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Heritage Ins Hldgs shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $83k 13k 6.25
2023-09-30 $148k 28k 5.32
2023-06-30 $115k 28k 4.12
2023-03-31 $95k 28k 3.40

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Etf Managers Tr Prime Cybr Scrty
Vanguard Index Fds Real Estate Etf (VNQ)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

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