CG
HRTG icon

Cutler Group’s Heritage Insurance Holdings HRTG Stock Holding History

Cutler 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
2019
Q2 		– Sell
-7,773
Closed -$113K – 4474
2019
Q1 		$113K Buy
+7,773
New +$115K 0.01% 947
2018
Q3 		– Sell
-627
Closed -$10K – 4353
2018
Q2 		$10K Sell
627
-2,900
-82% -$47.8K ﹤0.01% 2672
2018
Q1 		$53K Buy
+3,527
New +$60.4K ﹤0.01% 1626
2017
Q3 		– Sell
-734
Closed -$8.82K – 6194
2017
Q2 		$9K Buy
+734
New +$9.19K ﹤0.01% 4254
2016
Q4 		– Sell
-10,181
Closed -$142K – 6834
2016
Q3 		$146K Buy
+10,181
New +$134K 0.01% 1487
2016
Q2 		– Sell
-2,456
Closed -$39K – 6896
2016
Q1 		$39K Buy
+2,456
New +$44.8K ﹤0.01% 2579

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return