Instrumental Wealth, LLC Heritage Insurance Holdings, Inc. Transaction History
Instrumental Wealth, LLC
- $106 Billion
- Q4 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 $326,544. This represents 0.29% of its overall portfolio holdings.
Number of Shares
27,791
Previous 27,791
-0.0%
Holding current value
$326,544
Previous $291 Million
5.83%
% of portfolio
0.29%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding HRTG
# of Institutions
132Shares Held
17.1MCall Options Held
163KPut Options Held
40.6K-
Black Rock Inc. New York, NY1.77MShares$20.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.57MShares$18.4 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.33MShares$15.6 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA945KShares$11.1 Million0.0% of portfolio
-
Pacific Ridge Capital Partners, LLC Lake Oswego, OR814KShares$9.56 Million2.45% 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 $312M
- 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, ...