Back to HRTG
Hughes Financial Services, LLC → HRTG
Hughes Financial Services, LLC HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
4
Latest value
$398
Q3 2026
Peak value
$907
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $907 |
| Q1 2026 | $210 |
| Q2 2026 | $130 |
| Q3 2026 | $398 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $398 | 11 | — | — |
| Q2 2026 | $130 | 5 | — | — |
| Q1 2026 | $210 | 8 | — | — |
| Q4 2025 | $907 | 31 | — | — |
Other funds holding HRTG
$17.2M
Other Hughes Financial Services, LLC positions
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STT-PG
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JPM-PM
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JPM-PM
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JPM-PM
$78.4MJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF