Heritage Ins Hldgs shares owned by Jacobs Levy Equity Management
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Jacobs Levy Equity Management
from 13F filings
Historical chart of Jacobs Levy Equity Management investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Jacobs Levy Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 424k | 25.18 |
| 2025-06-30 | $12M | 465k | 24.94 |
| 2025-03-31 | $7.3M | 503k | 14.42 |
| 2024-12-31 | $7.8M | 645k | 12.10 |
| 2022-06-30 | $534k | 202k | 2.64 |
| 2022-03-31 | $1.9M | 264k | 7.14 |
| 2021-12-31 | $1.6M | 265k | 5.88 |
| 2021-09-30 | $1.8M | 270k | 6.81 |
| 2021-06-30 | $2.3M | 271k | 8.58 |
| 2021-03-31 | $2.5M | 226k | 11.08 |
| 2020-12-31 | $2.2M | 219k | 10.13 |
| 2020-09-30 | $2.7M | 266k | 10.12 |
| 2020-06-30 | $3.6M | 279k | 13.09 |
| 2020-03-31 | $3.0M | 279k | 10.71 |
| 2019-12-31 | $3.7M | 282k | 13.25 |
| 2019-09-30 | $3.6M | 239k | 14.95 |
| 2019-06-30 | $3.7M | 239k | 15.41 |
| 2019-03-31 | $2.9M | 201k | 14.60 |
| 2018-12-31 | $2.2M | 147k | 14.72 |
| 2018-09-30 | $2.2M | 148k | 14.82 |
| 2018-06-30 | $2.4M | 144k | 16.67 |
| 2018-03-31 | $2.3M | 154k | 15.16 |
| 2017-12-31 | $2.2M | 123k | 18.02 |
| 2017-09-30 | $1.2M | 89k | 13.21 |
| 2017-06-30 | $1.9M | 149k | 13.02 |
| 2017-03-31 | $1.2M | 91k | 12.77 |
| 2016-12-31 | $1.4M | 92k | 15.67 |
| 2016-09-30 | $1.6M | 114k | 14.41 |
| 2016-06-30 | $1.2M | 97k | 11.97 |
| 2016-03-31 | $939k | 59k | 15.97 |
| 2015-12-31 | $380k | 17k | 21.84 |
| 2015-09-30 | $296k | 15k | 19.73 |
| 2015-06-30 | $499k | 22k | 23.00 |
More positions owned by Jacobs Levy Equity Management
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