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Heritage Ins Hldgs shares owned by CWM

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

Historical chart of CWM investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 20k 25.18
2025-06-30 $359k 14k 24.92
2025-03-31 $143k 10k 14.37
2024-12-31 $66k 5.4k 12.19
2024-09-30 $55k 4.5k 12.20
2022-03-31 $13k 1.9k 7.02
2021-12-31 $4.0k 759 5.27

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Top funds holding Heritage Ins Hldgs

BlackRock
Vanguard Group
Dimensional Fund Advisors
Marshall Wace
American Century Companies
Prudential Financial
Geode Capital Management
Connor, Clark & Lunn Investment Management
Assenagon Asset Management
Pacific Ridge Capital Partners
Acadian Asset Management
State Street Corporation
Jacobs Levy Equity Management
AQR Capital Management
Citadel Advisors

View all funds holding Heritage Ins Hldgs