Franklin Resources’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
35,087
+20,253
| +137% | +$505K | ﹤0.01% | 2046 |
|
|
2025
Q1 | $214K | Sell |
14,834
-26,287
| -64% | -$379K | ﹤0.01% | 2637 |
|
|
2024
Q4 | $498K | Buy |
41,121
+27,759
| +208% | +$336K | ﹤0.01% | 2285 |
|
|
2024
Q3 | $140K | Sell |
13,362
-61,931
| -82% | -$648K | ﹤0.01% | 2704 |
|
|
2024
Q2 | $533K | Sell |
75,293
-272,502
| -78% | -$1.93M | ﹤0.01% | 2194 |
|
|
2024
Q1 | $3.7M | Buy |
+347,795
| New | +$3.7M | ﹤0.01% | 1472 |
|