A detailed history of Allworth Financial LP transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 551 shares of HRTG stock, worth $17,251. This represents 0.0% of its overall portfolio holdings.

Number of Shares
551
Previous 82 571.95%
Holding current value
$17,251
Previous $2,000 550.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025

BUY
$19.02 - $28.4 $8,920 - $13,319
469 Added 571.95%
551 $13,000
Q2 2025

Aug 07, 2025

BUY
$14.29 - $26.02 $1,171 - $2,133
82 New
82 $2,000
Q3 2023

Oct 31, 2023

BUY
$3.89 - $6.49 $564 - $941
145 New
145 $0
Q2 2022

Jul 13, 2022

BUY
$2.64 - $6.85 $240 - $623
91 New
91 $0

Others Institutions Holding HRTG

About Heritage Insurance Holdings, Inc.


  • Ticker HRTG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 26,569,100
  • Market Cap $832M
  • 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, ...
More about HRTG
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