SIC
HRTG icon

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
Q2 		$183 Buy
+7
New +$175 ﹤0.01% 2495
2026
Q1 		– Sell
-12
Closed -$352 – 2523
2025
Q4 		$352 Buy
+12
New +$324 ﹤0.01% 1641

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SJS Investment Consulting's HRTG Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 7 shares worth $183. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings. This is a return to the name: SJS Investment Consulting previously reported a position in HRTG as recently as Q4 2025.

SJS Investment Consulting first reported a position in HRTG in Q4 2025 and has held it in 2 quarters since. The position peaked at $352 in Q4 2025. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • SJS Investment Consulting held 7 shares of Heritage Insurance Holdings worth $183 as of Q2 2026.
  • Heritage Insurance Holdings was a new SJS Investment Consulting position in Q2 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2495 holding.
  • SJS Investment Consulting first reported a position in Heritage Insurance Holdings in Q4 2025 and has held it in 2 quarters since.
  • SJS Investment Consulting's Heritage Insurance Holdings position peaked at $352 in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.