A detailed history of Cibc Private Wealth Group, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 2,870 shares of HRTG stock, worth $32,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,870
Previous 2,870 -0.0%
Holding current value
$32,402
Previous $30,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 10, 2024

BUY
$5.64 - $10.77 $16,186 - $30,909
2,870 New
2,870 $30,000
Q4 2019

Jan 30, 2020

SELL
$12.82 - $15.37 $175,877 - $210,861
-13,719 Closed
0 $0
Q3 2019

Oct 16, 2019

SELL
$13.11 - $16.15 $1,179 - $1,453
-90 Reduced 0.65%
13,719 $205,000
Q2 2019

Jul 31, 2019

SELL
$13.29 - $15.8 $41,730 - $49,612
-3,140 Reduced 18.53%
13,809 $213,000
Q1 2019

May 10, 2019

SELL
$13.95 - $15.28 $16,321 - $17,877
-1,170 Reduced 6.46%
16,949 $247,000
Q4 2018

Feb 05, 2019

BUY
$13.12 - $16.86 $8,042 - $10,335
613 Added 3.5%
18,119 $266,000
Q3 2018

Nov 14, 2018

BUY
$14.32 - $17.46 $250,685 - $305,654
17,506 New
17,506 $259,000

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 $300M
  • 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
Track This Portfolio

Track Cibc Private Wealth Group, LLC Portfolio

Follow Cibc Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.