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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
2024-03-31 $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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Top funds holding Heritage Ins Hldgs

Driehaus Capital Management
Dimensional Fund Advisors
Vanguard Group
Invesco
Pacific Ridge Capital Partners
BlackRock
Marshall Wace
Millennium Management
Susquehanna International
Putnam Investments
Qube Research & Technologies
Arrowstreet Capital, Limited Partnership
Franklin Resources
Man Group
Assenagon Asset Management

View all funds holding Heritage Ins Hldgs