Heritage Ins Hldgs shares owned by Goss Wealth Management
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in Heritage Ins Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Heritage Ins Hldgs held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Heritage Ins Hldgs by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 677 | 25.18 |
| 2025-06-30 | $17k | 683 | 24.94 |
| 2025-03-31 | $9.8k | 683 | 14.42 |
| 2024-12-31 | $8.3k | 683 | 12.10 |
| 2024-09-30 | $8.4k | 683 | 12.24 |
| 2024-06-30 | $11k | 1.5k | 7.08 |
| 2024-03-31 | $7.3k | 683 | 10.65 |
| 2023-09-30 | $373k | 57k | 6.49 |