Heritage Ins Hldgs shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.2M | 1.1M | 6.52 |
| 2023-09-30 | $5.9M | 910k | 6.49 |
| 2023-06-30 | $3.0M | 782k | 3.85 |
| 2023-03-31 | $2.1M | 683k | 3.08 |
| 2022-12-31 | $1.5M | 842k | 1.80 |
| 2022-09-30 | $2.3M | 1.0M | 2.26 |
| 2022-06-30 | $3.3M | 1.3M | 2.64 |
| 2022-03-31 | $9.5M | 1.3M | 7.14 |
| 2021-12-31 | $7.5M | 1.3M | 5.88 |
| 2021-09-30 | $9.2M | 1.4M | 6.81 |
| 2021-06-30 | $13M | 1.5M | 8.58 |
| 2021-03-31 | $17M | 1.5M | 11.08 |
| 2020-12-31 | $16M | 1.6M | 10.13 |
| 2020-09-30 | $16M | 1.6M | 10.12 |
| 2020-06-30 | $21M | 1.6M | 13.09 |
| 2020-03-31 | $16M | 1.5M | 10.71 |
| 2019-12-31 | $19M | 1.4M | 13.25 |
| 2019-09-30 | $20M | 1.3M | 14.95 |
| 2019-06-30 | $20M | 1.3M | 15.41 |
| 2019-03-31 | $16M | 1.1M | 14.60 |
| 2018-12-31 | $14M | 963k | 14.72 |
| 2018-09-30 | $14M | 919k | 14.82 |
| 2018-06-30 | $15M | 925k | 16.67 |
| 2018-03-31 | $14M | 941k | 15.16 |
| 2017-12-31 | $17M | 946k | 18.02 |
| 2017-09-30 | $13M | 949k | 13.21 |
| 2017-06-30 | $13M | 987k | 13.02 |
| 2017-03-31 | $10M | 783k | 12.77 |
| 2016-12-31 | $9.0M | 572k | 15.67 |
| 2016-09-30 | $6.2M | 428k | 14.41 |
| 2016-06-30 | $4.9M | 410k | 11.97 |
| 2016-03-31 | $6.1M | 379k | 15.97 |
| 2015-12-31 | $3.2M | 147k | 21.82 |