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

Voleon 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	$304K	Buy	+11,661	New	+$291K	0.01%	677

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

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

Voleon Capital Management opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 11,661 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings.

188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

Voleon Capital Management held 11,661 shares of Heritage Insurance Holdings worth $304K as of Q2 2026.
Heritage Insurance Holdings was a new Voleon Capital Management position in Q2 2026.
Heritage Insurance Holdings made up 0.01% of Voleon Capital Management's portfolio in Q2 2026, its #677 holding.
188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.