Bailard’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
$618K Hold
24,779
0.01% 448
2025
Q1
$357K Buy
24,779
+8,100
+49% +$117K 0.01% 526
2024
Q4
$202K Buy
+16,679
New +$202K 0.01% 689