Amalgamated Financial’s Heritage Insurance Holdings HRTG Stock Holding History

Amalgamated Financial’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
2022 Q1	$23K	Buy	+3,234	New	+$20K	﹤0.01%	2697

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Financial's HRTG Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Heritage Insurance Holdings (HRTG) in Q1 2022: 3,234 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #2697 among its holdings.

94 funds tracked by Wall St. Rank hold HRTG as of Q1 2022.

Amalgamated Financial held 3,234 shares of Heritage Insurance Holdings worth $23K as of Q1 2022.
Heritage Insurance Holdings was a new Amalgamated Financial position in Q1 2022.
Heritage Insurance Holdings made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2697 holding.
94 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.