HERITAGE INS HLDGS INC's ticker is HRTG and the CUSIP is 42727J102. A total of 111 filers reported holding HERITAGE INS HLDGS INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $947,824 | +25.3% | 246,188 | +0.3% | 0.01% | +16.7% |
| Q1 2023 | $756,303 | +71.4% | 245,553 | +0.1% | 0.01% | +50.0% |
| Q4 2022 | $441,346 | -34.6% | 245,192 | -17.9% | 0.00% | -33.3% |
| Q3 2022 | $675,000 | -14.3% | 298,704 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $788,000 | -63.1% | 298,704 | -0.2% | 0.01% | -53.8% |
| Q1 2022 | $2,137,000 | +3.5% | 299,261 | -14.8% | 0.01% | +18.2% |
| Q4 2021 | $2,065,000 | -38.8% | 351,263 | -29.1% | 0.01% | -45.0% |
| Q3 2021 | $3,376,000 | -20.6% | 495,768 | 0.0% | 0.02% | -20.0% |
| Q2 2021 | $4,254,000 | -22.9% | 495,768 | -0.5% | 0.02% | -30.6% |
| Q1 2021 | $5,521,000 | +9.4% | 498,282 | 0.0% | 0.04% | +12.5% |
| Q4 2020 | $5,048,000 | +0.1% | 498,282 | 0.0% | 0.03% | -13.5% |
| Q3 2020 | $5,043,000 | -22.7% | 498,282 | 0.0% | 0.04% | -26.0% |
| Q2 2020 | $6,523,000 | +91.7% | 498,282 | +56.9% | 0.05% | +47.1% |
| Q1 2020 | $3,402,000 | – | 317,677 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Ridge Capital Partners, LLC | 984,546 | $6,389,704 | 1.48% |
| EAM Investors, LLC | 294,574 | $1,911,785 | 0.37% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 334,495 | $2,170,873 | 0.35% |
| INSTRUMENTAL WEALTH, LLC | 27,791 | $147,848 | 0.17% |
| Legato Capital Management LLC | 124,825 | $810,114 | 0.12% |
| Harbor Group, Inc. | 18,918 | $122,778 | 0.07% |
| Heron Bay Capital Management | 26,727 | $173,458 | 0.05% |
| Hapanowicz & Associates Financial Services, Inc | 10,000 | $64,900 | 0.05% |
| Fortis Capital Advisors, LLC | 10,129 | $65,742 | 0.04% |
| RIA Advisory Group LLC | 13,861 | $89,958 | 0.04% |