Back to HRTG
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → HRTG
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
7
Latest value
$12K
Q3 2026
Peak value
$702K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $268K |
| Q1 2026 | $9K |
| Q1 2026 | $287K |
| Q2 2026 | $339K |
| Q2 2026 | $9K |
| Q3 2026 | $702K |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 369 | — | — |
| Q3 2026 | $702K | 21.2K | — | — |
| Q2 2026 | $9K | 343 | — | — |
| Q2 2026 | $339K | 13.0K | — | — |
| Q1 2026 | $287K | 10.9K | — | — |
| Q1 2026 | $9K | 346 | — | — |
| Q4 2025 | $268K | 9.2K | — | — |
Other funds holding HRTG
$17.2M
$15.2M