Vanguard Portfolio Management
HRTG icon

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

Vanguard Portfolio 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 		$24.8M Buy
949,090
+102,397
+12% +$2.55M ﹤0.01% 1919
2026
Q1 		$22.2M Buy
+846,693
New +$22.3M ﹤0.01% 1868

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
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 Portfolio Management's HRTG Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Heritage Insurance Holdings (HRTG) stake by 12% in Q2 2026, buying an estimated $2.55M and bringing the position to 949,090 shares worth $24.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Vanguard Portfolio 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 Portfolio Management held 949,090 shares of Heritage Insurance Holdings worth $24.8M as of Q2 2026.
  • Vanguard Portfolio Management bought 102,397 Heritage Insurance Holdings shares in Q2 2026, an estimated $2.55M.
  • Heritage Insurance Holdings made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1919 holding.
  • Vanguard Portfolio 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 Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.