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Heritage Ins Hldgs shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $35k 1.2k 29.33
2025-09-30 $22k 859 25.17
2025-06-30 $23k 924 24.94
2025-03-31 $4.2k 287 14.50
2024-12-31 $1.7k 140 12.10
2021-12-31 $0 413 0.00

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Top funds holding Heritage Ins Hldgs

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

View all funds holding Heritage Ins Hldgs