Heron Bay Capital Management’s Heritage Insurance Holdings HRTG Stock Holding History

Heron Bay Capital Management’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
2025 Q2	–	Sell
2025 Q1	$277K	Buy
2024 Q4	$156K	Sell
2024 Q3	$201K	Buy
2023 Q4	–	Sell
2023 Q3	$173K	Buy