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Heritage Ins Hldgs shares owned by Capstone Investment Advisors

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

Historical chart of Capstone Investment Advisors investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 8.9k 25.18