Heritage Ins Hldgs shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $56k | 1.9k | 29.26 |
| 2025-09-30 | $48k | 1.9k | 25.18 |
| 2025-06-30 | $56k | 2.2k | 24.94 |
| 2025-03-31 | $32k | 2.2k | 14.42 |
| 2024-12-31 | $27k | 2.2k | 12.10 |
| 2024-09-30 | $27k | 2.2k | 12.24 |
| 2024-06-30 | $16k | 2.2k | 7.08 |
| 2022-03-31 | $14k | 1.9k | 7.35 |
| 2021-12-31 | $11k | 1.9k | 5.77 |
| 2021-09-30 | $13k | 1.9k | 6.82 |
| 2021-06-30 | $16k | 1.9k | 8.39 |
| 2021-03-31 | $21k | 1.9k | 11.02 |
| 2020-12-31 | $19k | 1.9k | 9.97 |
| 2020-09-30 | $19k | 1.9k | 9.97 |
| 2020-06-30 | $25k | 1.9k | 13.12 |
| 2020-03-31 | $20k | 1.9k | 10.49 |
| 2019-12-31 | $25k | 1.9k | 13.12 |
| 2019-09-30 | $28k | 1.9k | 14.69 |
| 2019-06-30 | $29k | 1.9k | 15.22 |
| 2019-03-31 | $28k | 1.9k | 14.69 |
| 2018-12-31 | $28k | 1.9k | 14.69 |
| 2018-09-30 | $28k | 1.9k | 14.69 |
| 2018-06-30 | $32k | 1.9k | 16.79 |
| 2018-03-31 | $29k | 1.9k | 15.22 |
| 2017-12-31 | $34k | 1.9k | 17.84 |
| 2017-09-30 | $21k | 1.9k | 11.02 |
| 2017-06-30 | $25k | 1.9k | 13.12 |
| 2017-03-31 | $24k | 1.9k | 12.59 |
More positions owned by Summit Investment Advisors
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