Ridgewood Investments’s Heritage Insurance Holdings HRTG Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-1,000	Closed	-$24.9K	–	413
2025 Q2	$24.9K	Hold	1,000	–	–	0.01%	416
2025 Q1	$14.4K	Hold	1,000	–	–	0.01%	453
2024 Q4	$12.1K	Hold	1,000	–	–	0.01%	462
2024 Q3	$12.2K	Hold	1,000	–	–	0.01%	482
2024 Q2	$7.08K	Buy	+1,000	New	+$8.84K	﹤0.01%	552
2023 Q3	–	Sell	-1,000	Closed	-$3.85K	–	436
2023 Q2	$3.85K	Hold	1,000	–	–	﹤0.01%	630
2023 Q1	$3.08K	Buy	+1,000	New	+$2.6K	﹤0.01%	655

Other funds holding HRTG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return