Sterling Capital Management’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 | $656K | Buy |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $8.87K | Buy |
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|
2024
Q3 | $894 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $903K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $520K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $533K | Sell |
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|
2015
Q1 | $743K | Sell |
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|
2014
Q4 | $672K | Hold |
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|
2014
Q3 | $521K | Hold |
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|
2014
Q2 | $526K | Buy |
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