Hartland & Co »

Heritage Ins Hldgs shares owned by Hartland & Co

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

Historical chart of Hartland & Co investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heritage Ins Hldgs by Hartland & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 504 25.18
2025-06-30 $9.6k 384 24.94

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs Put Option (Principal) (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Hartland & Co

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

View all funds holding Heritage Ins Hldgs