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
Download as csvQuarterly 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 |
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