Heritage Ins Hldgs shares owned by Atlantic Trust
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $72k | 2.9k | 25.18 |
| 2025-06-30 | $72k | 2.9k | 24.94 |
| 2025-03-31 | $42k | 2.9k | 14.76 |
| 2024-12-31 | $34k | 2.9k | 11.78 |
| 2024-09-30 | $35k | 2.9k | 12.24 |
| 2024-06-30 | $19k | 2.9k | 6.71 |
| 2024-03-31 | $32k | 2.9k | 10.99 |
| 2019-09-30 | $205k | 14k | 14.94 |
| 2019-06-30 | $213k | 14k | 15.42 |
| 2019-03-31 | $247k | 17k | 14.57 |
| 2018-12-31 | $267k | 18k | 14.74 |
| 2018-09-30 | $259k | 18k | 14.79 |