A detailed history of Stifel Financial Corp transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 55,185 shares of HRTG stock, worth $655,045. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55,185
Previous 68,585 19.54%
Holding current value
$655,045
Previous $485,000 39.18%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$6.25 - $16.65 $83,750 - $223,109
-13,400 Reduced 19.54%
55,185 $675,000
Q2 2024

Aug 13, 2024

SELL
$6.83 - $10.99 $9,903 - $15,935
-1,450 Reduced 2.07%
68,585 $485,000
Q1 2024

May 13, 2024

SELL
$5.64 - $10.77 $12,408 - $23,694
-2,200 Reduced 3.05%
70,035 $745,000
Q4 2023

Feb 12, 2024

SELL
$5.04 - $9.75 $9,324 - $18,037
-1,850 Reduced 2.5%
72,235 $470,000
Q3 2023

Nov 13, 2023

SELL
$3.89 - $6.49 $26,627 - $44,424
-6,845 Reduced 8.46%
74,085 $480,000
Q2 2023

Aug 14, 2023

SELL
$2.88 - $5.1 $10,324 - $18,283
-3,585 Reduced 4.24%
80,930 $311,000
Q1 2023

May 12, 2023

BUY
$1.85 - $3.81 $490 - $1,009
265 Added 0.31%
84,515 $260,000
Q4 2022

Feb 13, 2023

SELL
$1.32 - $2.44 $9,174 - $16,958
-6,950 Reduced 7.62%
84,250 $151,000
Q3 2022

Nov 14, 2022

SELL
$2.08 - $3.5 $7,159 - $12,047
-3,442 Reduced 3.64%
91,200 $206,000
Q2 2022

Aug 15, 2022

SELL
$2.64 - $6.85 $14,541 - $37,729
-5,508 Reduced 5.5%
94,642 $250,000
Q1 2022

May 13, 2022

BUY
$5.44 - $7.28 $60,237 - $80,611
11,073 Added 12.43%
100,150 $715,000
Q4 2021

Feb 14, 2022

SELL
$5.61 - $7.27 $298,889 - $387,331
-53,278 Reduced 37.43%
89,077 $524,000
Q3 2021

Nov 15, 2021

SELL
$5.54 - $8.73 $427,688 - $673,956
-77,200 Reduced 35.16%
142,355 $969,000
Q2 2021

Aug 13, 2021

BUY
$8.19 - $11.17 $453,603 - $618,650
55,385 Added 33.74%
219,555 $1.88 Million
Q1 2021

May 14, 2021

BUY
$9.19 - $11.99 $450,034 - $587,150
48,970 Added 42.51%
164,170 $1.82 Million
Q4 2020

Feb 12, 2021

SELL
$9.06 - $11.11 $365,208 - $447,844
-40,310 Reduced 25.92%
115,200 $1.17 Million
Q3 2020

Nov 16, 2020

SELL
$10.05 - $13.7 $113,313 - $154,467
-11,275 Reduced 6.76%
155,510 $1.57 Million
Q2 2020

Aug 14, 2020

SELL
$10.4 - $13.5 $83,200 - $108,000
-8,000 Reduced 4.58%
166,785 $2.18 Million
Q1 2020

May 14, 2020

SELL
$9.42 - $13.13 $800 - $1,116
-85 Reduced 0.05%
174,785 $1.85 Million
Q4 2019

Feb 13, 2020

SELL
$12.82 - $15.37 $457,456 - $548,447
-35,683 Reduced 16.95%
174,870 $2.32 Million
Q3 2019

Nov 13, 2019

SELL
$13.11 - $16.15 $69,483 - $85,594
-5,300 Reduced 2.46%
210,553 $3.08 Million
Q2 2019

Aug 14, 2019

BUY
$13.29 - $15.8 $576,227 - $685,056
43,358 Added 25.14%
215,853 $3.35 Million
Q1 2019

May 14, 2019

BUY
$13.95 - $15.28 $1.13 Million - $1.23 Million
80,725 Added 87.96%
172,495 $2.49 Million
Q4 2018

Feb 13, 2019

SELL
$13.12 - $16.86 $54,789 - $70,407
-4,176 Reduced 4.35%
91,770 $1.31 Million
Q3 2018

Nov 13, 2018

BUY
$14.32 - $17.46 $253,907 - $309,583
17,731 Added 22.67%
95,946 $1.38 Million
Q2 2018

Aug 14, 2018

SELL
$15.07 - $17.94 $3,014 - $3,588
-200 Reduced 0.26%
78,215 $1.31 Million
Q1 2018

May 11, 2018

SELL
$15.16 - $18.95 $22,740 - $28,425
-1,500 Reduced 1.88%
78,415 $1.23 Million
Q4 2017

Feb 14, 2018

SELL
$13.88 - $18.63 $30,536 - $40,986
-2,200 Reduced 2.68%
79,915 $1.46 Million
Q3 2017

Nov 13, 2017

BUY
$9.35 - $13.31 $767,775 - $1.09 Million
82,115
82,115 $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 $315M
  • 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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