Heritage Ins Hldgs shares owned by Stifel Financial
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $688k | 57k | 12.10 |
| 2024-09-30 | $676k | 55k | 12.24 |
| 2024-06-30 | $486k | 69k | 7.08 |
| 2024-03-31 | $746k | 70k | 10.65 |
| 2023-12-31 | $471k | 72k | 6.52 |
| 2023-09-30 | $481k | 74k | 6.49 |
| 2023-06-30 | $312k | 81k | 3.85 |
| 2023-03-31 | $260k | 85k | 3.08 |
| 2022-12-31 | $152k | 84k | 1.80 |
| 2022-09-30 | $206k | 91k | 2.26 |
| 2022-06-30 | $250k | 95k | 2.64 |
| 2022-03-31 | $715k | 100k | 7.14 |
| 2021-12-31 | $524k | 89k | 5.88 |
| 2021-09-30 | $969k | 142k | 6.81 |
| 2021-06-30 | $1.9M | 220k | 8.58 |
| 2021-03-31 | $1.8M | 164k | 11.08 |
| 2020-12-31 | $1.2M | 115k | 10.13 |
| 2020-09-30 | $1.6M | 156k | 10.12 |
| 2020-06-30 | $2.2M | 167k | 13.09 |
| 2020-03-31 | $1.8M | 175k | 10.56 |
| 2019-12-31 | $2.3M | 175k | 13.27 |
| 2019-09-30 | $3.1M | 211k | 14.64 |
| 2019-06-30 | $3.4M | 216k | 15.54 |
| 2019-03-31 | $2.5M | 173k | 14.42 |
| 2018-12-31 | $1.3M | 92k | 14.27 |
| 2018-09-30 | $1.4M | 96k | 14.35 |
| 2018-06-30 | $1.3M | 78k | 16.80 |
| 2018-03-31 | $1.2M | 78k | 15.70 |
| 2017-12-31 | $1.5M | 80k | 18.31 |
| 2017-09-30 | $1.1M | 82k | 13.19 |
| 2017-06-30 | $772k | 58k | 13.23 |