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Heritage Ins Hldgs shares owned by Legato Capital Management

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

Historical chart of Legato Capital Management investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Heritage Ins Hldgs held by Legato 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 Legato Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $308k 11k 29.26
2024-06-30 $596k 84k 7.08
2024-03-31 $897k 84k 10.65
2023-12-31 $978k 150k 6.52
2023-09-30 $810k 125k 6.49