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Heritage Ins Hldgs shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset Management investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $134k 13k 10.65
2023-09-30 $66k 10k 6.49
2023-06-30 $39k 10k 3.85
2023-03-31 $103k 33k 3.08
2022-12-31 $60k 33k 1.80
2022-09-30 $102k 45k 2.26
2022-06-30 $117k 44k 2.65
2022-03-31 $338k 47k 7.15
2021-12-31 $139k 24k 5.88