Blue Bell Private Wealth Management, LLC Heritage Insurance Holdings, Inc. Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 276 shares of HRTG stock, worth $6,604. This represents 0.0% of its overall portfolio holdings.
Number of Shares
276
Previous 180
53.33%
Holding current value
$6,604
Previous $4,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding HRTG
# of Institutions
192Shares Held
19.1MCall Options Held
148KPut Options Held
71.9K-
Black Rock Inc. New York, NY1.77MShares$42.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.51MShares$36.2 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.42MShares$34 Million0.01% of portfolio
-
Marshall Wace, LLP London, X0942KShares$22.5 Million0.03% of portfolio
-
American Century Companies Inc Kansas City, MO797KShares$19.1 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 $636M
- 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, ...