A detailed history of Belpointe Asset Management LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Belpointe Asset Management LLC holds 12,543 shares of HRTG stock, worth $78,393. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,543
Holding current value
$78,393
% of portfolio
0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$5.64 - $10.77 $70,742 - $135,088
12,543 New
12,543 $133,000
Q2 2023

Aug 14, 2023

SELL
$2.88 - $5.1 $66,686 - $118,090
-23,155 Reduced 69.57%
10,129 $38,000
Q4 2022

Feb 08, 2023

SELL
$1.36 - $1.99 $16,136 - $23,611
-11,865 Reduced 26.28%
33,284 $59,000
Q3 2022

Nov 14, 2022

BUY
$2.31 - $3.5 $2,143 - $3,248
928 Added 2.1%
45,149 $102,000
Q2 2022

Aug 02, 2022

SELL
$2.64 - $6.85 $8,139 - $21,118
-3,083 Reduced 6.52%
44,221 $117,000
Q1 2022

Apr 28, 2022

BUY
$5.44 - $7.28 $128,824 - $172,397
23,681 Added 100.25%
47,304 $338,000
Q4 2021

Feb 15, 2022

BUY
$5.61 - $7.27 $132,525 - $171,739
23,623 New
23,623 $139,000

Others Institutions Holding HRTG

About Heritage Insurance Holdings, Inc.


  • Ticker HRTG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 26,569,100
  • Market Cap $166M
  • 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, ...
More about HRTG
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