Boston Partners’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Buy |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $924K | Hold |
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|
2024
Q3 | $935K | Buy |
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|
2024
Q2 | $505K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.69M | Buy |
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|
2021
Q4 | $1.85M | Sell |
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|
2021
Q3 | $2.16M | Sell |
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|
2021
Q2 | $2.94M | Buy |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $2.69M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.99M | Buy |
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|
2017
Q2 | $2.18M | Hold |
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|
2017
Q1 | $2.14M | Hold |
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|
2016
Q4 | $2.62M | Buy |
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