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Heritage Ins Hldgs shares owned by CI Private Wealth

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Heritage Ins Hldgs held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Ins Hldgs by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 42k 26.08

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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
State Street Corporation
Pacific Ridge Capital Partners
AQR Capital Management
Two Sigma Investments
Jacobs Levy Equity Management
Citadel Advisors
Nuveen

View all funds holding Heritage Ins Hldgs