Heritage Ins Hldgs shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 13k | 25.18 |
| 2020-12-31 | $139k | 14k | 10.12 |
| 2020-09-30 | $142k | 14k | 10.14 |
| 2020-06-30 | $181k | 14k | 13.11 |
| 2020-03-31 | $148k | 14k | 10.71 |
| 2019-09-30 | $190k | 13k | 14.96 |
| 2019-06-30 | $202k | 13k | 15.44 |
| 2019-03-31 | $241k | 17k | 14.59 |
| 2018-12-31 | $254k | 17k | 14.71 |
| 2017-03-31 | $17k | 1.3k | 12.85 |
More positions owned by Envestnet Asset Management
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