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Sachetta’s Heritage Insurance Holdings HRTG Stock Holding History

Sachetta’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 		$1.98K Buy
+76
New +$1.9K ﹤0.01% 837

Other funds holding HRTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sachetta's HRTG Position: Q2 2026 in Review

Sachetta opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 76 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings.

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

  • Sachetta held 76 shares of Heritage Insurance Holdings worth $1.98K as of Q2 2026.
  • Heritage Insurance Holdings was a new Sachetta position in Q2 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #837 holding.
  • 12 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.