A detailed history of Fortis Capital Advisors, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 12,543 shares of HRTG stock, worth $151,895. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,543
Previous 12,543 -0.0%
Holding current value
$151,895
Previous $134 Million 33.52%
% of portfolio
0.03%
Previous 0.06%

Shares

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

May 08, 2024

BUY
$5.64 - $10.77 $70,742 - $135,088
12,543 New
12,543 $134 Million
Q2 2023

Aug 14, 2023

SELL
$2.88 - $5.1 $66,686 - $118,090
-23,155 Reduced 69.57%
10,129 $39 Million
Q4 2022

Feb 14, 2023

BUY
$1.32 - $2.44 $43,934 - $81,212
33,284 New
33,284 $59.9 Million

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 $322M
  • 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 Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital Advisors, 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 Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.