Heritage Ins Hldgs shares owned by Thomas Stevens, CFA"
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Thomas Stevens, CFA"
from 13F filings
Historical chart of Thomas Stevens, CFA" investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 57k | 25.18 |
| 2025-06-30 | $1.5M | 59k | 24.94 |
| 2025-03-31 | $286k | 20k | 14.42 |
| 2024-12-31 | $229k | 19k | 12.10 |
| 2022-03-31 | $374k | 52k | 7.13 |
| 2021-12-31 | $308k | 52k | 5.88 |
| 2021-09-30 | $313k | 37k | 8.57 |
| 2021-06-30 | $313k | 37k | 8.57 |
| 2021-03-31 | $661k | 60k | 11.08 |
| 2020-12-31 | $655k | 65k | 10.14 |
| 2020-09-30 | $681k | 67k | 10.12 |
| 2020-06-30 | $855k | 65k | 13.09 |
| 2020-03-31 | $573k | 54k | 10.71 |
| 2019-12-31 | $297k | 22k | 13.25 |
| 2017-06-30 | $418k | 32k | 13.01 |
| 2017-03-31 | $579k | 45k | 12.77 |
| 2016-12-31 | $566k | 36k | 15.68 |
| 2016-09-30 | $520k | 36k | 14.41 |
| 2016-06-30 | $243k | 20k | 11.97 |
| 2016-03-31 | $839k | 53k | 15.96 |
| 2015-12-31 | $1.2M | 53k | 21.82 |
| 2015-09-30 | $923k | 47k | 19.72 |
| 2015-06-30 | $1.1M | 48k | 22.98 |