Heritage Ins Hldgs shares owned by IFP Advisors
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $51k | 1.9k | 26.25 |
| 2025-12-31 | $16k | 562 | 29.26 |
| 2025-09-30 | $7.7k | 103 | 75.05 |
| 2025-06-30 | $9.0k | 362 | 24.94 |
| 2025-03-31 | $3.5k | 243 | 14.42 |
| 2024-12-31 | $85 | 7 | 12.14 |
| 2022-12-31 | $23k | 1.4k | 17.04 |
| 2022-09-30 | $23k | 1.4k | 17.04 |
| 2022-06-30 | $23k | 1.4k | 17.04 |
| 2022-03-31 | $23k | 1.4k | 17.04 |
| 2019-09-30 | $20k | 1.4k | 14.81 |
| 2018-09-30 | $310k | 21k | 14.83 |
| 2018-06-30 | $348k | 21k | 16.65 |
| 2018-03-31 | $393k | 26k | 15.17 |
| 2017-12-31 | $522k | 29k | 18.02 |
| 2017-09-30 | $476k | 36k | 13.20 |
| 2017-06-30 | $700k | 54k | 13.02 |
| 2017-03-31 | $876k | 69k | 12.77 |
| 2016-12-31 | $1.2M | 76k | 15.66 |
| 2016-09-30 | $1.1M | 74k | 14.41 |
| 2016-06-30 | $36k | 3.0k | 12.00 |
| 2016-03-31 | $35k | 2.2k | 15.91 |
| 2015-12-31 | $48k | 2.2k | 21.82 |