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Heritage Ins Hldgs shares owned by Kennedy Capital Management

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Kennedy Capital Management from 13F filings

Historical chart of Kennedy Capital Management investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Heritage Ins Hldgs held by Kennedy Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Ins Hldgs by Kennedy Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7M 382k 7.08
2024-03-31 $663k 62k 10.65
2021-12-31 $1.3M 228k 5.88
2021-09-30 $2.5M 365k 6.81
2021-06-30 $3.6M 420k 8.58
2021-03-31 $5.4M 489k 11.08
2020-12-31 $5.2M 518k 10.13
2020-09-30 $5.2M 517k 10.12
2020-06-30 $6.9M 529k 13.09
2020-03-31 $5.6M 523k 10.71
2019-12-31 $5.2M 391k 13.25
2019-09-30 $7.5M 502k 14.95
2019-06-30 $12M 744k 15.41
2019-03-31 $11M 718k 14.60
2018-12-31 $11M 717k 14.72
2018-09-30 $11M 718k 14.82
2018-06-30 $12M 721k 16.67
2018-03-31 $7.1M 469k 15.16
2017-12-31 $12M 641k 18.02
2017-09-30 $8.3M 625k 13.21
2017-06-30 $5.1M 392k 13.02
2017-03-31 $229k 18k 12.79