Capital Advisors, Ltd. LLC Heritage Insurance Holdings, Inc. Transaction History
Capital Advisors, Ltd. LLC
- $811 Million
- Q2 2025
A detailed history of Capital Advisors, Ltd. LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,062 shares of HRTG stock, worth $23,045. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,062
Previous 1,062
-0.0%
Holding current value
$23,045
Previous $15,000
73.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HRTG
# of Institutions
172Shares Held
18MCall Options Held
227KPut Options Held
50.9K-
Black Rock Inc. New York, NY1.77MShares$38.4 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.51MShares$32.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.42MShares$30.8 Million0.01% of portfolio
-
Marshall Wace, LLP London, X0942KShares$20.4 Million0.03% of portfolio
-
American Century Companies Inc Kansas City, MO797KShares$17.3 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 $577M
- 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, ...