ST
HRTG icon

Spot Trading’s Heritage Insurance Holdings HRTG Stock Holding History

Spot Trading’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
Q2 		– Sell
-20,000
Closed -$255K – 3278
2017
Q1 		$255K Hold
20,000
– – 0.01% 1749
2016
Q4 		$313K Buy
+20,000
New +$278K 0.01% 1674
2016
Q2 		– Sell
-20,000
Closed -$319K – 3528
2016
Q1 		$319K Hold
20,000
– – 0.01% 1910
2015
Q4 		$436K Buy
+20,000
New +$442K ﹤0.01% 2010

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return