MWNA
HRTG icon

Marshall Wace North America’s Heritage Insurance Holdings HRTG Stock Holding History

Marshall Wace North America’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
2019
Q4 		– Sell
-32,843
Closed -$491K – 1420
2019
Q3 		$491K Buy
+32,843
New +$478K ﹤0.01% 816
2018
Q3 		– Sell
-32,232
Closed -$537K – 1108
2018
Q2 		$537K Buy
32,232
+5,764
+22% +$95.1K ﹤0.01% 1069
2018
Q1 		$401K Buy
+26,468
New +$453K ﹤0.01% 1200

Other funds holding HRTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return