Charles Schwab Investment Management Inc Heritage Insurance Holdings, Inc. Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 66,666 shares of HRTG stock, worth $1.52 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
66,666
Previous 66,874
0.31%
Holding current value
$1.52 Million
Previous $964,000
72.41%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding HRTG
# of Institutions
190Shares Held
18.9MCall Options Held
148KPut Options Held
71.9K-
Black Rock Inc. New York, NY1.77MShares$40.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.51MShares$34.5 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.42MShares$32.3 Million0.01% of portfolio
-
Marshall Wace, LLP London, X0942KShares$21.5 Million0.03% of portfolio
-
American Century Companies Inc Kansas City, MO797KShares$18.1 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 $605M
- 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, ...