Acadian Asset Management’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
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|
2025
Q1 | $8.94M | Sell |
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|
2024
Q4 | $7.6M | Buy |
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|
2024
Q3 | $7.06M | Buy |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $3.26M | Buy |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $132K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $42K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $67K | Sell |
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|
2015
Q4 | $1.6M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $203K | Buy |
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