State of Wyoming’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 | $687K | Sell |
27,530
-2,203
| -7% | -$54.9K | 0.08% | 154 |
|
|
2025
Q1 | $429K | Buy |
29,733
+25,403
| +587% | +$366K | 0.06% | 312 |
|
|
2024
Q4 | $52.4K | Sell |
4,330
-2,318
| -35% | -$28K | 0.01% | 1405 |
|
|
2024
Q3 | $81.4K | Buy |
6,648
+4,651
| +233% | +$56.9K | 0.01% | 1259 |
|
|
2024
Q2 | $14.1K | Sell |
1,997
-38,224
| -95% | -$271K | ﹤0.01% | 1565 |
|
|
2024
Q1 | $428K | Buy |
+40,221
| New | +$428K | 0.07% | 188 |
|