Franklin Resources’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
Q2
$875K Buy
2025
Q1
$214K Sell
2024
Q4
$498K Buy
2024
Q3
$140K Sell
2024
Q2
$533K Sell
2024
Q1
$3.7M Buy