Triumph Capital Management
HRTG icon

Triumph Capital Management’s Heritage Insurance Holdings HRTG Stock Holding History

Triumph Capital 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
Q3 		$153K Buy
4,605
+135
+3% +$4.26K 0.03% 415
2026
Q2 		$117K Buy
4,470
+224
+5% +$5.58K 0.02% 459
2026
Q1 		$111K Buy
4,246
+402
+10% +$10.6K 0.02% 437
2025
Q4 		$112K Buy
+3,844
New +$104K 0.02% 412
2025
Q2 		– Sell
-10,172
Closed -$147K – 294
2025
Q1 		$147K Buy
10,172
+153
+2% +$1.84K 0.05% 267
2024
Q4 		$121K Buy
+10,019
New +$116K 0.04% 269

Other funds holding HRTG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Triumph Capital Management's HRTG Position: Q3 2026 in Review

Triumph Capital Management increased its Heritage Insurance Holdings (HRTG) stake by 3% in Q3 2026, buying an estimated $4.26K and bringing the position to 4,605 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #415.

Triumph Capital Management first reported a position in HRTG in Q4 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

  • Triumph Capital Management held 4,605 shares of Heritage Insurance Holdings worth $153K as of Q3 2026.
  • Triumph Capital Management bought 135 Heritage Insurance Holdings shares in Q3 2026, an estimated $4.26K.
  • Heritage Insurance Holdings made up 0.03% of Triumph Capital Management's portfolio in Q3 2026, its #415 holding.
  • Triumph Capital Management first reported a position in Heritage Insurance Holdings in Q4 2024 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.