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Sunbelt Securities’s Heritage Insurance Holdings HRTG Stock Holding History

Sunbelt Securities’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 		$446 Hold
17
– – ﹤0.01% 2320
2025
Q4 		$497 Hold
17
– – ﹤0.01% 2243
2025
Q3 		$428 Buy
+17
New +$386 ﹤0.01% 2264

Other funds holding HRTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sunbelt Securities's HRTG Position: Q1 2026 in Review

Sunbelt Securities held its Heritage Insurance Holdings (HRTG) position steady in Q1 2026 at 17 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Sunbelt Securities first reported a position in HRTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $497 in Q4 2025. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Sunbelt Securities held 17 shares of Heritage Insurance Holdings worth $446 as of Q1 2026.
  • Sunbelt Securities left its Heritage Insurance Holdings share count unchanged in Q1 2026.
  • Heritage Insurance Holdings made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2320 holding.
  • Sunbelt Securities first reported a position in Heritage Insurance Holdings in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Heritage Insurance Holdings position peaked at $497 in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.