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Heritage Ins Hldgs shares owned by Burney Co/

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

Historical chart of Burney Co/ investment in Heritage Ins Hldgs

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

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Quarterly reported holdings in Heritage Ins Hldgs by Burney Co/

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.7M 51k 33.15

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Top funds holding Heritage Ins Hldgs

BlackRock
Dimensional Fund Advisors
American Century Companies
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
Jane Street
Connor, Clark & Lunn Investment Management
Pacific Ridge Capital Partners
AQR Capital Management
Two Sigma Investments
Jacobs Levy Equity Management
Citadel Advisors
Nuveen
Assenagon Asset Management

View all funds holding Heritage Ins Hldgs