Meeder Asset Management’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Buy |
+994
| New | +$24.8K | ﹤0.01% | 482 |
|
|
2021
Q2 | – | Sell |
-441
| Closed | -$5K | – | 2576 |
|
|
2021
Q1 | $5K | Buy |
+441
| New | +$5K | ﹤0.01% | 1856 |
|
|
2020
Q1 | – | Sell |
-916
| Closed | -$12K | – | 2404 |
|
|
2019
Q4 | $12K | Sell |
916
-3,893
| -81% | -$51K | ﹤0.01% | 1507 |
|
|
2019
Q3 | $72K | Buy |
+4,809
| New | +$72K | ﹤0.01% | 899 |
|
|
2018
Q1 | – | Sell |
-52
| Closed | -$1K | – | 1633 |
|
|
2017
Q4 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 1570 |
|
|
2017
Q2 | – | Sell |
-133
| Closed | -$2K | – | 1752 |
|
|
2017
Q1 | $2K | Hold |
133
| – | – | ﹤0.01% | 1372 |
|
|
2016
Q4 | $2K | Buy |
+133
| New | +$2K | ﹤0.01% | 930 |
|
|
2016
Q2 | – | Sell |
-17,579
| Closed | -$281K | – | 914 |
|
|
2016
Q1 | $281K | Sell |
17,579
-3,085
| -15% | -$49.3K | 0.03% | 522 |
|
|
2015
Q4 | $451K | Sell |
20,664
-11,754
| -36% | -$257K | 0.04% | 360 |
|
|
2015
Q3 | $639K | Buy |
+32,418
| New | +$639K | 0.06% | 293 |
|