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Truvestments Capital’s Heritage Insurance Holdings HRTG Stock Holding History

Truvestments Capital’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 		$23.2K Buy
890
+250
+39% +$6.23K ﹤0.01% 662
2026
Q1 		$16.8K Hold
640
– – ﹤0.01% 675
2025
Q4 		$18.7K Buy
640
+240
+60% +$6.49K ﹤0.01% 604
2025
Q3 		$10.1K Buy
+400
New +$9.09K ﹤0.01% 715

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 $3.38T AUM 44.17% 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

Truvestments Capital's HRTG Position: Q2 2026 in Review

Truvestments Capital increased its Heritage Insurance Holdings (HRTG) stake by 39% in Q2 2026, buying an estimated $6.23K and bringing the position to 890 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Truvestments Capital first reported a position in HRTG in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Truvestments Capital held 890 shares of Heritage Insurance Holdings worth $23.2K as of Q2 2026.
  • Truvestments Capital bought 250 Heritage Insurance Holdings shares in Q2 2026, an estimated $6.23K.
  • Heritage Insurance Holdings made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #662 holding.
  • Truvestments Capital first reported a position in Heritage Insurance Holdings in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.