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

Annis Gardner Whiting Capital Advisors’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
2025 Q3	$1.93M	Buy
2025 Q2	$312K	Buy
2025 Q1	$144K	Buy
2024 Q2	–	Sell
2024 Q1	$213K	Buy