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Heritage Ins Hldgs shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Heritage Ins Hldgs

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All positions including Heritage Ins Hldgs held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Ins Hldgs by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $611k 24k 25.18

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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