Instrumental Wealth, LLC Heritage Insurance Holdings, Inc. Transaction History
Instrumental Wealth, LLC
- $103 Billion
- Q3 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 $329,879. This represents 0.28% of its overall portfolio holdings.
Number of Shares
27,791
Previous 27,791
-0.0%
Holding current value
$329,879
Previous $211 Million
37.94%
% of portfolio
0.28%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding HRTG
# of Institutions
128Shares Held
16.4MCall Options Held
274KPut Options Held
79.8K-
Black Rock Inc. New York, NY1.77MShares$21 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.38MShares$16.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.32MShares$15.7 Million0.0% of portfolio
-
Marshall Wace, LLP London, X0952KShares$11.3 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA762KShares$9.05 Million0.0% 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 $315M
- 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, ...