Vanguard Global Advisers
HRTG icon

Vanguard Global Advisers’s Heritage Insurance Holdings HRTG Stock Holding History

Vanguard Global Advisers’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 		$1.37M Buy
52,483
+13,610
+35% +$339K ﹤0.01% 1542
2026
Q1 		$1.02M Buy
+38,873
New +$1.03M ﹤0.01% 1646

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

Vanguard Global Advisers's HRTG Position: Q2 2026 in Review

Vanguard Global Advisers increased its Heritage Insurance Holdings (HRTG) stake by 35% in Q2 2026, buying an estimated $339K and bringing the position to 52,483 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Vanguard Global Advisers 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 Global Advisers held 52,483 shares of Heritage Insurance Holdings worth $1.37M as of Q2 2026.
  • Vanguard Global Advisers bought 13,610 Heritage Insurance Holdings shares in Q2 2026, an estimated $339K.
  • Heritage Insurance Holdings made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #1542 holding.
  • Vanguard Global Advisers 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 Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.