Morgan Stanley’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 | $8.63M | Buy |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $2.84M | Sell |
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|
2024
Q2 | $2.7M | Buy |
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|
2024
Q1 | $3.2M | Sell |
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|
2023
Q4 | $5.02M | Buy |
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|
2023
Q3 | $2.87M | Sell |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $36.4K | Buy |
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|
2022
Q4 | $1.05K | Sell |
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|
2022
Q3 | $64K | Sell |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $614K | Buy |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $584K | Buy |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q2 | $112K | Buy |
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|
2020
Q1 | $28K | Sell |
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|
2019
Q4 | $545K | Buy |
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|
2019
Q3 | $164K | Buy |
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|
2019
Q2 | $48K | Sell |
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|
2019
Q1 | $90K | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.73M | Sell |
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|
2018
Q2 | $2.19M | Sell |
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|
2018
Q1 | $2.03M | Buy |
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|
2017
Q4 | $1.83M | Buy |
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|
2017
Q3 | $627K | Buy |
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|
2017
Q2 | $582K | Sell |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1.56M | Buy |
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|
2016
Q3 | $368K | Sell |
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|
2016
Q2 | $331K | Sell |
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|
2016
Q1 | $1.39M | Buy |
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|
2015
Q4 | $1.01M | Buy |
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|
2015
Q3 | $181K | Sell |
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|
2015
Q2 | $2.47M | Buy |
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|
2015
Q1 | $2.17M | Buy |
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|
2014
Q4 | $199K | Sell |
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|
2014
Q3 | $921K | Sell |
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|
2014
Q2 | $1.92M | Buy |
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