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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

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Quarterly reported holdings in Heritage Ins Hldgs by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3k 683 10.65
2023-09-30 $373k 57k 6.49

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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View all positions for Goss Wealth Management

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