Vanguard Capital Management
HRTG icon

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

Vanguard 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 		$26.4M Buy
1,013,658
+12,415
+1% +$310K ﹤0.01% 2293
2026
Q1 		$26.3M Buy
+1,001,243
New +$26.4M ﹤0.01% 2192

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 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Capital Management increased its Heritage Insurance Holdings (HRTG) stake by 1.2% in Q2 2026, buying an estimated $310K and bringing the position to 1,013,658 shares worth $26.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Vanguard Capital Management first reported a position in HRTG in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Vanguard Capital Management held 1,013,658 shares of Heritage Insurance Holdings worth $26.4M as of Q2 2026.
  • Vanguard Capital Management bought 12,415 Heritage Insurance Holdings shares in Q2 2026, an estimated $310K.
  • Heritage Insurance Holdings made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2293 holding.
  • Vanguard Capital Management first reported a position in Heritage Insurance Holdings in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.