Ever Source Wealth Advisors, LLC Heritage Insurance Holdings, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 924 shares of HRTG stock, worth $22,471. This represents 0.0% of its overall portfolio holdings.
Number of Shares
924
Previous 287
221.95%
Holding current value
$22,471
Previous $4,000
475.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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$43 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.51MShares$36.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.42MShares$34.5 Million0.01% of portfolio
-
Marshall Wace, LLP London, X0942KShares$22.9 Million0.03% of portfolio
-
American Century Companies Inc Kansas City, MO797KShares$19.4 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 $646M
- 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, ...