SG Americas Securities’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
Q4 | $802K | Buy |
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|
2025
Q3 | $687K | Buy |
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|
2025
Q2 | $187K | Sell |
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|
2025
Q1 | $113K | Sell |
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|
2024
Q4 | $134K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $71K | Sell |
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|
2021
Q3 | $137K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $180K | Buy |
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|
2020
Q1 | $106K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.41M | Buy |
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