Back to HRTG
State of Wyoming HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
5
Latest value
$271K
Q3 2026
Peak value
$333K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $333K |
| Q4 2025 | $271K |
| Q1 2026 | $248K |
| Q2 2026 | $210K |
| Q3 2026 | $271K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $271K | 8.2K | — | — |
| Q2 2026 | $210K | 8.1K | — | — |
| Q1 2026 | $248K | 9.5K | — | — |
| Q4 2025 | $271K | 9.3K | — | — |
| Q3 2025 | $333K | 13.2K | — | — |
Other funds holding HRTG
$17.2M
$15.2M