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Rise Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Rise 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
2025
Q4 		– Sell
-70
Closed -$1.76K – 697
2025
Q3 		$1.76K Hold
70
– – ﹤0.01% 1208
2025
Q2 		$1.75K Buy
+70
New +$1.5K ﹤0.01% 1210

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Rise Advisors's HRTG Position: Q4 2025 in Review

Rise Advisors sold out of Heritage Insurance Holdings (HRTG) in Q4 2025, closing a stake of 70 shares — an estimated $1.76K sold.

Rise Advisors first reported a position in HRTG in Q2 2025 and held it in 2 quarters. The position peaked at $1.76K in Q3 2025. 201 funds tracked by Wall St. Rank hold HRTG as of Q4 2025.

  • Rise Advisors reported no remaining Heritage Insurance Holdings position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 70 Heritage Insurance Holdings shares in Q4 2025, an estimated $1.76K.
  • Rise Advisors first reported a position in Heritage Insurance Holdings in Q2 2025 and held it in 2 quarters.
  • Rise Advisors's Heritage Insurance Holdings position peaked at $1.76K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.