Bessemer Group
HRTG icon

Bessemer Group’s Heritage Insurance Holdings HRTG Stock Holding History

Bessemer Group’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
2020
Q3 		– Sell
-96,600
Closed -$1.26M – 1481
2020
Q2 		$1.26M Hold
96,600
– – ﹤0.01% 646
2020
Q1 		$1.03M Buy
96,600
+500
+0.5% +$5.91K ﹤0.01% 600
2019
Q4 		$1.27M Buy
96,100
+5,700
+6% +$78.3K ﹤0.01% 692
2019
Q3 		$1.35M Buy
90,400
+28,400
+46% +$413K ﹤0.01% 621
2019
Q2 		$955K Buy
+62,000
New +$912K ﹤0.01% 715

Other funds holding HRTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return