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Heritage Ins Hldgs shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Heritage Ins Hldgs

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

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Quarterly reported holdings in Heritage Ins Hldgs by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $843k 34k 25.18
2025-06-30 $603k 24k 24.94
2025-03-31 $254k 18k 14.42
2024-12-31 $339k 28k 12.10
2023-09-30 $75k 12k 6.49

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View all positions for Mariner Wealth Advisors

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