Instrumental Wealth, LLC Heritage Insurance Holdings, Inc. Transaction History
Instrumental Wealth, LLC
- $143 Billion
- Q3 2025
A detailed history of Instrumental Wealth, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Instrumental Wealth, LLC holds 60,060 shares of HRTG stock, worth $1.42 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
60,060
Previous 27,791
116.11%
Holding current value
$1.42 Million
Previous $592 Million
136.6%
% of portfolio
0.98%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding HRTG
# of Institutions
192Shares Held
19MCall Options Held
148KPut Options Held
71.9K-
Black Rock Inc. New York, NY1.77MShares$41.9 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.51MShares$35.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.42MShares$33.6 Million0.01% of portfolio
-
Marshall Wace, LLP London, X0942KShares$22.3 Million0.03% of portfolio
-
American Century Companies Inc Kansas City, MO797KShares$18.9 Million0.01% 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 $630M
- 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, ...