Sierra Summit Advisors
HRTG icon

Sierra Summit Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Sierra Summit 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
Q3 		$1.53M Buy
46,057
+9,117
+25% +$288K 0.18% 82
2026
Q2 		$963K Buy
+36,940
New +$921K 0.11% 138
2025
Q4 		– Sell
-38,109
Closed -$960K – 192
2025
Q3 		$960K Buy
+38,109
New +$866K 0.15% 92

Other funds holding HRTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Sierra Summit Advisors's HRTG Position: Q3 2026 in Review

Sierra Summit Advisors increased its Heritage Insurance Holdings (HRTG) stake by 25% in Q3 2026, buying an estimated $288K and bringing the position to 46,057 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #82.

Sierra Summit Advisors first reported a position in HRTG in Q3 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

  • Sierra Summit Advisors held 46,057 shares of Heritage Insurance Holdings worth $1.53M as of Q3 2026.
  • Sierra Summit Advisors bought 9,117 Heritage Insurance Holdings shares in Q3 2026, an estimated $288K.
  • Heritage Insurance Holdings made up 0.18% of Sierra Summit Advisors's portfolio in Q3 2026, its #82 holding.
  • Sierra Summit Advisors first reported a position in Heritage Insurance Holdings in Q3 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.