Heritage Ins Hldgs shares owned by First Trust Advisors
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by First Trust Advisors
from 13F filings
Historical chart of First Trust Advisors investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 72k | 25.18 |
| 2025-06-30 | $1.9M | 75k | 24.94 |
| 2025-03-31 | $977k | 68k | 14.42 |
| 2024-12-31 | $834k | 69k | 12.10 |
| 2024-09-30 | $939k | 77k | 12.24 |
| 2021-06-30 | $536k | 63k | 8.58 |
| 2021-03-31 | $720k | 65k | 11.08 |
| 2020-12-31 | $605k | 60k | 10.13 |
| 2020-09-30 | $632k | 62k | 10.12 |
| 2018-06-30 | $442k | 27k | 16.68 |
| 2018-03-31 | $340k | 23k | 15.14 |
| 2017-12-31 | $346k | 19k | 18.00 |
| 2017-09-30 | $267k | 20k | 13.22 |