Creative Planning Heritage Insurance Holdings, Inc. Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Creative Planning holds 37,913 shares of HRTG stock, worth $822,712. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37,913
Previous 31,636
19.84%
Holding current value
$822,712
Previous $456,000
107.24%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding HRTG
# of Institutions
188Shares Held
18.5MCall Options Held
148KPut Options Held
71.9K-
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, ...