Envestnet Asset Management’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
Q4 | – | Sell |
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|
2025
Q3 | $333K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $142K | Buy |
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|
2020
Q2 | $181K | Sell |
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|
2020
Q1 | $148K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $190K | Sell |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $241K | Sell |
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|
2018
Q4 | $254K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $17K | Buy |
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