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HRTG icon

MUFG Americas’s Heritage Insurance Holdings HRTG Stock Holding History

MUFG Americas’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
2016
Q4 		– Sell
-180
Closed -$3K – 1133
2016
Q3 		$3K Sell
180
-80
-31% -$1.05K ﹤0.01% 1033
2016
Q2 		$3K Hold
260
– – ﹤0.01% 1067
2016
Q1 		$4K Sell
260
-200
-43% -$3.65K ﹤0.01% 988
2015
Q4 		$10K Hold
460
– – ﹤0.01% 833
2015
Q3 		$9K Buy
460
+30
+7% +$638 ﹤0.01% 878
2015
Q2 		$10K Hold
430
– – ﹤0.01% 862
2015
Q1 		$9K Buy
430
+90
+26% +$1.82K ﹤0.01% 937
2014
Q4 		$7K Buy
340
+160
+89% +$2.75K ﹤0.01% 1031
2014
Q3 		$3K Buy
+180
New +$2.65K ﹤0.01% 1158

Other funds holding HRTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return