HA
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Herold Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Herold Advisors’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
2022
Q4 		– Sell
-23,000
Closed -$51K – 207
2022
Q3 		$51K Buy
23,000
+9,000
+64% +$24.1K 0.02% 189
2022
Q2 		$36K Buy
14,000
+8,000
+133% +$34.1K 0.02% 194
2022
Q1 		$42.8K Buy
+6,000
New +$37.1K 0.02% 400
2021
Q4 		– Sell
-5,000
Closed -$34K – 379
2021
Q3 		$34K Buy
+5,000
New +$36K 0.01% 436

Other funds holding HRTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return