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As of 2026-08-24, HERITAGE INSURANCE HOLDINGS INC (HRTG) has a 3-month relative strength percentile of 94 and a leadership percentile of 96 within the TickerStance CS+ADRC universe (~5,000 tickers). Its Power rating (absolute 1–99) is 63. The current market Stance is 47.8 (Neutral). Sector: Financials, ranked 4 of 11. Average daily range 4.1%, relative volume 0.83×. TickerStance reports observed regime conditions across the full CS+ADRC universe; band assignment reflects current breadth, momentum, and macro inputs computed at the daily close. Percentile ranks run from 1 (weakest) to 99 (strongest) relative to all universe members on the same date.
Relative strength across horizons plus the leadership score.
Accumulation rating, relative volume, U/D ratio, breakout-day proof.
Diluted EPS, last 8 quarters. Positive EPS uses YoY change.
HRTG is held by 30 ETFs as of May 2026. Top owner: AVUV at 0.07% weight, $19M notional. Top 3 carry $26M.
Held by 70 ETFs · $113M across latest filings · largest weight 0.98% (DWAS).
Top 10 by value, from SEC N-PORT-P filings dated May 2026.
| ETF | Weight | Value | Δ |
|---|---|---|---|
| AVUVAvantis U.S. Small Cap Value ETF | 0.07% | $19M | −0.02 pp |
| DWAS | 0.98% | $4M | new |
| VTWO | 0.02% | $3M | — |
| SCHASchwab U.S. Small-Cap ETF | 0.01% | $2M | — |
| FDLS | 0.71% | $1M | new |
Strong relative strength with attention running hot versus its own recent norm. The trend is intact but well-noticed; elevated retail attention has historically been associated with softer forward returns. Context, not a call.
Measures how unusual this name’s public attention is against its own 90-day history — a surprise reading, not a ranking of how watched it is versus other stocks. Intel, not a signal.
Daily range, ATR, beta, and the math for a 1-ADR stop.
YoY sales growth, last 8 quarters. Sales must back the earnings story.
TTM operating margin. Expansion = real operating leverage.
YoY common shares outstanding. Down = buyback tailwind. Up > 2% = dilution flag.
Reported figures from SEC filings. No analyst estimates or forward guidance.
| 0.05% |
| $1M |
| −0.02 pp |
| VFMO | 0.05% | $936K | −0.04 pp |
| VFHVanguard Financials ETF | 0.01% | $865K | — |
| GSSC | 0.08% | $745K | −0.03 pp |
| VFVA | 0.06% | $524K | — |
Showing 10 of 30 ETF owners.
As filed in N-PORT — quarterly holdings with up to ~60-day publication lag. Not live positioning.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HRTG Jan avg: 3.10% median: -8.34% win: 25% σ: 24.63% n: 4 2022-04-12 → 2026-07-31 | HRTG Feb avg: 7.61% median: 6.81% win: 100% σ: 5.96% n: 4 2022-04-12 → 2026-07-31 | HRTG Mar avg: 22.68% median: 21.75% win: 75% σ: 24.05% n: 4 2022-04-12 → 2026-07-31 | HRTG Apr avg: 1.81% median: 4.87% win: 60% σ: 24.05% n: 5 2022-04-12 → 2026-07-31 | HRTG May avg: 1.88% median: -14.09% win: 40% σ: 29.01% n: 5 2022-04-12 → 2026-07-31 | HRTG Jun avg: -7.05% median: -12.90% win: 40% σ: 18.63% n: 5 2022-04-12 → 2026-07-31 | HRTG Jul avg: 5.06% median: 12.62% win: 60% σ: 13.53% n: 5 2022-04-12 → 2026-07-31 | HRTG Aug avg: 32.38% median: 12.85% win: 100% σ: 46.79% n: 4 2022-04-12 → 2026-07-31 (current) | HRTG Sep avg: -1.43% median: -1.91% win: 50% σ: 21.50% n: 4 2022-04-12 → 2026-07-31 | HRTG Oct avg: -16.04% median: -12.19% win: 0% σ: 12.35% n: 4 2022-04-12 → 2026-07-31 | HRTG Nov avg: 25.44% median: 21.52% win: 100% σ: 16.49% n: 4 2022-04-12 → 2026-07-31 | HRTG Dec avg: -4.67% median: -0.97% win: 50% σ: 14.95% n: 4 2022-04-12 → 2026-07-31 |