ALPS Advisors’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
2026
Q1
$460K Buy
2025
Q1
Sell
2024
Q4
$284K Sell
2024
Q3
$294K Buy
2017
Q1
Sell
2016
Q4
$488K Buy
2016
Q3
$444K Buy
2016
Q2
$320K Sell
2016
Q1
$458K Buy
2015
Q4
$559K Hold
2015
Q3
$5.05K Buy