Truvestments Capital »

Heritage Ins Hldgs shares owned by Truvestments Capital

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

Historical chart of Truvestments Capital investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heritage Ins Hldgs by Truvestments Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 400 25.18

More positions owned by Truvestments Capital

NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Corning Incorporated (GLW)
Qualcomm (QCOM)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Celestica (CLS)
Nextera Energy (NEE)
Caterpillar (CAT)
Oracle Corporation (ORCL)
Johnson & Johnson (JNJ)
Strategy Cl A New (MSTR)

View all positions for Truvestments Capital

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
Pacific Ridge Capital Partners
Acadian Asset Management
State Street Corporation
Jacobs Levy Equity Management
AQR Capital Management
Citadel Advisors
UBS Group

View all funds holding Heritage Ins Hldgs