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Heritage Ins Hldgs shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital Advisors investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Ins Hldgs by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $89k 13k 7.08
2024-03-31 $134k 13k 10.65
2023-09-30 $66k 10k 6.49
2023-06-30 $39k 10k 3.85
2023-03-31 $103k 33k 3.08
2022-12-31 $60k 33k 1.80

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View all positions for Fortis Capital Advisors

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
Acadian Asset Management
State Street Corporation
Jacobs Levy Equity Management
AQR Capital Management
Citadel Advisors
Pacific Ridge Capital Partners
UBS Group

View all funds holding Heritage Ins Hldgs