A detailed history of Kingsview Wealth Management, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 11,284 shares of HRTG stock, worth $312,792. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,284
Previous 15,784 28.51%
Holding current value
$312,792
Previous $227,000 23.79%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$14.29 - $26.02 $64,304 - $117,090
-4,500 Reduced 28.51%
11,284 $281,000
Q1 2025

May 02, 2025

BUY
$10.88 - $14.75 $171,729 - $232,814
15,784 New
15,784 $227,000

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 $736M
  • 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
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