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SJS Investment Consulting’s Heritage Insurance Holdings HRTG Stock Holding History

SJS Investment Consulting’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
Q1 		– Sell
-12
Closed -$352 – 2523
2025
Q4 		$352 Buy
+12
New +$324 ﹤0.01% 1641

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SJS Investment Consulting's HRTG Position: Q1 2026 in Review

SJS Investment Consulting sold out of Heritage Insurance Holdings (HRTG) in Q1 2026, closing a stake of 12 shares — an estimated $352 sold.

SJS Investment Consulting first reported a position in HRTG in Q4 2025 and held it in 1 quarter. The position peaked at $352 in Q4 2025. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • SJS Investment Consulting reported no remaining Heritage Insurance Holdings position as of Q1 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 12 Heritage Insurance Holdings shares in Q1 2026, an estimated $352.
  • SJS Investment Consulting first reported a position in Heritage Insurance Holdings in Q4 2025 and held it in 1 quarter.
  • SJS Investment Consulting's Heritage Insurance Holdings position peaked at $352 in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.