Tower Research Capital (TRC)’s Heritage Insurance Holdings HRTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$37.9K Buy
1,444
+751
+108% +$19.8K ﹤0.01% 2982
2025
Q4
$20.3K Sell
693
-9,541
-93% -$258K ﹤0.01% 3088
2025
Q3
$258K Buy
10,234
+1,935
+23% +$43.9K 0.01% 1287
2025
Q2
$207K Buy
8,299
+7,733
+1,366% +$165K 0.01% 1743
2025
Q1
$8.16K Sell
566
-250
-31% -$3K ﹤0.01% 3914
2024
Q4
$9.87K Sell
816
-4,924
-86% -$56.8K ﹤0.01% 3865
2024
Q3
$70.3K Buy
5,740
+1,712
+43% +$19.9K ﹤0.01% 2514
2024
Q2
$28.5K Buy
4,028
+703
+21% +$6.21K ﹤0.01% 3522
2024
Q1
$35.4K Sell
3,325
-2,870
-46% -$20.2K ﹤0.01% 2514
2023
Q4
$40.4K Buy
+6,195
New +$42.7K ﹤0.01% 3270
2023
Q3
Sell
-5,681
Closed -$21.9K 6057
2023
Q2
$21.9K Sell
5,681
-8,118
-59% -$32.6K ﹤0.01% 3308
2023
Q1
$43K Buy
13,799
+8,314
+152% +$21.7K ﹤0.01% 2637
2022
Q4
$10K Buy
5,485
+1,005
+22% +$1.66K ﹤0.01% 4010
2022
Q3
$10K Buy
+4,480
New +$12K ﹤0.01% 4538
2022
Q2
Sell
-35,346
Closed -$253K 6258
2022
Q1
$253K Buy
35,346
+4,544
+15% +$28.1K ﹤0.01% 1570
2021
Q4
$181K Buy
30,802
+28,576
+1,284% +$188K ﹤0.01% 1846
2021
Q3
$16K Sell
2,226
-3,196
-59% -$23K ﹤0.01% 3926
2021
Q2
$46K Sell
5,422
-717
-12% -$6.61K ﹤0.01% 3085
2021
Q1
$68K Sell
6,139
-6,127
-50% -$64K ﹤0.01% 2870
2020
Q4
$124K Sell
12,266
-19,673
-62% -$202K ﹤0.01% 2146
2020
Q3
$323K Buy
31,939
+24,356
+321% +$301K ﹤0.01% 2117
2020
Q2
$99K Buy
7,583
+7,183
+1,796% +$84.1K ﹤0.01% 2463
2020
Q1
$4K Buy
+400
New +$4.73K ﹤0.01% 2364
2019
Q4
Sell
-4,148
Closed -$62K 3874
2019
Q3
$62K Buy
+4,148
New +$60.4K ﹤0.01% 1643
2019
Q2
Sell
-8,283
Closed -$121K 3936
2019
Q1
$121K Buy
8,283
+3,167
+62% +$46.8K 0.01% 1351
2018
Q4
$75K Buy
5,116
+4,088
+398% +$60.8K 0.01% 1077
2018
Q3
$15K Buy
+1,028
New +$16.2K ﹤0.01% 2522
2018
Q2
Sell
-9,875
Closed -$149K 3831
2018
Q1
$149K Buy
9,875
+9,677
+4,887% +$166K 0.01% 1030
2017
Q4
$4K Sell
198
-3,573
-95% -$59.3K ﹤0.01% 2989
2017
Q3
$50K Buy
+3,771
New +$45.3K ﹤0.01% 1974
2017
Q1
Sell
-2,092
Closed -$33K 3421
2016
Q4
$33K Buy
+2,092
New +$29.1K ﹤0.01% 1713
2016
Q3
Sell
-1,532
Closed -$18K 3973
2016
Q2
$18K Buy
+1,532
New +$20.4K ﹤0.01% 2323
2015
Q2
Sell
-85
Closed -$1.82K 4653
2015
Q1
$2K Sell
85
-2,431
-97% -$49.2K ﹤0.01% 3776
2014
Q4
$49K Buy
+2,516
New +$43.2K ﹤0.01% 1042
2014
Q3
Sell
-2,961
Closed -$45K 4599
2014
Q2
$45K Buy
+2,961
New +$40.9K 0.01% 1359

Other funds holding HRTG

Tower Research Capital (TRC)'s HRTG Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Heritage Insurance Holdings (HRTG) stake by 108% in Q1 2026, buying an estimated $19.8K and bringing the position to 1,444 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

Tower Research Capital (TRC) first reported a position in HRTG in Q2 2014 and has held it in 35 quarters since. The position peaked at $323K in Q3 2020. 189 funds tracked by Wall St. Rank hold HRTG as of Q1 2026.

  • Tower Research Capital (TRC) held 1,444 shares of Heritage Insurance Holdings worth $37.9K as of Q1 2026.
  • Tower Research Capital (TRC) bought 751 Heritage Insurance Holdings shares in Q1 2026, an estimated $19.8K.
  • Heritage Insurance Holdings made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2982 holding.
  • Tower Research Capital (TRC) first reported a position in Heritage Insurance Holdings in Q2 2014 and has held it in 35 quarters since.
  • Tower Research Capital (TRC)'s Heritage Insurance Holdings position peaked at $323K in Q3 2020.
  • 189 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.