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BAILARD, INC. HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
5
Latest value
$619K
Q3 2026
Peak value
$619K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $470K |
| Q4 2025 | $547K |
| Q1 2026 | $490K |
| Q2 2026 | $487K |
| Q3 2026 | $619K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $619K | 18.7K | — | — |
| Q2 2026 | $487K | 18.7K | — | — |
| Q1 2026 | $490K | 18.7K | — | — |
| Q4 2025 | $547K | 18.7K | — | — |
| Q3 2025 | $470K | 18.7K | — | — |
Other funds holding HRTG
$17.2M