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Heritage Ins Hldgs shares owned by Triumph Capital Management

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

Historical chart of Triumph Capital Management investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Heritage Ins Hldgs held by Triumph 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 Triumph Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $88k 3.5k 25.17
2025-03-31 $147k 10k 14.42
2024-12-31 $121k 10k 12.10

More positions owned by Triumph Capital Management

First Trust Enhanced Short Maturity Etf Etf (FTSM)
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First Trust Capital Strength Etf Etf (FTCS)
Vanguard Total Bond Market Etf Etf (BND)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Spdr S&p 500 Etf Trust Etf (SPY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)
First Trust Low Duration Opportunities Etf Etf (LMBS)
First Trust Large Cap Core Alphadex Fund Etf (FEX)
Nvidia Corporation Stock (NVDA)
Ishares Russell Midcap Etf Etf (IWR)

View all positions for Triumph 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