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Heritage Ins Hldgs shares owned by Fragasso

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

Historical chart of Fragasso investment in Heritage Ins Hldgs

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

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Quarterly reported holdings in Heritage Ins Hldgs by Fragasso

Quarter filed Position value Share count Share price at filing
2025-12-31 $328k 11k 29.26

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iShares S&P 500 Index (IVV)
Fidelity Covington Trust (FELC)
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Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Apple (AAPL)
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Vanguard S&p 500 Etf idx (VOO)
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Janus Detroit Str Tr (JAAA)
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SPDR DJ Wilshire Small Cap Value (SLYV)
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Alphabet Inc Class A cs (GOOGL)

View all positions for Fragasso

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