Heritage Ins Hldgs shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Heritage Ins Hldgs
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All positions including Heritage Ins Hldgs held by O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $507k | 78k | 6.52 |
2023-09-30 | $172k | 27k | 6.49 |
2021-06-30 | $1.0k | 100 | 10.00 |
2021-03-31 | $6.0k | 562 | 10.68 |
2020-12-31 | $13k | 1.3k | 10.19 |
2020-09-30 | $40k | 4.0k | 10.03 |
2020-06-30 | $9.0k | 671 | 13.41 |
2017-12-31 | $36k | 2.0k | 17.78 |
2017-09-30 | $27k | 2.0k | 13.33 |
2017-06-30 | $78k | 6.0k | 12.95 |
2017-03-31 | $75k | 5.9k | 12.76 |
2016-03-31 | $166k | 11k | 15.87 |
2015-12-31 | $283k | 13k | 21.78 |
2015-09-30 | $258k | 13k | 19.76 |
2015-06-30 | $4.0k | 193 | 20.73 |
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