Comprehensive Portfolio Management »

Heritage Ins Hldgs shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Heritage Ins Hldgs held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heritage Ins Hldgs by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 28k 10.65
2023-12-31 $222k 34k 6.52
2023-09-30 $67k 10k 6.49

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Heritage Ins Hldgs

Vanguard Group
Dimensional Fund Advisors
Pacific Ridge Capital Partners
Arrowstreet Capital, Limited Partnership
Essex Investment Management
Empyrean Capital Partners
Marshall Wace
Assenagon Asset Management
Alyeska Investment Group
Man Group
Laurion Capital Management
Two Sigma Advisers
Two Sigma Investments
Luminus Management
Jane Street

View all funds holding Heritage Ins Hldgs