Heritage Ins Hldgs shares owned by Ameriprise Financial
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Ameriprise Financial
from 13F filings
Historical chart of Ameriprise Financial investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Ameriprise Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 154k | 25.18 |
| 2025-06-30 | $6.0M | 240k | 24.94 |
| 2025-03-31 | $5.2M | 362k | 14.42 |
| 2024-12-31 | $4.7M | 385k | 12.10 |
| 2024-09-30 | $3.2M | 263k | 12.24 |
| 2024-06-30 | $364k | 51k | 7.08 |
| 2024-03-31 | $537k | 50k | 10.65 |
| 2023-09-30 | $1.3M | 207k | 6.49 |
| 2021-12-31 | $5.4M | 924k | 5.88 |
| 2021-09-30 | $5.7M | 830k | 6.81 |
| 2021-06-30 | $6.8M | 790k | 8.58 |
| 2021-03-31 | $7.0M | 628k | 11.08 |
| 2020-12-31 | $6.4M | 630k | 10.13 |
| 2020-09-30 | $6.1M | 603k | 10.12 |
| 2020-06-30 | $7.1M | 544k | 13.09 |
| 2020-03-31 | $5.5M | 513k | 10.71 |
| 2019-12-31 | $6.2M | 469k | 13.25 |
| 2019-09-30 | $6.9M | 461k | 14.95 |
| 2019-06-30 | $5.8M | 374k | 15.41 |
| 2019-03-31 | $5.3M | 365k | 14.60 |
| 2018-12-31 | $5.2M | 353k | 14.72 |
| 2018-09-30 | $5.3M | 358k | 14.82 |
| 2018-06-30 | $6.9M | 414k | 16.67 |
| 2018-03-31 | $5.6M | 370k | 15.16 |
| 2017-12-31 | $7.2M | 401k | 18.02 |
| 2017-09-30 | $9.4M | 712k | 13.21 |
| 2017-06-30 | $11M | 864k | 13.02 |
| 2017-03-31 | $11M | 834k | 12.77 |
| 2016-12-31 | $11M | 712k | 15.67 |
| 2016-09-30 | $11M | 744k | 14.41 |
| 2016-06-30 | $11M | 887k | 11.97 |
| 2016-03-31 | $12M | 771k | 15.97 |
| 2015-12-31 | $15M | 697k | 21.82 |
| 2015-09-30 | $14M | 705k | 19.73 |
| 2015-06-30 | $9.9M | 433k | 22.99 |