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BOLTON SECURITIES CORPORATION’s Heritage Insurance Holdings HRTG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$199K Buy
+6,000
New +$190K 0.01% 893
2025
Q3 		$101K Buy
+4,000
New +$90.8K ﹤0.01% 964

Other funds holding HRTG

Dimensional Fund Advisors
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Quartz Partners
Quartz Partners Saratoga Springs, New York $330M AUM 17.57% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HRTG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Heritage Insurance Holdings (HRTG) in Q3 2026: 6,000 shares worth $199K. The stake represents 0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in HRTG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in HRTG in Q3 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 6,000 shares of Heritage Insurance Holdings worth $199K as of Q3 2026.
  • Heritage Insurance Holdings was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
  • Heritage Insurance Holdings made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #893 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Heritage Insurance Holdings in Q3 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.