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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by Atlantic Trust

Quarter filed Position value Share count Share price at filing
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