True Wealth Design, LLC Heritage Insurance Holdings, Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 139 shares of HRTG stock, worth $3,294. This represents 0.0% of its overall portfolio holdings.
Number of Shares
139
Previous 133
4.51%
Holding current value
$3,294
Previous $3.32 Million
5.52%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HRTG
# of Institutions
192Shares Held
19MCall Options Held
148KPut Options Held
71.9K-
Black Rock Inc. New York, NY1.77MShares$41.9 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.51MShares$35.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.42MShares$33.6 Million0.01% of portfolio
-
Marshall Wace, LLP London, X0942KShares$22.3 Million0.03% of portfolio
-
American Century Companies Inc Kansas City, MO797KShares$18.9 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 $630M
- 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, ...