Back to HRTG
Cambridge Investment Research Advisors, Inc. → HRTG
Cambridge Investment Research Advisors, Inc. HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
6
Latest value
$420K
Q3 2026
Peak value
$420K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $309K |
| Q4 2025 | $365K |
| Q1 2026 | $337K |
| Q2 2026 | $306K |
| Q2 2026 | $306K |
| Q3 2026 | $420K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $420K | 12.7K | — | — |
| Q2 2026 | $306K | 11.7K | — | — |
| Q2 2026 | $306K | 11.7K | — | — |
| Q1 2026 | $337K | 12.8K | — | — |
| Q4 2025 | $365K | 12.5K | — | — |
| Q3 2025 | $309K | 12.3K | — | — |
Other funds holding HRTG
$17.2M