Segall Bryant & Hamill’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	$4.61M	Sell	184,861 -156,578	-46%	-$3.91M	0.06%	328
2025 Q1	$4.92M	Sell	341,439 -7,117	-2%	-$103K	0.08%	313
2024 Q4	$4.22M	Buy	348,556 +222,689	+177%	+$2.69M	0.06%	360
2024 Q3	$1.54M	Buy	+125,867	New	+$1.54M	0.02%	472