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 $13,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,062 -0.0%
Holding current value
$13,062
Previous $8,000 62.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023

BUY
$1.32 - $2.44 $1,401 - $2,591
1,062 New
1,062 $2,000
Q2 2022

Aug 05, 2022

SELL
$2.64 - $6.85 $4,567 - $11,850
-1,730 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$5.44 - $7.28 $6,408 - $8,575
1,178 Added 213.41%
1,730 $12,000
Q4 2021

Feb 08, 2022

BUY
$5.61 - $7.27 $3,096 - $4,013
552 New
552 $3,000

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 $327M
  • 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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