Heritage Ins Hldgs shares owned by Creative Planning
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 50k | 25.18 |
| 2025-06-30 | $946k | 38k | 24.94 |
| 2025-03-31 | $456k | 32k | 14.42 |
| 2024-12-31 | $163k | 14k | 12.10 |
| 2018-09-30 | $11M | 759k | 14.82 |
| 2018-06-30 | $13M | 759k | 16.67 |
| 2018-03-31 | $13M | 871k | 15.16 |
| 2017-12-31 | $17M | 951k | 18.02 |
| 2017-09-30 | $18M | 1.3M | 13.21 |
| 2017-06-30 | $20M | 1.5M | 13.02 |
| 2017-03-31 | $20M | 1.5M | 12.77 |
| 2016-12-31 | $26M | 1.7M | 15.67 |
| 2016-09-30 | $27M | 1.8M | 14.41 |
| 2016-06-30 | $23M | 1.9M | 11.97 |
| 2016-03-31 | $32M | 2.0M | 15.97 |
| 2015-12-31 | $201k | 9.2k | 21.83 |
| 2015-09-30 | $4.0k | 200 | 20.00 |
| 2015-03-31 | $15k | 700 | 21.43 |