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Heritage Ins Hldgs shares owned by Bailard

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

Historical chart of Bailard investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by Bailard

Quarter filed Position value Share count Share price at filing
2025-09-30 $470k 19k 25.18
2025-06-30 $618k 25k 24.94
2025-03-31 $357k 25k 14.42
2024-12-31 $202k 17k 12.10

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Top funds holding Heritage Ins Hldgs

BlackRock
Vanguard Group
Dimensional Fund Advisors
Marshall Wace
American Century Companies
Prudential Financial
Geode Capital Management
Connor, Clark & Lunn Investment Management
Assenagon Asset Management
Pacific Ridge Capital Partners
Acadian Asset Management
State Street Corporation
Jacobs Levy Equity Management
AQR Capital Management
Citadel Advisors

View all funds holding Heritage Ins Hldgs