Winton Group’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 | – | Sell |
|
|||||
|
2025
Q2 | $313K | Sell |
|
|||||
|
2025
Q1 | $432K | Sell |
|
|||||
|
2024
Q4 | $563K | Buy |
|
|||||
|
2024
Q3 | $272K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $128K | Sell |
|
|||||
|
2021
Q2 | $169K | Buy |
|
|||||
|
2021
Q1 | $198K | Buy |
|
|||||
|
2020
Q4 | $148K | Sell |
|
|||||
|
2020
Q3 | $180K | Buy |
|
|||||
|
2020
Q2 | $148K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $575K | Buy |
|