HERITAGE INS HLDGS INC's ticker is HRTG and the CUSIP is 42727J102. A total of 107 filers reported holding HERITAGE INS HLDGS INC in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,498 | +63.6% | 12,095 | -2.9% | 0.01% | +100.0% |
| Q2 2023 | $47,978 | -64.7% | 12,462 | +19.6% | 0.01% | -66.7% |
| Q2 2020 | $136,000 | -15.0% | 10,418 | -19.3% | 0.02% | +7.1% |
| Q1 2020 | $160,000 | -6.4% | 12,912 | +0.0% | 0.01% | -6.7% |
| Q4 2019 | $171,000 | -17.0% | 12,906 | -6.5% | 0.02% | -16.7% |
| Q3 2019 | $206,000 | -11.6% | 13,798 | -8.9% | 0.02% | -10.0% |
| Q2 2019 | $233,000 | +1.7% | 15,145 | -3.4% | 0.02% | +11.1% |
| Q1 2019 | $229,000 | -38.6% | 15,672 | -38.2% | 0.02% | -37.9% |
| Q4 2018 | $373,000 | -23.7% | 25,343 | -21.9% | 0.03% | -6.5% |
| Q3 2018 | $489,000 | -6.5% | 32,437 | +3.5% | 0.03% | 0.0% |
| Q2 2018 | $523,000 | – | 31,355 | – | 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% |