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Heritage Ins Hldgs shares owned by Ubs Global Asset Management Americas

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by Ubs Global Asset Management Americas from 13F filings

Historical chart of Ubs Global Asset Management Americas investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Heritage Ins Hldgs held by Ubs Global Asset Management Americas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Ins Hldgs by Ubs Global Asset Management Americas

Quarter filed Position value Share count Share price at filing
2025-12-31 $459k 16k 29.26
2021-09-30 $133k 20k 6.81
2021-06-30 $168k 20k 8.58
2021-03-31 $217k 20k 11.08
2020-12-31 $198k 20k 10.12
2020-09-30 $198k 20k 10.12
2020-06-30 $256k 20k 13.09
2020-03-31 $376k 35k 10.71
2019-12-31 $511k 39k 13.25
2019-09-30 $591k 40k 14.95
2019-06-30 $511k 33k 15.41
2019-03-31 $318k 22k 14.60
2018-12-31 $308k 21k 14.72
2018-09-30 $310k 21k 14.82
2018-06-30 $348k 21k 16.67
2018-03-31 $317k 21k 15.16
2017-12-31 $377k 21k 18.02
2017-09-30 $246k 19k 13.21
2017-06-30 $242k 19k 13.02
2017-03-31 $238k 19k 12.77
2016-12-31 $172k 11k 15.64
2016-09-30 $254k 18k 14.43
2016-06-30 $211k 18k 11.99
2016-03-31 $281k 18k 15.97
2015-12-31 $417k 19k 21.83
2015-09-30 $359k 18k 19.73
2015-06-30 $384k 17k 22.99