A detailed history of Lpl Financial LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 19,630 shares of HRTG stock, worth $614,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,630
Previous 58,994 66.73%
Holding current value
$614,615
Previous $1.47 Million 66.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025

SELL
$19.02 - $28.4 $748,703 - $1.12 Million
-39,364 Reduced 66.73%
19,630 $490,000
Q2 2025

Aug 12, 2025

BUY
$14.29 - $26.02 $843,024 - $1.54 Million
58,994 New
58,994 $1.47 Million
Q3 2024

Nov 08, 2024

BUY
$6.25 - $16.65 $359,581 - $957,924
57,533 New
57,533 $704,000

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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