Heritage Ins Hldgs shares owned by UBS Group
Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Heritage Ins Hldgs
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Quarterly reported holdings in Heritage Ins Hldgs by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 290k | 25.19 |
| 2025-06-30 | $6.1M | 243k | 24.94 |
| 2025-03-31 | $705k | 49k | 14.42 |
| 2024-12-31 | $349k | 29k | 12.10 |
| 2024-09-30 | $332k | 27k | 12.24 |
| 2024-06-30 | $164k | 23k | 7.08 |
| 2024-03-31 | $2.9k | 277 | 10.65 |
| 2023-12-31 | $65k | 9.9k | 6.52 |
| 2023-09-30 | $24k | 3.7k | 6.49 |
| 2023-06-30 | $2.6k | 663 | 3.85 |
| 2023-03-31 | $2.1k | 682 | 3.08 |
| 2022-09-30 | $19k | 8.2k | 2.32 |
| 2022-03-31 | $23k | 3.2k | 7.22 |
| 2021-12-31 | $53k | 9.1k | 5.84 |
| 2021-06-30 | $5.0k | 598 | 8.36 |
| 2021-03-31 | $66k | 5.9k | 11.11 |
| 2020-12-31 | $29k | 3.0k | 9.41 |
| 2020-09-30 | $19k | 1.9k | 9.87 |
| 2020-06-30 | $150k | 11k | 13.14 |
| 2020-03-31 | $274k | 26k | 10.70 |
| 2019-12-31 | $518k | 39k | 13.23 |
| 2019-09-30 | $438k | 29k | 14.95 |
| 2019-06-30 | $185k | 12k | 15.43 |
| 2019-03-31 | $93k | 6.4k | 14.65 |
| 2018-12-31 | $222k | 15k | 14.65 |
| 2018-09-30 | $174k | 12k | 14.91 |
| 2018-06-30 | $149k | 8.9k | 16.71 |
| 2018-03-31 | $162k | 10k | 15.54 |
| 2017-12-31 | $233k | 13k | 17.97 |
| 2017-09-30 | $460k | 35k | 13.21 |
| 2017-06-30 | $87k | 6.7k | 13.00 |
| 2017-03-31 | $145k | 11k | 12.80 |
| 2016-12-31 | $519k | 33k | 15.68 |
| 2016-09-30 | $394k | 27k | 14.43 |
| 2016-06-30 | $341k | 28k | 12.22 |
| 2016-03-31 | $56k | 3.6k | 15.56 |
| 2015-12-31 | $79k | 3.6k | 21.86 |
| 2015-09-30 | $149k | 7.5k | 19.91 |
| 2015-03-31 | $657k | 30k | 21.97 |