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Heritage Ins Hldgs shares owned by Capital Advisors

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in Heritage Ins Hldgs

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All positions including Heritage Ins Hldgs held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Ins Hldgs by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 1.1k 10.36
2023-12-31 $7.0k 1.1k 6.59
2023-09-30 $7.0k 1.1k 6.59
2023-06-30 $4.0k 1.1k 3.77
2023-03-31 $3.0k 1.1k 2.82
2022-12-31 $2.0k 1.1k 1.88
2022-03-31 $12k 1.7k 6.94
2021-12-31 $3.0k 552 5.43