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Heritage Ins Hldgs shares owned by Savant Capital Management

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Savant Capital Management from 13F filings

Historical chart of Savant Capital Management investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Heritage Ins Hldgs held by Savant Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Ins Hldgs by Savant Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 11k 25.18
2025-06-30 $263k 11k 24.94

More positions owned by Savant Capital Management

American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Savant Capital Management

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