Swiss Life Asset Management’s Heritage Insurance Holdings HRTG Stock Holding History

Swiss Life Asset 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 Q1	$344K	Buy	+9,983	New	+$263K	﹤0.01%	1057

Other funds holding HRTG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swiss Life Asset Management's HRTG Position: Q1 2026 in Review

Swiss Life Asset Management opened a new position in Heritage Insurance Holdings (HRTG) in Q1 2026: 9,983 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings.

189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

Swiss Life Asset Management held 9,983 shares of Heritage Insurance Holdings worth $344K as of Q1 2026.
Heritage Insurance Holdings was a new Swiss Life Asset Management position in Q1 2026.
Heritage Insurance Holdings made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q1 2026, its #1057 holding.
189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Swiss Life Asset Management's 13F filing for Q1 2026, filed 14 May 2026.