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Physician Wealth Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Physician Wealth 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 		$913 Hold
35
– – ﹤0.01% 1874
2026
Q1 		$919 Hold
35
– – ﹤0.01% 1735
2025
Q4 		$1.02K Sell
35
-41
-54% -$1.11K ﹤0.01% 1608
2025
Q3 		$1.91K Hold
76
– – ﹤0.01% 1248
2025
Q2 		$1.9K Buy
+76
New +$1.62K ﹤0.01% 1068

Other funds holding HRTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Physician Wealth Advisors's HRTG Position: Q2 2026 in Review

Physician Wealth Advisors held its Heritage Insurance Holdings (HRTG) position steady in Q2 2026 at 35 shares worth $913. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Physician Wealth Advisors first reported a position in HRTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.91K in Q3 2025. 37 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Physician Wealth Advisors held 35 shares of Heritage Insurance Holdings worth $913 as of Q2 2026.
  • Physician Wealth Advisors left its Heritage Insurance Holdings share count unchanged in Q2 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1874 holding.
  • Physician Wealth Advisors first reported a position in Heritage Insurance Holdings in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Heritage Insurance Holdings position peaked at $1.91K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.