Heritage Ins Hldgs shares owned by Instrumental Wealth
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 60k | 23.33 |
| 2025-06-30 | $592k | 28k | 21.31 |
| 2025-03-31 | $523k | 28k | 18.80 |
| 2024-12-31 | $308k | 28k | 11.08 |
| 2024-09-30 | $291k | 28k | 10.47 |
| 2024-06-30 | $211k | 28k | 7.59 |
| 2024-03-31 | $219k | 28k | 7.88 |
| 2023-12-31 | $83k | 13k | 6.25 |
| 2023-09-30 | $148k | 28k | 5.32 |
| 2023-06-30 | $115k | 28k | 4.12 |
| 2023-03-31 | $95k | 28k | 3.40 |