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Stone House Investment Management’s Heritage Insurance Holdings HRTG Stock Holding History

Stone House Investment Management’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
+6
+600% +$150 ﹤0.01% 1217
2026
Q1 		$26 Buy
+1
New +$26 ﹤0.01% 1054

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Geode Capital Management
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State Street
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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

Stone House Investment Management's HRTG Position: Q2 2026 in Review

Stone House Investment Management increased its Heritage Insurance Holdings (HRTG) stake by 600% in Q2 2026, buying an estimated $150 and bringing the position to 7 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Stone House Investment Management first reported a position in HRTG in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Stone House Investment Management held 7 shares of Heritage Insurance Holdings worth $183 as of Q2 2026.
  • Stone House Investment Management bought 6 Heritage Insurance Holdings shares in Q2 2026, an estimated $150.
  • Heritage Insurance Holdings made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1217 holding.
  • Stone House Investment Management first reported a position in Heritage Insurance Holdings in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.