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WealthCollab’s Heritage Insurance Holdings HRTG Stock Holding History

WealthCollab’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 		$3.63K Buy
139
+56
+67% +$1.4K ﹤0.01% 783
2026
Q1 		$2.18K Sell
83
-26
-24% -$686 ﹤0.01% 827
2025
Q4 		$3.19K Buy
109
+26
+31% +$703 ﹤0.01% 814
2025
Q3 		$2.09K Hold
83
– – ﹤0.01% 820
2025
Q2 		$2.07K Hold
83
– – ﹤0.01% 808
2025
Q1 		$1.2K Buy
+83
New +$997 ﹤0.01% 825

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

WealthCollab's HRTG Position: Q2 2026 in Review

WealthCollab increased its Heritage Insurance Holdings (HRTG) stake by 67% in Q2 2026, buying an estimated $1.4K and bringing the position to 139 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

WealthCollab first reported a position in HRTG in Q1 2025 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • WealthCollab held 139 shares of Heritage Insurance Holdings worth $3.63K as of Q2 2026.
  • WealthCollab bought 56 Heritage Insurance Holdings shares in Q2 2026, an estimated $1.4K.
  • Heritage Insurance Holdings made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #783 holding.
  • WealthCollab first reported a position in Heritage Insurance Holdings in Q1 2025 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.