Martingale Asset 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
Q2 | $757K | Sell |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $474K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $63K | Sell |
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|
2021
Q3 | $577K | Hold |
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|
2021
Q2 | $727K | Sell |
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|
2021
Q1 | $975K | Buy |
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|
2020
Q4 | $812K | Sell |
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|
2020
Q3 | $1.82M | Sell |
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|
2020
Q2 | $3.7M | Hold |
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|
2020
Q1 | $3.03M | Sell |
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|
2019
Q4 | $3.76M | Buy |
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|
2019
Q3 | $3.75M | Buy |
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|
2019
Q2 | $2.01M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $257K | Sell |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.47M | Buy |
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|
2016
Q3 | $1.33M | Buy |
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|
2016
Q2 | $930K | Buy |
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|
2016
Q1 | $1.13M | Buy |
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|
2015
Q4 | $1.21M | Buy |
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|
2015
Q3 | $1.1M | Buy |
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|
2015
Q2 | $1.27M | Buy |
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