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Thurston Springer Miller Herd & Titak’s Heritage Insurance Holdings HRTG Stock Holding History

Thurston Springer Miller Herd & Titak’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 		– Sell
-11,612
Closed -$340K – 1375
2025
Q4 		$340K Buy
11,612
+8,971
+340% +$243K 0.12% 181
2025
Q3 		$66.5K Buy
+2,641
New +$60K 0.13% 181

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

Thurston Springer Miller Herd & Titak's HRTG Position: Q1 2026 in Review

Thurston Springer Miller Herd & Titak sold out of Heritage Insurance Holdings (HRTG) in Q1 2026, closing a stake of 11,612 shares — an estimated $340K sold.

Thurston Springer Miller Herd & Titak first reported a position in HRTG in Q3 2025 and held it in 2 quarters. The position peaked at $340K in Q4 2025. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Thurston Springer Miller Herd & Titak reported no remaining Heritage Insurance Holdings position as of Q1 2026 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 11,612 Heritage Insurance Holdings shares in Q1 2026, an estimated $340K.
  • Thurston Springer Miller Herd & Titak first reported a position in Heritage Insurance Holdings in Q3 2025 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's Heritage Insurance Holdings position peaked at $340K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2026, filed 14 Apr 2026.