Back to HRTG
SIERRA SUMMIT ADVISORS LLC → HRTG
SIERRA SUMMIT ADVISORS LLC HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
3
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $960K |
| Q2 2026 | $963K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 46.1K | — | — |
| Q2 2026 | $963K | 36.9K | — | — |
| Q3 2025 | $960K | 38.1K | — | — |
Other funds holding HRTG
$17.2M
$15.2M