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Heritage Ins Hldgs shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in Heritage Ins Hldgs

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

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Quarterly reported holdings in Heritage Ins Hldgs by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 104k 25.18
2025-06-30 $2.8M 112k 24.94
2025-03-31 $1.3M 92k 14.42
2024-12-31 $1.1M 93k 12.10

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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