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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Triumph Capital Management's HRTG Position: Q2 2026 in Review

Triumph Capital Management increased its Heritage Insurance Holdings (HRTG) stake by 5.3% in Q2 2026, buying an estimated $5.58K and bringing the position to 4,470 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #459.

Triumph Capital Management first reported a position in HRTG in Q4 2024 and has held it in 5 quarters since. The position peaked at $147K in Q1 2025. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Triumph Capital Management held 4,470 shares of Heritage Insurance Holdings worth $117K as of Q2 2026.
  • Triumph Capital Management bought 224 Heritage Insurance Holdings shares in Q2 2026, an estimated $5.58K.
  • Heritage Insurance Holdings made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #459 holding.
  • Triumph Capital Management first reported a position in Heritage Insurance Holdings in Q4 2024 and has held it in 5 quarters since.
  • Triumph Capital Management's Heritage Insurance Holdings position peaked at $147K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.