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Heritage Ins Hldgs shares owned by Quest Partners

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

Historical chart of Quest Partners investment in Heritage Ins Hldgs

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

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Quarterly reported holdings in Heritage Ins Hldgs by Quest Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $183k 7.3k 25.18
2025-06-30 $81k 3.3k 24.94
2025-03-31 $13k 925 14.42
2024-12-31 $11k 933 12.10

More positions owned by Quest Partners

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfli Intrmdit (SPTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
PNC Financial Services (PNC)
Citizens Financial (CFG)
Hancock Holding Company (HWC)
Associated Banc- (ASB)
Johnson & Johnson (JNJ)
Fulton Financial (FULT)
Verizon Communications (VZ)
Prosperity Bancshares (PB)
Regions Financial Corporation (RF)
Ameris Ban (ABCB)

View all positions for Quest Partners

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