Allspring Global Investments
HRTG icon

Allspring Global Investments’s Heritage Insurance Holdings HRTG Stock Holding History

Allspring Global Investments’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-83
Closed -$1.01K – 2057
2024
Q3 		$1.01K Buy
+83
New +$963 ﹤0.01% 2326
2022
Q2 		– Sell
-12,285
Closed -$87K – 2793
2022
Q1 		$87K Buy
12,285
+1,535
+14% +$9.5K ﹤0.01% 2771
2021
Q4 		$63K Buy
+10,750
New +$70.9K ﹤0.01% 2826

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments's HRTG Position: Q4 2024 in Review

Allspring Global Investments sold out of Heritage Insurance Holdings (HRTG) in Q4 2024, closing a stake of 83 shares — an estimated $1.01K sold.

Allspring Global Investments first reported a position in HRTG in Q4 2021 and held it in 3 quarters. The position peaked at $87K in Q1 2022. 121 funds tracked by Wall St. Rank hold HRTG as of Q4 2024.

  • Allspring Global Investments reported no remaining Heritage Insurance Holdings position as of Q4 2024 after selling out during the quarter.
  • Allspring Global Investments sold 83 Heritage Insurance Holdings shares in Q4 2024, an estimated $1.01K.
  • Allspring Global Investments first reported a position in Heritage Insurance Holdings in Q4 2021 and held it in 3 quarters.
  • Allspring Global Investments's Heritage Insurance Holdings position peaked at $87K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2024.

Based on Allspring Global Investments's 13F filing for Q4 2024, filed 29 Jan 2025.