Back to HRTG
SIGNATUREFD, LLC HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
4
Latest value
$51K
Q3 2026
Peak value
$51K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $47K |
| Q1 2026 | $42K |
| Q2 2026 | $40K |
| Q3 2026 | $51K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $51K | 1.5K | — | — |
| Q2 2026 | $40K | 1.5K | — | — |
| Q1 2026 | $42K | 1.6K | — | — |
| Q4 2025 | $47K | 1.6K | — | — |
Other funds holding HRTG
$17.2M
$15.2M