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Heritage Insurance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
201
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$324K -12,342 Closed
CMF
202
Counterpoint Mutual Funds
California
– -$311K -11,854 Closed
BFG
203
Bleakley Financial Group
New Jersey
– -$295K -11,247 Closed
MWM
204
Moran Wealth Management
Florida
– -$289K -11,011 Closed
MP
205
Mangrove Partners
Connecticut
– -$289K -11,010 Closed
Simplex Trading
206
Simplex Trading
Illinois
– -$266K -10,676 Closed
SLAM
207
Swiss Life Asset Management
– -$344K -9,983 Closed
EWA
208
EP Wealth Advisors
California
– -$206K -7,842 Closed
GC
209
Globeflex Capital
California
– -$155K -5,914 Closed
FMP
210
Financial Management Professionals
Texas
– -$26.8K -1,020 Closed
AAG
211
Armstrong Advisory Group
Massachusetts
– -$20.7K -790 Closed
QCG
212
Quadrant Capital Group
Ohio
– -$12.3K -469 Closed
BBPWM
213
Blue Bell Private Wealth Management
Pennsylvania
– -$10.6K -404 Closed
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
– -$473 -18 Closed
MCM
215
MAI Capital Management
Ohio
– -$368 -14 Closed
ASN
216
Advisory Services Network
Georgia
– -$342 -13 Closed
BWA
217
Basecamp Wealth Advisors
Washington
– -$184 -7 Closed
KFAS
218
Keating Financial Advisory Services
Kansas
– -$79 -3 Closed
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
– -$53 -2 Closed