Navellier & Associates’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	$726K	Buy	+29,105	New	+$726K	0.09%	171
2016 Q1	–	Sell	-54,713	Closed	-$1.19M	–	272
2015 Q4	$1.19M	Sell	54,713 -513	-0.9%	-$11.2K	0.13%	72
2015 Q3	$1.09M	Buy	55,226 +40,826	+284%	+$806K	0.11%	83
2015 Q2	$331K	Buy	+14,400	New	+$331K	0.03%	269