Question 1

Does Bank of America own HRTG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Bank of America holds 232,737 shares of HRTG (Heritage Insurance Holdings), worth $6.1M.

Question 2

How many shares of HRTG does Bank of America own?

Accepted Answer

As of its Q2 2026 13F, Bank of America holds 232,737 shares of HRTG (Heritage Insurance Holdings).

Question 3

What is Bank of America's HRTG position worth?

Accepted Answer

As of its Q2 2026 13F, Bank of America's HRTG position is worth $6.1M.

Question 4

Is Bank of America buying or selling HRTG?

Accepted Answer

In Q2 2026, Bank of America increased its HRTG position by 38,048 shares (+19.5%).

Question 5

When did Bank of America first buy HRTG?

Accepted Answer

Bank of America already held HRTG in its Q4 2022 13F, the earliest on record, and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	232,737	+19.5%	$6.1M	0.0%	$26.08	32
2026-Q1	Increased	194,689	+92.5%	$5.1M	0.0%	$26.25	43
2025-Q4	Decreased	101,141	-30.9%	$3M	0.0%	$29.26	0
2025-Q3	Increased	146,366	+74.3%	$3.7M	0.0%	$25.18	40
2025-Q2	Increased	83,988	+75.8%	$2.1M	0.0%	$24.94	39
2025-Q1	Increased	47,787	+23.6%	$689,084	0.0%	$14.42	30
2024-Q4	Decreased	38,663	-21.7%	$467,818	0.0%	$12.10	0
2024-Q3	Increased	49,386	+98.0%	$604,480	0.0%	$12.24	27
2024-Q2	Increased	24,949	+23.3%	$176,637	0.0%	$7.08	19
2024-Q1	Decreased	20,238	-47.3%	$215,531	0.0%	$10.65	0
2023-Q4	Increased	38,429	+38.4Kx	$250,555	0.0%	$6.52	25
2023-Q3	Decreased	1	-100.0%	$4	0.0%	$6.49	0
2023-Q2	Increased	7,475	+4.2%	$28,778	0.0%	$3.85	14
2023-Q1	Increased	7,175	+12.0%	$22,098	0.0%	$3.08	14
2022-Q4	First report	6,407	-	$11,532	0.0%	$1.80	0

HRTG15 quarters

HRTG
15 quarters