Back to HRTG
Fragasso Financial Advisors Inc → HRTG
Fragasso Financial Advisors Inc HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
4
Latest value
$445K
Q3 2026
Peak value
$445K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $328K |
| Q1 2026 | $405K |
| Q2 2026 | $398K |
| Q3 2026 | $445K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $445K | 12.8K | — | — |
| Q2 2026 | $398K | 15.2K | — | — |
| Q1 2026 | $405K | 15.2K | — | — |
| Q4 2025 | $328K | 11.2K | — | — |
Other funds holding HRTG
$17.2M
$15.2M