SEI Investments’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 | $696K | Buy |
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|
2025
Q2 | $511K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $102K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $138K | Sell |
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|
2020
Q4 | $189K | Hold |
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|
2020
Q3 | $189K | Buy |
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|
2020
Q2 | $196K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $944K | Buy |
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|
2018
Q4 | $816K | Sell |
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|
2018
Q3 | $867K | Sell |
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|
2018
Q2 | $1.18M | Buy |
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|
2018
Q1 | $924K | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $694K | Hold |
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|
2017
Q2 | $684K | Buy |
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|
2017
Q1 | $606K | Hold |
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|
2016
Q4 | $743K | Buy |
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|
2016
Q3 | $389K | Buy |
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|
2016
Q2 | $263K | Sell |
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|
2016
Q1 | $393K | Buy |
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|
2015
Q4 | $533K | Buy |
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|
2015
Q3 | $151K | Buy |
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