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Creative Planning HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
8
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $68K |
| Q3 2025 | $1.2M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.2M |
| Q2 2026 | $66K |
| Q2 2026 | $1.2M |
| Q3 2026 | $97K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 76.1K | — | — |
| Q3 2026 | $97K | 2.9K | — | — |
| Q2 2026 | $1.2M | 47.0K | — | — |
| Q2 2026 | $66K | 2.5K | — | — |
| Q1 2026 | $1.2M | 45.3K | — | — |
| Q4 2025 | $1.6M | 54.8K | — | — |
| Q3 2025 | $1.2M | 47.2K | — | — |
| Q3 2025 | $68K | 2.7K | — | — |
Other funds holding HRTG
$17.2M