Heritage Ins Hldgs shares owned by Capital Advisors
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 1.1k | 25.42 |
| 2025-06-30 | $26k | 1.1k | 24.48 |
| 2025-03-31 | $15k | 1.1k | 14.12 |
| 2024-12-31 | $13k | 1.1k | 12.24 |
| 2024-09-30 | $13k | 1.1k | 12.24 |
| 2024-06-30 | $8.0k | 1.1k | 7.53 |
| 2024-03-31 | $11k | 1.1k | 10.36 |
| 2023-12-31 | $7.0k | 1.1k | 6.59 |
| 2023-09-30 | $7.0k | 1.1k | 6.59 |
| 2023-06-30 | $4.0k | 1.1k | 3.77 |
| 2023-03-31 | $3.0k | 1.1k | 2.82 |
| 2022-12-31 | $2.0k | 1.1k | 1.88 |
| 2022-03-31 | $12k | 1.7k | 6.94 |
| 2021-12-31 | $3.0k | 552 | 5.43 |