Instrumental Wealth, LLC Heritage Insurance Holdings, Inc. Transaction History
Instrumental Wealth, LLC
- $96.8 Billion
- Q2 2024
A detailed history of Instrumental Wealth, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Instrumental Wealth, LLC holds 27,791 shares of HRTG stock, worth $452,159. This represents 0.22% of its overall portfolio holdings.
Number of Shares
27,791
Previous 27,791
-0.0%
Holding current value
$452,159
Previous $219 Million
3.68%
% of portfolio
0.22%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding HRTG
# of Institutions
108Shares Held
15.1MCall Options Held
117KPut Options Held
43K-
Black Rock Inc. New York, NY1.77MShares$28.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.41MShares$23 Million0.0% of portfolio
-
Driehaus Capital Management LLC Chicago, IL1.26MShares$20.5 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.26MShares$20.5 Million0.0% of portfolio
-
Pacific Ridge Capital Partners, LLC Lake Oswego, OR660KShares$10.7 Million1.18% of portfolio
About Heritage Insurance Holdings, Inc.
- Ticker HRTG
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 26,569,100
- Market Cap $432M
- Description
- Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...