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TRUIST FINANCIAL CORP HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
5
Latest value
$469K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $964K |
| Q4 2025 | $1.1M |
| Q1 2026 | $976K |
| Q2 2026 | $393K |
| Q3 2026 | $469K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $469K | 14.1K | — | — |
| Q2 2026 | $393K | 15.1K | — | — |
| Q1 2026 | $976K | 37.2K | — | — |
| Q4 2025 | $1.1M | 37.2K | — | — |
| Q3 2025 | $964K | 38.3K | — | — |
Other funds holding HRTG
$17.2M