Steward Partners Investment Advisory, LLC - HERITAGE INS HLDGS INC ownership

HERITAGE INS HLDGS INC's ticker is HRTG and the CUSIP is 42727J102. A total of 84 filers reported holding HERITAGE INS HLDGS INC in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of HERITAGE INS HLDGS INC
ValueSharesWeighting
Q3 2023$30,243
-2.4%
4,660
-42.1%
0.00%
Q2 2023$30,973
+53.5%
8,045
+22.8%
0.00%
Q1 2023$20,1746,5500.00%
Other shareholders
HERITAGE INS HLDGS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Pacific Ridge Capital Partners, LLC 548,603$5,552,0001.57%
Acuitas Investments, LLC 203,566$2,060,0001.44%
Phocas Financial Corp. 605,159$6,124,0001.05%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 516,472$5,227,0000.89%
KIRR MARBACH & CO LLC /IN/ 200,014$2,024,0000.75%
GLOBEFLEX CAPITAL L P 111,958$1,133,0000.30%
Spotlight Asset Group, Inc. 49,017$496,0000.20%
KENNEDY CAPITAL MANAGEMENT LLC 516,921$5,231,0000.15%
Matarin Capital Management, LLC 63,175$639,0000.13%
ROYCE & ASSOCIATES LP 1,149,988$11,638,0000.13%
View complete list of HERITAGE INS HLDGS INC shareholders