Sound Capital Solutions’s Heritage Insurance Holdings HRTG Stock Holding History

Sound Capital Solutions’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	$461K	Buy	+17,661	New	+$440K	0.11%	192

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Sound Capital Solutions's HRTG Position: Q2 2026 in Review

Sound Capital Solutions opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 17,661 shares worth $461K. The stake represents 0.11% of the portfolio and ranks #192 among its holdings.

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

Sound Capital Solutions held 17,661 shares of Heritage Insurance Holdings worth $461K as of Q2 2026.
Heritage Insurance Holdings was a new Sound Capital Solutions position in Q2 2026.
Heritage Insurance Holdings made up 0.11% of Sound Capital Solutions's portfolio in Q2 2026, its #192 holding.
171 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Sound Capital Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.