Schroder Investment Management Group
HRTG icon

Schroder Investment Management Group’s Heritage Insurance Holdings HRTG Stock Holding History

Schroder Investment Management Group’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
2017
Q3 		– Sell
-35,481
Closed -$462K – 1350
2017
Q2 		$462K Buy
35,481
+10,935
+45% +$137K ﹤0.01% 1076
2017
Q1 		$312K Buy
24,546
+5,472
+29% +$78.7K ﹤0.01% 1072
2016
Q4 		$299K Sell
19,074
-4,300
-18% -$59.9K ﹤0.01% 1008
2016
Q3 		$337K Sell
23,374
-2,804
-11% -$36.9K ﹤0.01% 1005
2016
Q2 		$313K Buy
26,178
+1,714
+7% +$22.8K ﹤0.01% 997
2016
Q1 		$388K Buy
+24,464
New +$446K ﹤0.01% 981

Other funds holding HRTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Vanguard Group
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return