Picton Mahoney Asset Management’s Heritage Insurance Holdings HRTG Stock Holding History

Picton Mahoney Asset Management’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	$1.91M	Buy	+73,288	New	+$1.83M	0.01%	570

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Picton Mahoney Asset Management's HRTG Position: Q2 2026 in Review

Picton Mahoney Asset Management opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 73,288 shares worth $1.91M. The stake represents 0.01% of the portfolio and ranks #570 among its holdings.

188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

Picton Mahoney Asset Management held 73,288 shares of Heritage Insurance Holdings worth $1.91M as of Q2 2026.
Heritage Insurance Holdings was a new Picton Mahoney Asset Management position in Q2 2026.
Heritage Insurance Holdings made up 0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #570 holding.
188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.