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Heritage Ins Hldgs shares owned by CWM Advisors

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

Historical chart of CWM Advisors investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by CWM Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 59k 26.25

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Top funds holding Heritage Ins Hldgs

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

View all funds holding Heritage Ins Hldgs