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Essential Partners LLC HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
6
Latest value
$13K
Q3 2026
Peak value
$69K
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $57K |
| Q3 2025 | $58K |
| Q4 2025 | $69K |
| Q1 2026 | $61K |
| Q2 2026 | $10K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 379 | — | — |
| Q2 2026 | $10K | 392 | — | — |
| Q1 2026 | $61K | 2.3K | — | — |
| Q4 2025 | $69K | 2.4K | — | — |
| Q3 2025 | $58K | 2.3K | — | — |
| Q2 2025 | $57K | 2.3K | — | — |
Other funds holding HRTG
$17.2M