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
2018
Q2 		– Sell
-900
Closed -$1K – 4464
2018
Q1 		$1K Sell
900
-2,700
-75% -$46.2K ﹤0.01% 4050
2017
Q4 		$1K Sell
3,600
-35,700
-91% -$593K ﹤0.01% 4464
2017
Q3 		$21K Buy
+39,300
New +$472K ﹤0.01% 3086
2016
Q2 		– Sell
-2,000
Closed -$2K – 6897
2016
Q1 		$2K Buy
+2,000
New +$36.5K ﹤0.01% 5573

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