Moran Wealth Management, LLC

SEC CIK: 0001965334
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

HRTG holding history

Heritage Insurance Holdings, Inc. in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HRTG overview All 13F holders of HRTG Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of HRTG by Moran Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−11,011−100.0%	Sold out	Holders
Q1 2026	11,011	$289.0K	<0.1%	+11,011	New	Holders
Q3 2025	0	$0	0.0%	−10,321−100.0%	Sold out	Holders
Q2 2025	10,321	$257.4K	<0.1%	+10,321	New	Holders