Financial Gravity Asset Management, Inc. - 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
Financial Gravity Asset Management, Inc. ownership history of HERITAGE INS HLDGS INC
ValueSharesWeighting
Q2 2023$158
+105.2%
4
+100.0%
0.00%
Q4 2022$77
-99.4%
2
-93.8%
0.00%
-100.0%
Q4 2019$13,00032
+3.2%
0.01%
Q3 2019$0310.0%0.00%
Q2 2019$0310.0%0.00%
Q1 2019$0
-100.0%
31
-74.2%
0.00%
-100.0%
Q3 2018$2,0000.0%120
-15.5%
0.00%0.0%
Q2 2018$2,0000.0%142
-8.4%
0.00%0.0%
Q1 2018$2,0001550.00%
Other shareholders
HERITAGE INS HLDGS INC shareholders Q3 2023
NameSharesValueWeighting ↓
SIGNIA CAPITAL MANAGEMENT LLC 328,519$4,339,0004.45%
Cloverdale Capital Management, LLC 368,023$4,862,0002.87%
PT ASSET MANAGEMENT, LLC 131,000$1,730,0000.83%
Pacific Ridge Capital Partners, LLC 215,050$2,841,0000.80%
Phocas Financial Corp. 432,047$6,0000.50%
Polar Capital LLP 1,300,000$17,173,0000.19%
Gillson Capital LP 62,686$828,0000.16%
KENNEDY CAPITAL MANAGEMENT LLC 624,836$8,254,0000.15%
KIRR MARBACH & CO LLC /IN/ 48,420$640,0000.14%
Creative Planning 1,325,509$17,510,0000.08%
View complete list of HERITAGE INS HLDGS INC shareholders