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Riverview Trust Company’s Heritage Insurance Holdings HRTG Stock Holding History

Riverview Trust Company’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
2022
Q2 		– Sell
-2,621
Closed -$19K – 782
2022
Q1 		$19K Buy
+2,621
New +$16.2K 0.01% 509

Other funds holding HRTG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Riverview Trust Company's HRTG Position: Q2 2022 in Review

Riverview Trust Company sold out of Heritage Insurance Holdings (HRTG) in Q2 2022, closing a stake of 2,621 shares — an estimated $19K sold.

Riverview Trust Company first reported a position in HRTG in Q1 2022 and held it in 1 quarter. The position peaked at $19K in Q1 2022. 79 funds tracked by Wall St. Rank hold HRTG as of Q2 2022.

  • Riverview Trust Company reported no remaining Heritage Insurance Holdings position as of Q2 2022 after selling out during the quarter.
  • Riverview Trust Company sold 2,621 Heritage Insurance Holdings shares in Q2 2022, an estimated $19K.
  • Riverview Trust Company first reported a position in Heritage Insurance Holdings in Q1 2022 and held it in 1 quarter.
  • Riverview Trust Company's Heritage Insurance Holdings position peaked at $19K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2022.

Based on Riverview Trust Company's 13F filing for Q2 2022, filed 27 Jul 2022.