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Heritage Ins Hldgs shares owned by Optimize Financial

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Optimize Financial from 13F filings

Historical chart of Optimize Financial investment in Heritage Ins Hldgs

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All positions including Heritage Ins Hldgs held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Ins Hldgs by Optimize Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $465k 18k 26.25

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Top funds holding Heritage Ins Hldgs

BlackRock
Vanguard Group
Dimensional Fund Advisors
Vanguard Capital Management
American Century Companies
Vanguard Portfolio Management
Geode Capital Management
Connor, Clark & Lunn Investment Management
Marshall Wace
State Street Corporation
Prudential Financial
Assenagon Asset Management
Pacific Ridge Capital Partners
Acadian Asset Management
Jacobs Levy Equity Management

View all funds holding Heritage Ins Hldgs