Annis Gardner Whiting Capital Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Buy	12,500 +2,500	+25%	+$62.4K	0.11%	168
2025 Q1	$144K	Buy	+10,000	New	+$144K	0.06%	220
2024 Q2	–	Sell	-20,000	Closed	-$213K	–	963
2024 Q1	$213K	Buy	+20,000	New	+$213K	0.08%	177