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Jefferies Financial Group’s Heritage Insurance Holdings HRTG Stock Holding History

Jefferies Financial Group’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
2024
Q2 		– Sell
-12,700
Closed -$135K – 1600
2024
Q1 		$135K Buy
+12,700
New +$89.5K ﹤0.01% 1400

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Jefferies Financial Group's HRTG Position: Q2 2024 in Review

Jefferies Financial Group sold out of Heritage Insurance Holdings (HRTG) in Q2 2024, closing a stake of 12,700 shares — an estimated $135K sold.

Jefferies Financial Group first reported a position in HRTG in Q1 2024 and held it in 1 quarter. The position peaked at $135K in Q1 2024. 104 funds tracked by Wall St. Rank hold HRTG as of Q2 2024.

  • Jefferies Financial Group reported no remaining Heritage Insurance Holdings position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 12,700 Heritage Insurance Holdings shares in Q2 2024, an estimated $135K.
  • Jefferies Financial Group first reported a position in Heritage Insurance Holdings in Q1 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Heritage Insurance Holdings position peaked at $135K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.