023
Q3 		$342K Sell
52,747
-1,019
-2% -$4.98K ﹤0.01% 1861
2023
Q2 		$207K Sell
53,766
-2,291
-4% -$9.19K ﹤0.01% 2217
2023
Q1 		$173K Sell
56,057
-8,561
-13% -$22.3K ﹤0.01% 2203
2022
Q4 		$116K Hold
64,618
– – ﹤0.01% 2210
2022
Q3 		$146K Hold
64,618
– – ﹤0.01% 2127
2022
Q2 		$171K Buy
64,618
+21,125
+49% +$90K ﹤0.01% 1860
2022
Q1 		$311K Sell
43,493
-133
-0.3% -$823 0.01% 1534
2021
Q4 		$257K Buy
+43,626
New +$288K ﹤0.01% 1954
2019
Q2 		– Sell
-17,838
Closed -$260K – 1197
2019
Q1 		$260K Sell
17,838
-7,158
-29% -$106K 0.01% 913
2018
Q4 		$368K Sell
24,996
-5,114
-17% -$76.1K 0.01% 699
2018
Q3 		$446K Buy
30,110
+14,469
+93% +$228K 0.01% 725
2018
Q2 		$261K Buy
+15,641
New +$258K 0.01% 857
2017
Q2 		– Sell
-57,156
Closed -$730K – 1176
2017
Q1 		$730K Buy
57,156
+34,385
+151% +$494K 0.02% 515
2016
Q4 		$357K Buy
22,771
+2,140
+10% +$29.8K 0.01% 914
2016
Q3 		$297K Sell
20,631
-11,850
-36% -$156K 0.01% 1028
2016
Q2 		$389K Sell
32,481
-24,286
-43% -$324K 0.01% 1010
2016
Q1 		$907K Buy
56,767
+8,467
+18% +$154K 0.02% 565
2015
Q4 		$1.05M Buy
+48,300
New +$1.07M 0.03% 422

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 $3.37T AUM 44.26% 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

Paul Tudor Jones's HRTG Position: Q2 2026 in Review

Paul Tudor Jones sold out of Heritage Insurance Holdings (HRTG) in Q2 2026, closing a stake of 50,069 shares — an estimated $1.25M sold.

Paul Tudor Jones first reported a position in HRTG in Q4 2015 and held it in 22 quarters. The position peaked at $5.43M in Q4 2025. 185 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Paul Tudor Jones reported no remaining Heritage Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Paul Tudor Jones sold 50,069 Heritage Insurance Holdings shares in Q2 2026, an estimated $1.25M.
  • Paul Tudor Jones first reported a position in Heritage Insurance Holdings in Q4 2015 and held it in 22 quarters.
  • Paul Tudor Jones's Heritage Insurance Holdings position peaked at $5.43M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.