Optivise Advisory Services LLC Heritage Insurance Holdings, Inc. Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Optivise Advisory Services LLC holds 8,757 shares of HRTG stock, worth $212,970. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,757Holding current value
$212,970% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding HRTG
# of Institutions
190Shares Held
18.9MCall Options Held
148KPut Options Held
71.9K-
Black Rock Inc. New York, NY1.77MShares$43 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.51MShares$36.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.42MShares$34.5 Million0.01% of portfolio
-
Marshall Wace, LLP London, X0942KShares$22.9 Million0.03% of portfolio
-
American Century Companies Inc Kansas City, MO797KShares$19.4 Million0.01% 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 $646M
- 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, ...