A detailed history of New Edge Advisors, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 683 shares of HRTG stock, worth $8,073. This represents 0.0% of its overall portfolio holdings.

Number of Shares
683
Previous 1,540 55.65%
Holding current value
$8,073
Previous $10,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$6.25 - $16.65 $5,356 - $14,269
-857 Reduced 55.65%
683 $8,000
Q2 2024

Aug 15, 2024

BUY
$6.83 - $10.99 $5,853 - $9,418
857 Added 125.48%
1,540 $10,000
Q1 2024

May 14, 2024

SELL
$5.64 - $10.77 $16,305 - $31,136
-2,891 Reduced 80.89%
683 $7,000
Q4 2023

Feb 13, 2024

SELL
$5.04 - $9.75 $271,348 - $524,930
-53,839 Reduced 93.77%
3,574 $23,000
Q3 2023

Nov 14, 2023

BUY
$3.89 - $6.49 $223,336 - $372,610
57,413 New
57,413 $372,000

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 $314M
  • 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 New Edge Advisors, LLC Portfolio

Follow New Edge 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.