Mackenzie Financial
HRTG icon

Mackenzie Financial’s Heritage Insurance Holdings HRTG Stock Holding History

Mackenzie Financial’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
-102,652
Closed -$1.48M – 1758
2025
Q1 		$1.48M Buy
102,652
+77,452
+307% +$931K ﹤0.01% 865
2024
Q4 		$305K Buy
+25,200
New +$291K ﹤0.01% 1377
2016
Q3 		– Sell
-73,135
Closed -$875K – 747
2016
Q2 		$875K Buy
73,135
+19,800
+37% +$264K ﹤0.01% 629
2016
Q1 		$852K Buy
+53,335
New +$973K 0.01% 552

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