Northwestern Mutual Wealth 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
Q3 | $2.82K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $147K | Sell |
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|
2020
Q3 | $281K | Hold |
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|
2020
Q2 | $364K | Hold |
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|
2020
Q1 | $298K | Hold |
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|
2019
Q4 | $368K | Hold |
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|
2019
Q3 | $415K | Buy |
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|
2019
Q2 | $399K | Hold |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | $380K | Hold |
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|
2018
Q3 | $382K | Hold |
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|
2018
Q2 | $430K | Hold |
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|
2018
Q1 | $391K | Hold |
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|
2017
Q4 | $465K | Hold |
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|
2017
Q3 | $341K | Hold |
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|
2017
Q2 | $336K | Hold |
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|
2017
Q1 | $329K | Buy |
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|
2016
Q4 | $365K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $279K | Buy |
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