Provenance Wealth Advisors, LLC HRTG Position History

Heritage Insurance Holdings, Inc. • Insurance

Quarters held

Latest value

$11K

Q3 2026

Peak value

$11K

First seen

Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

Quarter	Value	Shares	% Portfolio	Change
Q3 2026	$11K	332	—	—

Other funds holding HRTG

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$162.1M

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$70.6M

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$58.4M

Caitong International Asset Management Co., Ltd

$50M

QUADRANT CAPITAL GROUP LLC

$49M

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$32.3M

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$29.4M

MARSHALL WACE, LLP

$17.2M

Other Provenance Wealth Advisors, LLC positions

ETHA

ISHARES TR

$276.1M

ETHA

ISHARES TR CORE S&P TTL STK

$245.5M

ETHA

ISHARES TR CORE S&P TTL STK

$239.9M

ETHA

ISHARES TR CORE S&P TTL STK

$238.9M

ETHA

ISHARES TR CORE S&P TTL STK

$215.1M

VGES

VANGUARD STAR FDS

$93M

HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$92.3M

HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$90.5M