Los Angeles Capital Management’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
Q3 | $1.44M | Sell |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $661K | Sell |
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|
2020
Q4 | $655K | Sell |
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|
2020
Q3 | $681K | Buy |
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|
2020
Q2 | $855K | Buy |
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|
2020
Q1 | $573K | Buy |
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|
2019
Q4 | $297K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $418K | Sell |
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|
2017
Q1 | $579K | Buy |
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|
2016
Q4 | $566K | Hold |
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|
2016
Q3 | $520K | Buy |
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|
2016
Q2 | $243K | Sell |
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|
2016
Q1 | $839K | Sell |
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|
2015
Q4 | $1.16M | Buy |
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|
2015
Q3 | $923K | Sell |
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|
2015
Q2 | $1.11M | Buy |
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