Instrumental Wealth, LLC Heritage Insurance Holdings, Inc. Transaction History
Instrumental Wealth, LLC
- $230 Billion
- Q1 2024
A detailed history of Instrumental Wealth, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Instrumental Wealth, LLC holds 27,791 shares of HRTG stock, worth $196,204. This represents 0.1% of its overall portfolio holdings.
Number of Shares
27,791
Previous 13,291
109.1%
Holding current value
$196,204
Previous $83.1 Million
163.63%
% of portfolio
0.1%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding HRTG
# of Institutions
99Shares Held
15MCall Options Held
181KPut Options Held
65.7K-
Driehaus Capital Management LLC Chicago, IL1.62MShares$11.4 Million0.19% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.32MShares$9.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.1MShares$7.74 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA747KShares$5.27 Million0.0% of portfolio
-
Pacific Ridge Capital Partners, LLC Lake Oswego, OR687KShares$4.85 Million1.69% 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 $188M
- 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, ...